401(k) · DOL Form 5500 · 2023

Valley Opportunity Council, in 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
297
Participants Below avg headcount
51st
Percentile by assets National rank
$24,006
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. · Sponsored by Valley Opportunity Council, in · Massachusetts · Healthcare & Social Assistance

$7M in assets, 297 participants

Valley Opportunity Council, in's 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported $7M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,034 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. covers 297 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#10,034
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,129,746 Top 49% higher than 51% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported net income rose from -$95K in the plan year 2022 filing to $917K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported participants rose from 243 in the plan year 2022 filing to 297 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042692763 · Valley Opportunity Council, in PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. · $7M · 297 · 51st

  • VS-ST $7M
  • VS-ST 297
  • VS-ST 51st
  • VS-ST 401(k)
  • VS-ST near Inetsoft Technology Corp. 401(k) Plan
  • VS-ST ind #10034

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.403(b) Thrift Plan for Emplo…$7MInetsoft Technology Corp. 401(k) PlanInetsoft Technology Corp. 40…$7MRarefied Atmosphere 401(k) PlanRarefied Atmosphere 401(k) P…$7MAmigo Mobility International, Inc 401(k) PlanAmigo Mobility International…$7MAmigo Mobility International, Inc 401(k) PlanAmigo Mobility International…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$917K
Employer EIN042692763
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Opportunity Council, in)

Sponsor-wide plan assets over time

All Valley Opportunity Council, in plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.203903994921383% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.21M $8.15M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 243 $6M
2023 1 297 $7M
2024 1 368 $8M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc., Total assets ($B): 0.007129746 · Participants: 297403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Inetsoft Technology Corp. 401(k) Plan in NJ ($7M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. grew at a solid clip - up 14.8% during 2023, from $6M to $7M. Reported net income was $917K.
How have Valley Opportunity Council, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Opportunity Council, in's sponsor-wide assets grew 31.2%, from $6M to $8M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Inetsoft Technology Corp. 401(k) Plan in NJ ($7M, 15 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042692763.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.