401(k) · DOL Form 5500 · 2023

Shenandoah Valley Electric Cooperative 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
232
Participants Below avg headcount
85th
Percentile by assets National rank
$201,544
Avg per participant Above avg balance/head
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Official DOL plan name: Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan · Sponsored by Shenandoah Valley Electric Cooperative · Virginia · Utilities

$47M in assets, 232 participants

Shenandoah Valley Electric Cooperative's Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan reported $47M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #368 in Utilities (721 peers)

Coverage in Virginia

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan covers 232 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $47M.

#368
in Utilities (721 peers)
+18.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan's outsized position by total assets

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$46,758,111 Top 15% higher than 85% 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

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan 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. Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan reported participants rose from 229 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540377465 · Shenandoah Valley Electric Cooperative PY 2023 · 401(k)

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan · $47M · 232 · 85th

  • RANK $47M
  • RANK 232
  • RANK 85th
  • RANK 401(k)
  • RANK near Joeris General Contractors, Ltd. 401(k) Retirement Plan
  • RANK ind #368

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 Utilities retirement plans → · Plans in Virginia →

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan in the asset neighbourhood

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing PlanShenandoah Valley Electric C…$47MJoeris General Contractors, Ltd. 401(k) Retirement PlanJoeris General Contractors, …$47MRaleigh Neurology Associates, P.a. 401(k) Profit Sharing PlanRaleigh Neurology Associates…$47MSentinel Peak Resources Management LLC 401(k) PlanSentinel Peak Resources Mana…$47MTully Group Employee Savings and Protection PlanTully Group Employee Savings…$47M
End-of-year total assets ($M) among Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN540377465
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shenandoah Valley Electric Cooperative)

Sponsor-wide plan assets over time

All Shenandoah Valley Electric Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$56M 42.789891315041096% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.5M $56.4M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 229 $39M
2023 1 232 $47M
2024 1 246 $56M

Nearby 401(k) Plans in Virginia

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

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan, Total assets ($B): 0.046758111 · Participants: 232Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Joeris General Contractors, Ltd. 401(k) Retirement Plan in TX ($47M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan assets move in 2023? ▼
Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan grew sharply - up 18.4% during 2023, from $39M to $47M. Reported net income was $7M.
How have Shenandoah Valley Electric Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shenandoah Valley Electric Cooperative's sponsor-wide assets grew 42.8%, from $39M to $56M.
Where does Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joeris General Contractors, Ltd. 401(k) Retirement Plan in TX ($47M, 600 participants).
Which 401(k) plans cover a similar participant headcount to Shenandoah Valley Electric Cooperative 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 540377465.

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.