401(k) · DOL Form 5500 · 2023

Valentino U.S.a., Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
248
Participants Below avg headcount
63rd
Percentile by assets National rank
$50,409
Avg per participant Low balance/head
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Official DOL plan name: Valentino U.S.a., Inc. 401(k) Retirement Plan · Sponsored by Valentino U.S.a., Inc · New York · Wholesale Trade

$13M in assets, 248 participants

Valentino U.S.a., Inc's Valentino U.S.a., Inc. 401(k) Retirement Plan reported $13M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,571 in Wholesale Trade (6,309 peers)

Coverage in New York

Valentino U.S.a., Inc. 401(k) Retirement Plan covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $13M.

#3,571
in Wholesale Trade (6,309 peers)
+27.5%
assets growth YoY

Valentino U.S.a., Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Valentino U.S.a., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$12,501,486 Top 37% higher than 63% 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

Valentino U.S.a., Inc. 401(k) Retirement 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. Valentino U.S.a., Inc. 401(k) Retirement Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valentino U.S.a., Inc. 401(k) Retirement Plan reported net income rose from -$968K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Valentino U.S.a., Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Valentino U.S.a., Inc. 401(k) Retirement Plan reported participants rose from 201 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133924430 · Valentino U.S.a., Inc PY 2023 · 401(k)

Valentino U.S.a., Inc. 401(k) Retirement Plan · $13M · 248 · 63rd

  • EIN $13M
  • RANK 248
  • PHOTO 63rd
  • IND 401(k)
  • EOY near Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #3571

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 Wholesale Trade retirement plans → · Plans in New York →

Valentino U.S.a., Inc. 401(k) Retirement Plan in the asset neighbourhood

Valentino U.S.a., Inc. 401(k) Retirement PlanValentino U.S.a., Inc. 401(k…$13MApex Physics Partners, LLC 401(k) Profit Sharing Plan & TrustApex Physics Partners, LLC 4…$13MNu-Way Industries, Inc. Profit Sharing PlanNu-Way Industries, Inc. Prof…$12MGolden Eagle Distributing Co 401(k) Profit Sharing Plan & TrustGolden Eagle Distributing Co…$12MLhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing PlanLhc, Incorporated/Thompson R…$13M
End-of-year total assets ($M) among Valentino U.S.a., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN133924430
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valentino U.S.a., Inc)

Sponsor-wide plan assets over time

All Valentino U.S.a., Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.402575944254515% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.8M $14.9M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 201 $10M
2023 1 248 $13M
2024 1 284 $15M

Nearby 401(k) Plans in New York

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

Valentino U.S.a., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Valentino U.S.a., Inc. 401(k) Retirement Plan, Total assets ($B): 0.012501486 · Participants: 248Valentino U.S.a., Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Valentino U.S.a., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Valentino U.S.a., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Valentino U.S.a., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust in MD ($13M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Valentino U.S.a., Inc. 401(k) Retirement Plan assets move in 2023? ▼
Valentino U.S.a., Inc. 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $10M to $13M. Reported net income was $3M.
How have Valentino U.S.a., Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valentino U.S.a., Inc's sponsor-wide assets grew 52.4%, from $10M to $15M.
Which 401(k) plans are similar in size to Valentino U.S.a., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apex Physics Partners, LLC 401(k) Profit Sharing Plan & Trust in MD ($13M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Valentino U.S.a., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 133924430.

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.