401(k) · DOL Form 5500 · 2023

Valor Healthcare, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,011
Participants Near avg headcount
83rd
Percentile by assets National rank
$40,812
Avg per participant Low balance/head
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Official DOL plan name: Valor Healthcare 401(k) Plan · Sponsored by Valor Healthcare, Inc. · Texas · Healthcare & Social Assistance

$41M in assets, 1,011 participants

Valor Healthcare, Inc.'s Valor Healthcare 401(k) Plan reported $41M in total assets and 1,011 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,190 in Healthcare & Social Assistance (17,684 peers)

Where Valor Healthcare 401(k) Plan sits by assets

Valor Healthcare 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 1,011 participants (~$40,812/participant), up 22.1% in 2023.

#15,190
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valor Healthcare 401(k) Plan's outsized position by total assets

Valor Healthcare 401(k) Plan vs every filed plan by assets

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

$41,260,967 Top 17% higher than 83% 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

Valor Healthcare 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valor Healthcare 401(k) Plan lands in the large band (1,011 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valor Healthcare 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Valor Healthcare 401(k) Plan reported participants rose from 511 in the plan year 2022 filing to 1,011 in the plan year 2023 filing.
  • Valor Healthcare 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203585174 · Valor Healthcare, Inc. PY 2023 · 401(k)

Valor Healthcare 401(k) Plan · $41M · 1,011 · 83rd

  • EIN $41M
  • EIN 1,011
  • EIN 83rd
  • EIN 401(k)
  • EIN near Connexus Credit Union 401(k) Plan
  • EIN ind #15190

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 Texas →

Valor Healthcare 401(k) Plan in the asset neighbourhood

Viking Holding Company, LLC 401(k) PlanViking Holding Company, LLC …$41MRetirement Savings Plan for Employees of Datacolor Inc.Retirement Savings Plan for …$41MValor Healthcare 401(k) Plan$41MConnexus Credit Union 401(k) PlanConnexus Credit Union 401(k)…$41MThe Monadnock Construction, Inc. 401(k) PlanThe Monadnock Construction, …$41M
End-of-year total assets ($M) among Valor Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN203585174
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valor Healthcare, Inc.)

Sponsor-wide plan assets over time

All Valor Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 34.51641572372015% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $45.5M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 511 $34M
2023 1 1,011 $41M
2024 1 995 $45M

Nearby 401(k) Plans in Texas

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

Valor Healthcare 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valor Healthcare 401(k) Plan, Total assets ($B): 0.041260967 · Participants: 1011Valor Healthcare 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Valor Healthcare 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Valor Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Connexus Credit Union 401(k) Plan in WI ($41M); by covered participants it is The Car Park Retirement Savings Plan in ID (1,011 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,011 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 Valor Healthcare 401(k) Plan assets move in 2023?
Valor Healthcare 401(k) Plan grew sharply - up 22.1% during 2023, from $34M to $41M. Reported net income was $7M.
How have Valor Healthcare, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Valor Healthcare, Inc.'s sponsor-wide assets grew 34.5%, from $34M to $45M.
Where does Valor Healthcare 401(k) Plan rank by assets among Form 5500 filers?
Valor Healthcare 401(k) Plan ranks in the 83rd 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 Valor Healthcare 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Connexus Credit Union 401(k) Plan in WI ($41M, 654 participants).
Which 401(k) plans cover a similar participant headcount to Valor Healthcare 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Car Park Retirement Savings Plan in ID (1,011 participants, $2M in assets).