401(k) · DOL Form 5500 · 2023

Valex, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$342,161
Avg per participant High balance/head
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Official DOL plan name: Valex, Inc. 401(k) Profit Sharing Plan · Sponsored by Valex, Inc. · Florida · Healthcare & Social Assistance

$2M in assets, 5 participants

Valex, Inc.'s Valex, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,685 in Healthcare & Social Assistance (17,684 peers)

Valex, Inc. multi-year trail

Valex, Inc.'s plans moved -14.2% in assets from 2022 to 2024; this filing shows Valex, Inc. 401(k) Profit Sharing Plan at $2M / 5 participants.

#4,685
in Healthcare & Social Assistance (17,684 peers)
-8.1%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valex, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Valex, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,710,806 29th percentile higher than 29% 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

Valex, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valex, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valex, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Valex, Inc. 401(k) Profit Sharing Plan reported net income fell from $711K in the plan year 2022 filing to -$150K in the plan year 2023 filing.
  • Valex, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364849551 · Valex, Inc. PY 2023 · 401(k)

Valex, Inc. 401(k) Profit Sharing Plan · $2M · 5 · 29th

  • ASSETS $2M
  • ASSETS 5
  • ASSETS 29th
  • ASSETS 401(k)
  • ASSETS near Providence Transportation Inc. 401(k) Plan
  • ASSETS ind #4685

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 Florida →

Valex, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Valex, Inc. 401(k) Profit Sharing PlanValex, Inc. 401(k) Profit Sh…$2MProvidence Transportation Inc. 401(k) PlanProvidence Transportation In…$2MPackaging Express, Inc. 401(k) PlanPackaging Express, Inc. 401(…$2MTimothy D Conway Dds PC 401(k) PlanTimothy D Conway Dds PC 401(…$2MNexvisionix, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Valex, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valex, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.20123811893185% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.86M $1.6M ▼ -14.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 5 $2M
2024 1 6 $2M

Valex, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$150K
Employer EIN364849551
Plan Effective Date2016-10-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Valex, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Valex, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001710806 · Participants: 5Valex, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Valex, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Valex, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Valex, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Providence Transportation Inc. 401(k) Plan in NC ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Valex, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Valex, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 8.1% during 2023, from $2M to $2M. Reported net income was -$150K.
How have Valex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valex, Inc.'s sponsor-wide assets declined 14.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Valex, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providence Transportation Inc. 401(k) Plan in NC ($2M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Valex, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 364849551.

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.