401(k) · DOL Form 5500 · 2023
Valley Ent, P.C. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 241
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $111,133
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Ent, P.C. 401(k) Profit Sharing Plan · Sponsored by Valley Ent, P.C. · Arizona · Healthcare & Social Assistance
$27M in assets, 241 participants
Valley Ent, P.C.'s Valley Ent, P.C. 401(k) Profit Sharing Plan reported $27M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,323 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Valley Ent, P.C. 401(k) Profit Sharing Plan covers 241 participants in Arizona, about 43% of the average Arizona filer (state average ~564 per filing). Assets: $27M.
- #14,323
- in Healthcare & Social Assistance (17,684 peers)
- +14.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Valley Ent, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Valley Ent, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,783,111 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Valley Ent, P.C. 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. Valley Ent, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valley Ent, P.C. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Valley Ent, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Valley Ent, P.C. 401(k) Profit Sharing Plan reported participants rose from 230 in the plan year 2022 filing to 241 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 204011284 · Valley Ent, P.C. PY 2023 · 401(k)
Valley Ent, P.C. 401(k) Profit Sharing Plan · $27M · 241 · 78th
- BOY $27M
- BOY 241
- BOY 78th
- BOY 401(k)
- BOY near Procare Software LLC 401(k) Plan
- BOY ind #14323
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 Arizona →
Valley Ent, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 204011284 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Ent, P.C.)
Sponsor-wide plan assets over time
All Valley Ent, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 26.50253741851306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $23M |
| 2023 | 1 | 241 | $27M |
| 2024 | 1 | 256 | $29M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Valley Ent, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Procare Software LLC 401(k) Plan in OR ($27M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Procare Software LLC 401(k) Plan (OR) $27M · 402
- David&goliath Employees 401(k)/Profit Sharing Plan (CA) $27M · 162
- Nio USA, Inc. 401(k) Plan (CA) $27M · 221
- Northend Associates LLC 401(k) Plan (OK) $27M · 63
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Tango Card Inc 401(k) Profit Sharing Plan and Trust (WA) 241 · 0 off
- Quality Chemical Laboratories, LLC Retirement Savings Plan (NC) 241 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 241 · 0 off
- Tenerity Employee Savings Plan (TX) 241 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.