401(k) · DOL Form 5500 · 2023

Valley Joist, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
286
Participants Below avg headcount
42nd
Percentile by assets National rank
$15,155
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Joist, LLC 401(k) Savings Plan · Sponsored by Valley Joist, LLC · Alabama · Manufacturing

$4M in assets, 286 participants

Valley Joist, LLC's Valley Joist, LLC 401(k) Savings Plan reported $4M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,653 in Manufacturing (18,722 peers)

Valley Joist, LLC multi-year trail

Valley Joist, LLC's plans moved +72.4% in assets from 2022 to 2024; this filing shows Valley Joist, LLC 401(k) Savings Plan at $4M / 286 participants.

#4,653
in Manufacturing (18,722 peers)
+36.1%
assets growth YoY

Valley Joist, LLC 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Valley Joist, LLC 401(k) Savings Plan vs every filed plan by assets

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

$4,334,227 42nd percentile higher than 42% 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

Valley Joist, LLC 401(k) Savings 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 Joist, LLC 401(k) Savings Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Joist, LLC 401(k) Savings Plan reported net income rose from $282K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Valley Joist, LLC 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Valley Joist, LLC 401(k) Savings Plan reported participants rose from 248 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631106232 · Valley Joist, LLC PY 2023 · 401(k)

Valley Joist, LLC 401(k) Savings Plan · $4M · 286 · 42nd

  • RANK $4M
  • PHOTO 286
  • IND 42nd
  • EOY 401(k)
  • 5500 near Dca Retirement Plan
  • ASSETS ind #4653

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 Manufacturing retirement plans → · Plans in Alabama →

Valley Joist, LLC 401(k) Savings Plan in the asset neighbourhood

Valley Joist, LLC 401(k) Savings PlanValley Joist, LLC 401(k) Sav…$4MDca Retirement Plan$4MMarylou's Coffee Profit Sharing PlanMarylou's Coffee Profit Shar…$4MNobel Automotive Retirement Savings PlanNobel Automotive Retirement …$4MHy-Pro Corporation 401(k) PlanHy-Pro Corporation 401(k) Pl…$4M
End-of-year total assets ($M) among Valley Joist, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Joist, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Valley Joist, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 72.37893941139521% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.19M $5.49M ▲ +72.1%
Year Plans Participants Total Assets
2022 1 248 $3M
2023 1 286 $4M
2024 1 243 $5M

Valley Joist, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN631106232
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Valley Joist, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Valley Joist, LLC 401(k) Savings Plan, Total assets ($B): 0.004334227 · Participants: 286Valley Joist, LLC 401(k) Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Valley Joist, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Valley Joist, LLC 401(k) Savings Plan side-by-side with 3 peers →

Valley Joist, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Dca Retirement Plan in TN ($4M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Valley Joist, LLC 401(k) Savings Plan assets move in 2023? ▼
Valley Joist, LLC 401(k) Savings Plan surged - up 36.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Valley Joist, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Joist, LLC's sponsor-wide assets grew 72.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Valley Joist, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dca Retirement Plan in TN ($4M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Valley Joist, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants, N/A 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 631106232.

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.