401(k) · DOL Form 5500 · 2023

Valley Express LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
291
Participants Below avg headcount
59th
Percentile by assets National rank
$35,582
Avg per participant Low balance/head
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Official DOL plan name: Valley Express LLC 401(k) and Profit Sharing Plan · Sponsored by Valley Express LLC · Wisconsin · Transportation & Warehousing

$10M in assets, 291 participants

Valley Express LLC's Valley Express LLC 401(k) and Profit Sharing Plan reported $10M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,025 in Transportation & Warehousing (3,362 peers)

Valley Express LLC multi-year trail

Valley Express LLC's plans moved +29.6% in assets from 2022 to 2024; this filing shows Valley Express LLC 401(k) and Profit Sharing Plan at $10M / 291 participants.

#2,025
in Transportation & Warehousing (3,362 peers)
+17.4%
assets growth YoY

Valley Express LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Valley Express LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$10,354,320 Top 41% higher than 59% 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 Express LLC 401(k) and 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 Express LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Express LLC 401(k) and Profit Sharing Plan reported net income rose from -$418K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valley Express LLC 401(k) and Profit Sharing Plan reported participants rose from 171 in the plan year 2022 filing to 291 in the plan year 2023 filing.
  • Valley Express LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391907049 · Valley Express LLC PY 2023 · 401(k)

Valley Express LLC 401(k) and Profit Sharing Plan · $10M · 291 · 59th

  • NET $10M
  • BOOK 291
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Demand Science Group 401(k) Plan
  • EBSA ind #2025

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Valley Express LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Valley Express LLC 401(k) and Profit Sharing PlanValley Express LLC 401(k) an…$10MDemand Science Group 401(k) PlanDemand Science Group 401(k) …$10MWilson Senior Care 401(k) Retirement PlanWilson Senior Care 401(k) Re…$10MDan Cristiani Enterprises 401(k) Retirement Savings PlanDan Cristiani Enterprises 40…$10MEasy Ice, LLC 401(k) and Profit Sharing PlanEasy Ice, LLC 401(k) and Pro…$10M
End-of-year total assets ($M) among Valley Express LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Express LLC multi-year asset trail

Sponsor-wide plan assets over time

All Valley Express LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.581049740419278% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.82M $11.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 171 $9M
2023 1 291 $10M
2024 1 279 $11M

Valley Express LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN391907049
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Valley Express LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.01035432 · Participants: 291Valley Express LLC 401(k) and Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Express LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Valley Express LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Demand Science Group 401(k) Plan in MA ($10M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Express LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Valley Express LLC 401(k) and Profit Sharing Plan grew sharply - up 17.4% during 2023, from $9M to $10M. Reported net income was $2M.
How have Valley Express LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Express LLC's sponsor-wide assets grew 29.6%, from $9M to $11M.
Which 401(k) plans are similar in size to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Demand Science Group 401(k) Plan in MA ($10M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M 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 391907049.

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.