401(k) · DOL Form 5500 · 2023

Valley Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
298
Participants Below avg headcount
55th
Percentile by assets National rank
$27,905
Avg per participant Low balance/head
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Official DOL plan name: Valley Management, Inc. 401(k) Plan and Trust · Sponsored by Valley Management, Inc. · Wisconsin · Food Services & Accommodation

$8M in assets, 298 participants

Valley Management, Inc.'s Valley Management, Inc. 401(k) Plan and Trust reported $8M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,221 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Valley Management, Inc. 401(k) Plan and Trust ranks #3,221 of 3,828 2023 filers by assets (235% of the sector average)-$8M for 298 participants.

#3,221
in Food Services & Accommodation (3,828 peers)
+16.4%
assets growth YoY

Valley Management, Inc. 401(k) Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Valley Management, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$8,315,590 Top 45% higher than 55% 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 Management, Inc. 401(k) Plan and Trust 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 Management, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Management, Inc. 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Valley Management, Inc. 401(k) Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Valley Management, Inc. 401(k) Plan and Trust reported participants fell from 304 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391259167 · Valley Management, Inc. PY 2023 · 401(k)

Valley Management, Inc. 401(k) Plan and Trust · $8M · 298 · 55th

  • EBSA $8M
  • EBSA 298
  • EBSA 55th
  • EBSA 401(k)
  • EBSA near Hadco Construction 401(k) Plan
  • EBSA ind #3221

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Valley Management, Inc. 401(k) Plan and Trust in the asset neighbourhood

Valley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$8MHadco Construction 401(k) PlanHadco Construction 401(k) Pl…$8MJubitz Profit Sharing/401(k) PlanJubitz Profit Sharing/401(k)…$8MUprise Health 401(k) Plan$8MIcs Corporation Retirement Savings PlanIcs Corporation Retirement S…$8M
End-of-year total assets ($M) among Valley Management, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN391259167
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Management, Inc.)

Sponsor-wide plan assets over time

All Valley Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.471906866855619% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.14M $8.25M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 304 $7M
2023 1 298 $8M
2024 1 306 $8M

Nearby 401(k) Plans in Wisconsin

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

Valley Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Valley Management, Inc. 401(k) Plan and Trust, Total assets ($B): 0.00831559 · Participants: 298Valley Management, Inc. 401(k) Plan and TrustAdvocate 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 Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Management, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Valley Management, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hadco Construction 401(k) Plan in UT ($8M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Management, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Valley Management, Inc. 401(k) Plan and Trust grew sharply - up 16.4% during 2023, from $7M to $8M. Reported net income was $1M.
How have Valley Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Management, Inc.'s sponsor-wide assets grew 15.5%, from $7M to $8M.
Which 401(k) plans are similar in size to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hadco Construction 401(k) Plan in UT ($8M, 474 participants).
Which 401(k) plans cover a similar participant headcount to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 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 391259167.

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.