401(k) · DOL Form 5500 · 2023

Valsource, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
200
Participants Below avg headcount
82nd
Percentile by assets National rank
$188,681
Avg per participant Above avg balance/head
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Official DOL plan name: Valsource, Inc. 401(k) Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services

$38M in assets, 200 participants

Valsource, Inc.'s Valsource, Inc. 401(k) Plan reported $38M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,860 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Valsource, Inc. 401(k) Plan covers 200 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.

#16,860
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valsource, Inc. 401(k) Plan's outsized position by total assets

Valsource, Inc. 401(k) Plan vs every filed plan by assets

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

$37,736,120 Top 18% higher than 82% 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

Valsource, Inc. 401(k) 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. Valsource, Inc. 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valsource, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Valsource, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Valsource, Inc. 401(k) Plan reported participants fell from 203 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232855010 · Valsource, Inc. PY 2023 · 401(k)

Valsource, Inc. 401(k) Plan · $38M · 200 · 82nd

  • 5500 $38M
  • 5500 200
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Digital Domain, Inc.401(k) Employee Savings Plan
  • 5500 ind #16860

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Valsource, Inc. 401(k) Plan in the asset neighbourhood

Valsource, Inc. 401(k) Plan$38MDigital Domain, Inc.401(k) Employee Savings PlanDigital Domain, Inc.401(k) E…$38MSugar Cane Growers Cooperative of Florida 401(k) PlanSugar Cane Growers Cooperati…$38MChestnut Hill Realty Corp. 401(k) PlanChestnut Hill Realty Corp. 4…$38MRobinson 401(k) Profit Sharing PlanRobinson 401(k) Profit Shari…$38M
End-of-year total assets ($M) among Valsource, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN232855010
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

Sponsor-wide plan assets over time

All Valsource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 25.963684219821143% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 418 $72M
2023 2 386 $89M
2024 2 431 $90M

Nearby 401(k) Plans in Pennsylvania

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

Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Valsource, Inc. 401(k) Plan, Total assets ($B): 0.03773612 · Participants: 200Valsource, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Digital Domain, Inc.401(k) Employee Savings Plan in CA ($38M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Valsource, Inc. 401(k) Plan assets move in 2023? ▼
Valsource, Inc. 401(k) Plan grew sharply - up 23.4% during 2023, from $31M to $38M. Reported net income was $7M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Domain, Inc.401(k) Employee Savings Plan in CA ($38M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 232855010.

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.