401(k) · DOL Form 5500 · 2023

Valley Capital Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$202,041
Avg per participant Above avg balance/head
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Official DOL plan name: Valley Capital Inc. 401(k) Plan · Sponsored by Valley Capital Inc. · California · Construction

$1M in assets, 6 participants

Valley Capital Inc.'s Valley Capital Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,102 in Construction (9,030 peers)

Valley Capital Inc. multi-year trail

Valley Capital Inc.'s plans moved +141.0% in assets from 2022 to 2024; this filing shows Valley Capital Inc. 401(k) Plan at $1M / 6 participants.

#2,102
in Construction (9,030 peers)
+68.9%
assets growth YoY

Valley Capital Inc. 401(k) Plan among the smaller filed plans by assets

Valley Capital Inc. 401(k) Plan vs every filed plan by assets

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

$1,212,248 25th percentile higher than 25% 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 Capital Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Capital Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Capital Inc. 401(k) Plan reported net income rose from -$2K in the plan year 2022 filing to $495K in the plan year 2023 filing.
  • Valley Capital Inc. 401(k) Plan end-of-year assets rose from $718K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Valley Capital Inc. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364772609 · Valley Capital Inc. PY 2023 · 401(k)

Valley Capital Inc. 401(k) Plan · $1M · 6 · 25th

  • EIN $1M
  • RANK 6
  • PHOTO 25th
  • IND 401(k)
  • EOY near Dak Smith, Inc. 401(k) Plan
  • 5500 ind #2102

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 Construction retirement plans → · Plans in California →

Valley Capital Inc. 401(k) Plan in the asset neighbourhood

Valley Capital Inc. 401(k) PlanValley Capital Inc. 401(k) P…$1MDak Smith, Inc. 401(k) Plan$1MSteven T. Wittmer, PA 401(k) Profit Sharing PlanSteven T. Wittmer, PA 401(k)…$1MFiber Industries LLC 401(k) PlanFiber Industries LLC 401(k) …$1MGfm 401(k) Plan$1M
End-of-year total assets ($M) among Valley Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valley Capital Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valley Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 140.96640939232526% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.72M $1.73M ▲ +140.3%
Year Plans Participants Total Assets
2022 1 4 $718K
2023 1 6 $1M
2024 1 6 $2M

Valley Capital Inc. filing trail (2023)

Total Assets (Beginning of Year)$718K
Net Assets (End of Year)$1M
Net Income$495K
Employer EIN364772609
Plan Effective Date2015-05-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Valley Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Valley Capital Inc. 401(k) Plan, Total assets ($B): 0.001212248 · Participants: 6Valley Capital Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Valley Capital Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Valley Capital Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Dak Smith, Inc. 401(k) Plan in TX ($1M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Capital Inc. 401(k) Plan assets move in 2023? ▼
Valley Capital Inc. 401(k) Plan surged - up 68.9% during 2023, from $718K to $1M. Reported net income was $495K.
How have Valley Capital Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Capital Inc.'s sponsor-wide assets grew 141.0%, from $718K to $2M.
Where does Valley Capital Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Capital Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Valley Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dak Smith, Inc. 401(k) Plan in TX ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Valley Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 364772609.

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.