401(k) · DOL Form 5500 · 2023

Valley Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
162
Participants Small participant base
62nd
Percentile by assets National rank
$70,735
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Sales, Inc. Retirement Plan · Sponsored by Valley Sales, Inc. · Minnesota · Retail Trade

$11M in assets, 162 participants

Valley Sales, Inc.'s Valley Sales, Inc. Retirement Plan reported $11M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,103 in Retail Trade (8,414 peers)

Coverage in Minnesota

Valley Sales, Inc. Retirement Plan covers 162 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#6,103
in Retail Trade (8,414 peers)
-3.6%
assets change YoY

The plan reported a net loss of $429K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Sales, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Valley Sales, Inc. Retirement Plan vs every filed plan by assets

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

$11,459,030 Top 38% higher than 62% 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 Sales, Inc. Retirement 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 Sales, Inc. Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Sales, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$429K in the plan year 2023 filing.
  • Valley Sales, Inc. Retirement Plan reported participants rose from 131 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Valley Sales, Inc. Retirement Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411492158 · Valley Sales, Inc. PY 2023 · 401(k)

Valley Sales, Inc. Retirement Plan · $11M · 162 · 62nd

  • TYPE $11M
  • NET 162
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Foothill Packing, Inc. 401(k) Plan
  • SCH ind #6103

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 Retail Trade retirement plans → · Plans in Minnesota →

Valley Sales, Inc. Retirement Plan in the asset neighbourhood

Valley Sales, Inc. Retirement PlanValley Sales, Inc. Retiremen…$11MFoothill Packing, Inc. 401(k) PlanFoothill Packing, Inc. 401(k…$11MAccurate Technologies Inc. 401(k) PlanAccurate Technologies Inc. 4…$11MUnion Orthotics & Prosthetics Co 401(k) PlanUnion Orthotics & Prosthetic…$11MJudy Construction Company Profit Sharing PlanJudy Construction Company Pr…$11M
End-of-year total assets ($M) among Valley Sales, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$429K
Employer EIN411492158
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Sales, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 0.8446640714737358% vs 2022
2024 filing year
$11.4M$11.6M$11.8M$12M$12.2M 202220232024 $11.9M $12M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 131 $12M
2023 1 162 $11M
2024 1 162 $12M

Nearby 401(k) Plans in Minnesota

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

Valley Sales, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Valley Sales, Inc. Retirement Plan, Total assets ($B): 0.01145903 · Participants: 162Valley Sales, Inc. Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Valley Sales, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Valley Sales, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Foothill Packing, Inc. 401(k) Plan in CA ($11M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Sales, Inc. Retirement Plan assets move in 2023? ▼
Valley Sales, Inc. Retirement Plan edged down modestly - down 3.6% during 2023, from $12M to $11M. Reported net income was -$429K.
How have Valley Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Sales, Inc.'s sponsor-wide assets grew 0.8%, from $12M to $12M.
Which 401(k) plans are similar in size to Valley Sales, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foothill Packing, Inc. 401(k) Plan in CA ($11M, 4,588 participants).
Which 401(k) plans cover a similar participant headcount to Valley Sales, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 411492158.

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.