401(k) · DOL Form 5500 · 2023

Valley Health Services, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
202
Participants Below avg headcount
60th
Percentile by assets National rank
$53,199
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Health Services, Inc. Employee Savings and Protection Plan · Sponsored by Valley Health Services, Inc · New York · Healthcare & Social Assistance

$11M in assets, 202 participants

Valley Health Services, Inc's Valley Health Services, Inc. Employee Savings and Protection Plan reported $11M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,617 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Valley Health Services, Inc. Employee Savings and Protection Plan covers 202 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $11M.

#11,617
in Healthcare & Social Assistance (17,684 peers)
+19.3%
assets growth YoY

Valley Health Services, Inc. Employee Savings and Protection Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Health Services, Inc. Employee Savings and Protection Plan vs every filed plan by assets

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

$10,746,193 Top 40% higher than 60% 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 Health Services, Inc. Employee Savings and Protection 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 Health Services, Inc. Employee Savings and Protection Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Health Services, Inc. Employee Savings and Protection Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valley Health Services, Inc. Employee Savings and Protection Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Valley Health Services, Inc. Employee Savings and Protection Plan reported participants rose from 186 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222511614 · Valley Health Services, Inc PY 2023 · 401(k)

Valley Health Services, Inc. Employee Savings and Protection Plan · $11M · 202 · 60th

  • PCT $11M
  • PCT 202
  • PCT 60th
  • PCT 401(k)
  • PCT near Power Sales & Advertising, Inc. 401(k) Plan
  • PCT ind #11617

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Valley Health Services, Inc. Employee Savings and Protection Plan in the asset neighbourhood

Valley Health Services, Inc. Employee Savings and Protection PlanValley Health Services, Inc.…$11MPower Sales & Advertising, Inc. 401(k) PlanPower Sales & Advertising, I…$11MBay Area Hospitalists PA 401(k) Profit Sharing Plan & TrustBay Area Hospitalists PA 401…$11MSooner Southwest Bankshares, Inc. 401(k) Profit Sharing PlanSooner Southwest Bankshares,…$11MPioneer 401(k) Plan$11M
End-of-year total assets ($M) among Valley Health Services, Inc. Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN222511614
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Health Services, Inc)

Sponsor-wide plan assets over time

All Valley Health Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.26348674670151% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.01M $11.4M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 186 $9M
2023 1 202 $11M
2024 1 193 $11M

Nearby 401(k) Plans in New York

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

Valley Health Services, Inc. Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Valley Health Services, Inc. Employee Savings and Protection Plan, Total assets ($B): 0.010746193 · Participants: 202Valley Health Services, Inc. Employee Savings and Protection PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Valley Health Services, Inc. Employee Savings and Protection Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Valley Health Services, Inc. Employee Savings and Protection Plan side-by-side with 3 peers →

Valley Health Services, Inc. Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Power Sales & Advertising, Inc. 401(k) Plan in KS ($11M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Health Services, Inc. Employee Savings and Protection Plan assets move in 2023? ▼
Valley Health Services, Inc. Employee Savings and Protection Plan grew sharply - up 19.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Valley Health Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Health Services, Inc's sponsor-wide assets grew 26.3%, from $9M to $11M.
Which 401(k) plans are similar in size to Valley Health Services, Inc. Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Power Sales & Advertising, Inc. 401(k) Plan in KS ($11M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Valley Health Services, Inc. Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 222511614.

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.