401(k) · DOL Form 5500 · 2023

United Claim Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
232
Participants Below avg headcount
57th
Percentile by assets National rank
$39,336
Avg per participant Low balance/head
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Official DOL plan name: Valenz 401(k) Retirement Savings Plan · Sponsored by United Claim Solutions, LLC · Arizona · Finance & Insurance

$9M in assets, 232 participants

United Claim Solutions, LLC's Valenz 401(k) Retirement Savings Plan reported $9M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,664 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Valenz 401(k) Retirement Savings Plan covers 232 participants in Arizona, about 41% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#3,664
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY

Valenz 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Valenz 401(k) Retirement Savings Plan vs every filed plan by assets

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

$9,126,013 Top 43% higher than 57% 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

Valenz 401(k) Retirement Savings 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. Valenz 401(k) Retirement Savings Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valenz 401(k) Retirement Savings Plan reported net income rose from $905K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Valenz 401(k) Retirement Savings Plan reported participants rose from 128 in the plan year 2022 filing to 232 in the plan year 2023 filing.
  • Valenz 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 815130313 · United Claim Solutions, LLC PY 2023 · 401(k)

Valenz 401(k) Retirement Savings Plan · $9M · 232 · 57th

  • VS-ST $9M
  • VS-ST 232
  • VS-ST 57th
  • VS-ST 401(k)
  • VS-ST near California Custom Fruits & Flavors, Inc. 401(k) Plan
  • VS-ST ind #3664

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 Finance & Insurance retirement plans → · Plans in Arizona →

Valenz 401(k) Retirement Savings Plan in the asset neighbourhood

Valenz 401(k) Retirement Savings PlanValenz 401(k) Retirement Sav…$9MCalifornia Custom Fruits & Flavors, Inc. 401(k) PlanCalifornia Custom Fruits & F…$9MAcro Industries Inc1 401(k) Profit Sharing Plan & TrustAcro Industries Inc1 401(k) …$9MHealth Group Management, LLC 401(k) PlanHealth Group Management, LLC…$9M403(b) Thrift Plan for Goodwill Industries of Southern New England, Inc.403(b) Thrift Plan for Goodw…$9M
End-of-year total assets ($M) among Valenz 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN815130313
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Claim Solutions, LLC)

Sponsor-wide plan assets over time

All United Claim Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 83.02577922499188% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.37M $13.5M ▲ +83.0%
Year Plans Participants Total Assets
2022 1 128 $7M
2023 1 232 $9M
2024 1 293 $13M

Nearby 401(k) Plans in Arizona

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

Valenz 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Valenz 401(k) Retirement Savings Plan, Total assets ($B): 0.009126013 · Participants: 232Valenz 401(k) Retirement Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Valenz 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Valenz 401(k) Retirement Savings Plan side-by-side with 3 peers →

Valenz 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is California Custom Fruits & Flavors, Inc. 401(k) Plan in CA ($9M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Valenz 401(k) Retirement Savings Plan assets move in 2023? ▼
Valenz 401(k) Retirement Savings Plan grew sharply - up 23.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have United Claim Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Claim Solutions, LLC's sponsor-wide assets grew 83.0%, from $7M to $13M.
Which 401(k) plans are similar in size to Valenz 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Custom Fruits & Flavors, Inc. 401(k) Plan in CA ($9M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Valenz 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 815130313.

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.