401(k) · DOL Form 5500 · 2023

MARYVALE 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
127
Participants Small participant base
63rd
Percentile by assets National rank
$98,934
Avg per participant Below avg balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale · Sponsored by MARYVALE · California · Healthcare & Social Assistance

$13M in assets, 127 participants

MARYVALE's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale reported $13M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,175 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,175
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale's mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale vs every filed plan by assets

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

$12,564,627 Top 37% higher than 63% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale reported participants rose from 112 in the plan year 2022 filing to 127 in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953889412 · MARYVALE PY 2023 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale · $13M · 127 · 63rd

  • RANK $13M
  • PHOTO 127
  • IND 63rd
  • EOY 401(k)
  • 5500 near Avgol America, Inc. 401(k) Plan
  • ASSETS ind #12175

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 California →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of MaryvaleSafe-Harbor 401(k) Profit Sh…$13MAvgol America, Inc. 401(k) PlanAvgol America, Inc. 401(k) P…$13MHingham Lumber Company Inc. 401(k) PlanHingham Lumber Company Inc. …$13MNations Reliable Lending, LLC 401(k) Profit Sharing PlanNations Reliable Lending, LL…$13MNovus Media Retirement Savings PlanNovus Media Retirement Savin…$13M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN953889412
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MARYVALE)

Sponsor-wide plan assets over time

All MARYVALE plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.1784649300713% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $11.1M $14.1M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 127 $13M
2024 1 140 $14M

Nearby 401(k) Plans in California

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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale, Total assets ($B): 0.012564627 · Participants: 127Safe-Harbor 401(k) Profit Sharing Plan for Employees of MaryvaleWells 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Avgol America, Inc. 401(k) Plan in NC ($13M); by covered participants it is Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale assets move in 2023? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale grew at a solid clip - up 13.4% during 2023, from $11M to $13M. Reported net income was $1M.
How have MARYVALE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MARYVALE's sponsor-wide assets grew 27.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale? ▼
Among 401(k) plans in other states, the closest by assets is Avgol America, Inc. 401(k) Plan in NC ($13M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Maryvale? ▼
Among 401(k) plans in other states, the closest by covered participants is Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan in TX (127 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 953889412.

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.