401(k) · DOL Form 5500 · 2023

Valvact, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 2
Participants Small participant base: 42nd
Percentile by assets National rank: $2.2M
Avg per participant High balance/head

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Official DOL plan name: Valvact, Inc. 401(k) Plan · Sponsored by Valvact, Inc. · Texas · Wholesale Trade

$4M in assets, 2 participants

Valvact, Inc.'s Valvact, Inc. 401(k) Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#1,977 in Wholesale Trade (6,309 peers)

Valvact, Inc. multi-year trail

Valvact, Inc.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows Valvact, Inc. 401(k) Plan at $4M / 2 participants.

#1,977
in Wholesale Trade (6,309 peers): +98.0%
assets growth YoY

Valvact, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Valvact, Inc. 401(k) Plan vs every filed plan by assets

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

$4,432,633 42nd percentile higher than 42% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Valvact, 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. Valvact, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Valvact, Inc. 401(k) Plan reported net income rose from $168K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Valvact, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810803955 · Valvact, Inc. PY 2023 · 401(k)

Valvact, Inc. 401(k) Plan · $4M · 2 · 42nd

IND $4M
EOY 2
5500 42nd
ASSETS 401(k)
PCT near Cornerstone Builders of Sw Florida, Inc.401(k) Plan
EIN ind #1977

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Valvact, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valvact, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $4M 63.8088860516677% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$4M
2024	1	2	$4M

Valvact, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$2M
Employer EIN	810803955
Plan Effective Date	2015-12-09
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Valvact, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Valvact, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Cornerstone Builders of Sw Florida, Inc.401(k) Plan in FL ($4M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Cornerstone Builders of Sw Florida, Inc.401(k) Plan (FL) $4M · 204
Speech Language 401(k) Plan (CA) $4M · 186
The Spa Divas Inc. Retirement Plan (FL) $4M · 44
Abc Boring Co, Inc. 401(k) Plan and Trust (MI) $4M · 25

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Valvact, Inc. 401(k) Plan assets move in 2023? ▼

Valvact, Inc. 401(k) Plan surged - up 98.0% during 2023, from $2M to $4M. Reported net income was $2M.

How have Valvact, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valvact, Inc.'s sponsor-wide assets grew 63.8%, from $2M to $4M.

Which 401(k) plans are similar in size to Valvact, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cornerstone Builders of Sw Florida, Inc.401(k) Plan in FL ($4M, 204 participants).

Which 401(k) plans cover a similar participant headcount to Valvact, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 810803955.