401(k) · DOL Form 5500 · 2023

Valera Health, Inc. 401(k) Plan

Data updated 2026-08-25

$821K
Total assets Small plan by assets
106
Participants Small participant base
22nd
Percentile by assets National rank
$7,745
Avg per participant Low balance/head
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Official DOL plan name: Valera Health 401(k) Plan · Sponsored by Valera Health, Inc. · New York · Healthcare & Social Assistance

$821K in assets, 106 participants

Valera Health, Inc.'s Valera Health 401(k) Plan reported $821K in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,096 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Valera Health 401(k) Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $821K.

#3,096
in Healthcare & Social Assistance (17,684 peers)
$821K
reported net income

Valera Health 401(k) Plan among the smaller filed plans by assets

Valera Health 401(k) Plan vs every filed plan by assets

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

$820,943 22nd percentile higher than 22% 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

Valera Health 401(k) 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. Valera Health 401(k) Plan sits mid-pack in the medium band (106 participants).

DOL schedule card

Filing strip 464325342 · Valera Health, Inc. PY 2023 · 401(k)

Valera Health 401(k) Plan · $821K · 106 · 22nd

  • 5500 $821K
  • 5500 106
  • 5500 22nd
  • 5500 401(k)
  • 5500 near Thomas Arvid Fine Art, Inc. 401(k) Plan
  • 5500 ind #3096

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 →

Valera Health 401(k) Plan in the asset neighbourhood

Valera Health 401(k) Plan$821KThomas Arvid Fine Art, Inc. 401(k) PlanThomas Arvid Fine Art, Inc. …$821KSanks Machining, Inc.$821KNotthewolf Retirement Plan$821KBenhaba Inc. 401(k) Plan$821K
End-of-year total assets ($M) among Valera Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$821K
Net Income$821K
Employer EIN464325342
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valera Health, Inc.)

Sponsor-wide plan assets over time

All Valera Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 89.17598420353178% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.82M $1.55M ▲ +89.0%
Year Plans Participants Total Assets
2023 1 106 $821K
2024 1 328 $2M

Nearby 401(k) Plans in New York

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

Valera Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Valera Health 401(k) Plan, Total assets ($B): 0.000820943 · Participants: 106Valera Health 401(k) 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
Valera Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Valera Health 401(k) Plan side-by-side with 3 peers →

Valera Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Thomas Arvid Fine Art, Inc. 401(k) Plan in GA ($821K); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($821K here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 have Valera Health, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Valera Health, Inc.'s sponsor-wide assets grew 89.2%, from $821K to $2M.
Where does Valera Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Valera Health 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valera Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thomas Arvid Fine Art, Inc. 401(k) Plan in GA ($821K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Valera Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 464325342.

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.