Profit Sharing · DOL Form 5500 · 2023

Valley Pathology, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$292,990
Avg per participant High balance/head
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Official DOL plan name: Valley Pathology LLC Money Purchase Pension & Trust · Sponsored by Valley Pathology, LLC · Alabama · Healthcare & Social Assistance

$1M in assets, 4 participants

Valley Pathology, LLC's Valley Pathology LLC Money Purchase Pension & Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,746 in Healthcare & Social Assistance (17,684 peers)

Valley Pathology, LLC multi-year trail

Valley Pathology, LLC's plans moved +155.3% in assets from 2022 to 2024; this filing shows Valley Pathology LLC Money Purchase Pension & Trust at $1M / 4 participants.

#3,746
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Valley Pathology LLC Money Purchase Pension & Trust among the smaller filed plans by assets

Valley Pathology LLC Money Purchase Pension & Trust vs every filed plan by assets

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

$1,171,959 25th percentile higher than 25% 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 Pathology LLC Money Purchase Pension & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Pathology LLC Money Purchase Pension & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Pathology LLC Money Purchase Pension & Trust reported net income rose from -$192K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Valley Pathology LLC Money Purchase Pension & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 631150186 · Valley Pathology, LLC PY 2023 · Profit Sharing

Valley Pathology LLC Money Purchase Pension & Trust · $1M · 4 · 25th

  • EBSA $1M
  • PART 4
  • TYPE 25th
  • NET Profit Sharing
  • BOOK near Adams Liquor Corporation Profit Sharing Plan
  • VS-ST ind #3746

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 Alabama →

Valley Pathology LLC Money Purchase Pension & Trust in the asset neighbourhood

Valley Pathology LLC Money Purchase Pension & TrustValley Pathology LLC Money P…$1MAdams Liquor Corporation Profit Sharing PlanAdams Liquor Corporation Pro…$1MDavid Walsh Associates Profit Sharing PlanDavid Walsh Associates Profi…$1MCsv Pools and Spas, Inc. Retirement PlanCsv Pools and Spas, Inc. Ret…$1MBradley and Sons, Inc. Profit Sharing PlanBradley and Sons, Inc. Profi…$1M
End-of-year total assets ($M) among Valley Pathology LLC Money Purchase Pension & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Valley Pathology, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Valley Pathology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 155.2740215137996% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.35M $8.55M ▲ +155.2%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 8 $4M
2024 4 20 $9M

Valley Pathology, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$145K
Employer EIN631150186
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Valley Pathology LLC Money Purchase Pension & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Valley Pathology LLC Money Purchase Pension & Trust, Total assets ($M): 1.171959 · Participants: 4Valley Pathology LLC Money Purchase Pension & TrustThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Valley Pathology LLC Money Purchase Pension & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Valley Pathology LLC Money Purchase Pension & Trust side-by-side with 3 peers →

Valley Pathology LLC Money Purchase Pension & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Adams Liquor Corporation Profit Sharing Plan in MN ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Pathology LLC Money Purchase Pension & Trust assets move in 2023? ▼
Valley Pathology LLC Money Purchase Pension & Trust grew at a solid clip - up 14.2% during 2023, from $1M to $1M. Reported net income was $145K.
How have Valley Pathology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Pathology, LLC's sponsor-wide assets grew 155.3%, from $3M to $9M.
Where does Valley Pathology LLC Money Purchase Pension & Trust rank by assets among Form 5500 filers? ▼
Valley Pathology LLC Money Purchase Pension & Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Valley Pathology LLC Money Purchase Pension & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Adams Liquor Corporation Profit Sharing Plan in MN ($1M, 28 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Pathology LLC Money Purchase Pension & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 631150186.

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.