Profit Sharing · DOL Form 5500 · 2023

Valley Pathology, LLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$682,769
Avg per participant High balance/head
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Official DOL plan name: Valley Pathology LLC Profit Sharing Plan & Trust · Sponsored by Valley Pathology, LLC · Alabama · Healthcare & Social Assistance

$3M in assets, 4 participants

Valley Pathology, LLC's Valley Pathology LLC Profit Sharing Plan & Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,159 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 Profit Sharing Plan & Trust at $3M / 4 participants.

#6,159
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Valley Pathology LLC Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Pathology LLC Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,731,077 34th percentile higher than 34% 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 Profit Sharing Plan & 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 Profit Sharing Plan & 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 Profit Sharing Plan & Trust reported net income rose from -$540K in the plan year 2022 filing to $408K in the plan year 2023 filing.
  • Valley Pathology LLC Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Valley Pathology LLC Profit Sharing Plan & Trust · $3M · 4 · 34th

  • RANK $3M
  • RANK 4
  • RANK 34th
  • RANK Profit Sharing
  • RANK near Integrus Investments Inc. Retirement Plan
  • RANK ind #6159

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 Profit Sharing Plan & Trust in the asset neighbourhood

Valley Pathology LLC Profit Sharing Plan & TrustValley Pathology LLC Profit …$3MIntegrus Investments Inc. Retirement PlanIntegrus Investments Inc. Re…$3MEroi Assets, Inc. Profit Sharing PlanEroi Assets, Inc. Profit Sha…$3MBarto Funeral Homes Ltd Employees Profit Sharing PlanBarto Funeral Homes Ltd Empl…$3MJk Design, Inc. Profit Sharing PlanJk Design, Inc. Profit Shari…$3M
End-of-year total assets ($M) among Valley Pathology LLC Profit Sharing Plan & 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)$2M
Net Assets (End of Year)$3M
Net Income$408K
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 Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Valley Pathology LLC Profit Sharing Plan & Trust, Total assets ($M): 2.731077 · Participants: 4Valley Pathology LLC Profit Sharing Plan & 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 Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants

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

Outside Alabama, the nearest Profit Sharing by assets is Integrus Investments Inc. Retirement Plan in NC ($3M); 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 Profit Sharing Plan & Trust assets move in 2023?
Valley Pathology LLC Profit Sharing Plan & Trust grew sharply - up 17.6% during 2023, from $2M to $3M. Reported net income was $408K.
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.
Which Profit Sharing plans are similar in size to Valley Pathology LLC Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Integrus Investments Inc. Retirement Plan in NC ($3M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Valley Pathology LLC Profit Sharing Plan & 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).