Profit Sharing · DOL Form 5500 · 2022

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
$256,648
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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 2022 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.

  • #4,517 in Healthcare & Social Assistance (20,060 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.

#4,517
in Healthcare & Social Assistance (20,060 peers)
-15.7%
assets change YoY

The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$1,026,593 25th percentile higher than 25% of 139,123 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 2022

Valley Pathology LLC Money Purchase Pension & Trust among micro filed plans by headcount

Plan-year 2022 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.

EBSA filing schedule strip

Filing strip 631150186 · Valley Pathology, LLC PY 2022 · Profit Sharing

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

  • ASSETS $1M
  • PCT 4
  • EIN 25th
  • RANK Profit Sharing
  • PHOTO near Jose Ricardo Llado Diaz Retirement Plan
  • IND ind #4517

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…$1MJose Ricardo Llado Diaz Retirement PlanJose Ricardo Llado Diaz Reti…$1MFahland Inc. Retirement Plan$1MFinancial Resources Management, Inc. Profit Sharing PlanFinancial Resources Manageme…$1MSwagger Foods Profit Sharing PlanSwagger Foods Profit Sharing…$1M
End-of-year total assets ($M) among Valley Pathology LLC Money Purchase Pension & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$192K
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. -10000100020003000 -10010203040 Total assets ($M) Participants Valley Pathology LLC Money Purchase Pension & Trust, Total assets ($M): 1.026593 · Participants: 4Valley Pathology LLC Money Purchase Pension & TrustThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Valley Pathology LLC Money Purchase Pension & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants

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 Jose Ricardo Llado Diaz Retirement Plan in PR ($1M); by covered participants it is Arz Education Retirement Plan in CA (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 2022. 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 2022?
Valley Pathology LLC Money Purchase Pension & Trust declined sharply - down 15.7% during 2022, from $1M to $1M. Reported net income was -$192K.
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 139,126 plans that reported assets for plan year 2022 (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 Jose Ricardo Llado Diaz Retirement Plan in PR ($1M, 1 participant).
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 Arz Education Retirement Plan in CA (4 participants, N/A in assets).