Other · DOL Form 5500 · 2024
Valdez Construction, Inc. Employee Stock Ownership Plan
Data updated 2026-05-15
- $481K
- Total assets
- 12
- Participants
- 17th
- Percentile by assets
- $40,113
- Avg per participant
Sponsored by Valdez Construction, Inc. · Washington · Construction
What the 2024 filing shows
Valdez Construction, Inc. Employee Stock Ownership Plan holds $481K for 12 participants - about $40,113 per participant, among the smaller plans by assets on file, down 0.0% over the 2024 plan year.
- $481K
- total plan assets (2024 EOY)
- 12
- covered participants
- 17th
- percentile by assets (of 116,472 plans)
- $40,113
- avg assets per participant
Other · DOL Form 5500 · 2024
What the Filing Says About Valdez Construction, Inc. Employee Stock Ownership Plan
Valdez Construction, Inc. Employee Stock Ownership Plan is an Other retirement plan sponsored by Valdez Construction, Inc., headquartered in Washington. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $481K in total end-of-year assets and covers 12 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 900134111, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets held essentially flat from $481K at the beginning of 2024 to $481K at year-end - down 0.0%. Net assets (after liabilities) closed the year at -$337K, with reported net income of $25 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Valdez Construction, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $1M to $481K, a decline of 62.0%, while reported participants moved from 25 to 12 (-52.0%). The strongest year on file by total sponsor assets was 2022 at $1M; the softest was 2024 at $481K. Year-by-year, sponsor-wide filings show: 2022 - $1M in assets across 1 plan covering 25 participants; 2023 - $481K in assets across 1 plan covering 16 participants; 2024 - $481K in assets across 1 plan covering 12 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Valdez Construction, Inc. Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $481K |
|---|---|
| Total Assets (End of Year) | $481K |
| Net Assets (End of Year) | -$337K |
| Net Income | $25 |
| Plan Type | Other |
| Employer EIN | 900134111 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valdez Construction, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $1M |
| 2023 | 1 | 16 | $481K |
| 2024 | 1 | 12 | $481K |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $56.4B · 231,156
- The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.2B · 4,281
- Boeing North American Retirement Plan $2.3B · 137
Frequently Asked Questions
How much money is in the Valdez Construction, Inc. Employee Stock Ownership Plan? ▼
What type of plan is Valdez Construction, Inc. Employee Stock Ownership Plan? ▼
Who sponsors the Valdez Construction, Inc. Employee Stock Ownership Plan? ▼
How did Valdez Construction, Inc. Employee Stock Ownership Plan perform in 2024? ▼
What this filing means
Ways to act on Valdez Construction, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Valdez Construction, Inc. Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Washington. Compare plans
- Valdez Construction, Inc.'s sponsor-wide assets have declined 62.0% since 2022 across 3 plan years on file. More Construction plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 900134111.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.