401(k) · DOL Form 5500 · 2024

Valley Bird, Inc 401(k) Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$37,848
Avg per participant Low balance/head
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Official DOL plan name: Valley Bird, Inc 401(k) Plan · Sponsored by Valley Bird, Inc · Arizona · Administrative & Support Services

$76K in assets, 2 participants

Valley Bird, Inc's Valley Bird, Inc 401(k) Plan reported $76K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #496 in Administrative & Support Services (4,368 peers)

Valley Bird, Inc multi-year trail

Valley Bird, Inc's plans moved +87.2% in assets from 2022 to 2024; this filing shows Valley Bird, Inc 401(k) Plan at $76K / 2 participants.

#496
in Administrative & Support Services (4,368 peers)
-26.4%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Bird, Inc 401(k) Plan among the smaller filed plans by assets

Valley Bird, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$75,696 5th percentile higher than 5% of 123,620 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 2024

Valley Bird, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Bird, Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Bird, Inc 401(k) Plan reported net income fell from $62K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Valley Bird, Inc 401(k) Plan end-of-year assets fell from $103K in the plan year 2023 filing to $76K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 880953637 · Valley Bird, Inc PY 2024 · 401(k)

Valley Bird, Inc 401(k) Plan · $76K · 2 · 5th

  • PHOTO $76K
  • PHOTO 2
  • PHOTO 5th
  • PHOTO 401(k)
  • PHOTO near Rpsp Corp 401(k) Plan
  • PHOTO ind #496

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Valley Bird, Inc 401(k) Plan in the asset neighbourhood

Valley Bird, Inc 401(k) Plan$76KRpsp Corp 401(k) Plan$76KRuscio Enterprises, Inc. 401(k) Profit Sharing PlanRuscio Enterprises, Inc. 401…$76KMasis Staffing 401(k) Plan$76KLogical Ventures Inc. 401(k) PlanLogical Ventures Inc. 401(k)…$76K
End-of-year total assets ($M) among Valley Bird, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valley Bird, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Valley Bird, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$76K 87.20878468615521% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.04M $0.08M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 2 $40K
2023 1 2 $103K
2024 1 2 $76K

Valley Bird, Inc filing trail (2024)

Total Assets (Beginning of Year)$103K
Net Assets (End of Year)$76K
Net Income-$27K
Employer EIN880953637
Plan Effective Date2022-02-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Valley Bird, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Valley Bird, Inc 401(k) Plan, Total assets ($B): 0.000075696 · Participants: 2Valley Bird, Inc 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Valley Bird, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Valley Bird, Inc 401(k) Plan side-by-side with 3 peers →

Valley Bird, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rpsp Corp 401(k) Plan in IL ($76K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley Bird, Inc 401(k) Plan assets move in 2024? ▼
Valley Bird, Inc 401(k) Plan declined sharply - down 26.4% during 2024, from $103K to $76K. Reported net income was -$27K.
How have Valley Bird, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Bird, Inc's sponsor-wide assets grew 87.2%, from $40K to $76K.
Where does Valley Bird, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Bird, Inc 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valley Bird, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rpsp Corp 401(k) Plan in IL ($76K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Valley Bird, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

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 880953637.

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.