401(k) · DOL Form 5500 · 2024

California's Valued Trust 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
37
Participants Small participant base
55th
Percentile by assets National rank
$263,696
Avg per participant High balance/head
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Official DOL plan name: California's Valued Trust 401(k) and Profit Sharing Plan · Sponsored by California's Valued Trust · California · Finance & Insurance

$10M in assets, 37 participants

California's Valued Trust's California's Valued Trust 401(k) and Profit Sharing Plan reported $10M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,339 in Finance & Insurance (8,549 peers)

California's Valued Trust multi-year trail

California's Valued Trust's plans moved +44.6% in assets from 2022 to 2024; this filing shows California's Valued Trust 401(k) and Profit Sharing Plan at $10M / 37 participants.

#3,339
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY

California's Valued Trust 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

California's Valued Trust 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,756,739 Top 45% higher than 55% 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

California's Valued Trust 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California's Valued Trust 401(k) and Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California's Valued Trust 401(k) and Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • California's Valued Trust 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • California's Valued Trust 401(k) and Profit Sharing Plan reported participants rose from 34 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 776009955 · California's Valued Trust PY 2024 · 401(k)

California's Valued Trust 401(k) and Profit Sharing Plan · $10M · 37 · 55th

  • BOY $10M
  • BOY 37
  • BOY 55th
  • BOY 401(k)
  • BOY near Riegler Blacktop, Inc. 401(k) Plan
  • BOY ind #3339

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 Finance & Insurance retirement plans → · Plans in California →

California's Valued Trust 401(k) and Profit Sharing Plan in the asset neighbourhood

California's Valued Trust 401(k) and Profit Sharing PlanCalifornia's Valued Trust 40…$10MRiegler Blacktop, Inc. 401(k) PlanRiegler Blacktop, Inc. 401(k…$10MBlox, LLC 401(k) Plan$10MMidatlantic Realty Partners, LLC 401(k) PlanMidatlantic Realty Partners,…$10MClark Manufacturing, LLC$10M
End-of-year total assets ($M) among California's Valued Trust 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California's Valued Trust multi-year asset trail

Sponsor-wide plan assets over time

All California's Valued Trust plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.568183421140446% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.75M $9.76M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 37 $7M
2023 1 34 $8M
2024 1 37 $10M

California's Valued Trust filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN776009955
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California's Valued Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California's Valued Trust 401(k) and Profit Sharing Plan, Total assets ($B): 0.009756739 · Participants: 37California's Valued Trust 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
California's Valued Trust 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California's Valued Trust 401(k) and Profit Sharing Plan side-by-side with 3 peers →

California's Valued Trust 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Riegler Blacktop, Inc. 401(k) Plan in KY ($10M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 California's Valued Trust 401(k) and Profit Sharing Plan assets move in 2024? ▼
California's Valued Trust 401(k) and Profit Sharing Plan grew sharply - up 16.4% during 2024, from $8M to $10M. Reported net income was $1M.
How have California's Valued Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California's Valued Trust's sponsor-wide assets grew 44.6%, from $7M to $10M.
Which 401(k) plans are similar in size to California's Valued Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riegler Blacktop, Inc. 401(k) Plan in KY ($10M, 141 participants).
Which 401(k) plans cover a similar participant headcount to California's Valued Trust 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 776009955.

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.