401(k) · DOL Form 5500 · 2024

Valley Oak Dental Group 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
41
Participants Small participant base
53rd
Percentile by assets National rank
$214,745
Avg per participant Above avg balance/head
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Official DOL plan name: Valley Oak Dental Group 401(k) Plan · Sponsored by Valley Oak Dental Group · California · Healthcare & Social Assistance

$9M in assets, 41 participants

Valley Oak Dental Group's Valley Oak Dental Group 401(k) Plan reported $9M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,860 in Healthcare & Social Assistance (16,916 peers)

Valley Oak Dental Group multi-year trail

Valley Oak Dental Group's plans moved +41.2% in assets from 2022 to 2024; this filing shows Valley Oak Dental Group 401(k) Plan at $9M / 41 participants.

#9,860
in Healthcare & Social Assistance (16,916 peers)
+16.3%
assets growth YoY

Valley Oak Dental Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Oak Dental Group 401(k) Plan vs every filed plan by assets

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

$8,804,526 Top 47% higher than 53% 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 Oak Dental Group 401(k) 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. Valley Oak Dental Group 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Oak Dental Group 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Valley Oak Dental Group 401(k) Plan reported participants fell from 46 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • Valley Oak Dental Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680318196 · Valley Oak Dental Group PY 2024 · 401(k)

Valley Oak Dental Group 401(k) Plan · $9M · 41 · 53rd

  • ASSETS $9M
  • PCT 41
  • EIN 53rd
  • RANK 401(k)
  • PHOTO near Addx Corporation 401(k) Plan
  • IND ind #9860

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 California →

Valley Oak Dental Group 401(k) Plan in the asset neighbourhood

Adventurous Journeys LLC 401(k) PlanAdventurous Journeys LLC 401…$9MValley Oak Dental Group 401(k) PlanValley Oak Dental Group 401(…$9MAddx Corporation 401(k) Plan$9MExpert Methods, Inc. 401(k) Pension PlanExpert Methods, Inc. 401(k) …$9MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$9M
End-of-year total assets ($M) among Valley Oak Dental Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valley Oak Dental Group multi-year asset trail

Sponsor-wide plan assets over time

All Valley Oak Dental Group plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.172107443449555% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.24M $8.8M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 45 $6M
2023 1 46 $8M
2024 1 41 $9M

Valley Oak Dental Group filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN680318196
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Valley Oak Dental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Valley Oak Dental Group 401(k) Plan, Total assets ($B): 0.008804526 · Participants: 41Valley Oak Dental Group 401(k) 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
Valley Oak Dental Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Valley Oak Dental Group 401(k) Plan side-by-side with 3 peers →

Valley Oak Dental Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Addx Corporation 401(k) Plan in VA ($9M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Oak Dental Group 401(k) Plan assets move in 2024? ▼
Valley Oak Dental Group 401(k) Plan grew sharply - up 16.3% during 2024, from $8M to $9M. Reported net income was $1M.
How have Valley Oak Dental Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Oak Dental Group's sponsor-wide assets grew 41.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Valley Oak Dental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addx Corporation 401(k) Plan in VA ($9M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Valley Oak Dental Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 680318196.

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.