401(k) · DOL Form 5500 · 2024

Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 16
Participants Small participant base: 28th
Percentile by assets National rank: $105,685
Avg per participant Below avg balance/head

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Official DOL plan name: Valley Credit Union 401(k) Plan · Sponsored by Valley Credit Union · Oregon · Finance & Insurance

$2M in assets, 16 participants

Valley Credit Union's Valley Credit Union 401(k) Plan reported $2M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#1,466 in Finance & Insurance (8,549 peers)

Valley Credit Union multi-year trail

Valley Credit Union's plans moved +57.2% in assets from 2022 to 2024; this filing shows Valley Credit Union 401(k) Plan at $2M / 16 participants.

#1,466
in Finance & Insurance (8,549 peers): +21.6%
assets growth YoY

Valley Credit Union 401(k) Plan among the smaller filed plans by assets

Valley Credit Union 401(k) Plan vs every filed plan by assets

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

$1,690,952 28th percentile higher than 28% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Valley Credit Union 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 Credit Union 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Valley Credit Union 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Valley Credit Union 401(k) Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 936027729 · Valley Credit Union PY 2024 · 401(k)

Valley Credit Union 401(k) Plan · $2M · 16 · 28th

EIN $2M
RANK 16
PHOTO 28th
IND 401(k)
EOY near Ski N See 401(k) Plan
5500 ind #1466

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 Oregon →

End-of-year total assets ($M) among Valley Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valley Credit Union multi-year asset trail

Latest sponsor-wide plan assets: $2M 57.235405099555805% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$1M
2023	1	15	$1M
2024	1	16	$2M

Valley Credit Union filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$301K
Employer EIN	936027729
Plan Effective Date	1997-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Valley Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
Xpo Logistics Retirement Savings Plan $1.9B · 5,689
Pacificorp K Plus Employee Savings Plan $1.8B · 5,201

Compare Valley Credit Union 401(k) Plan side-by-side with 3 peers →

Valley Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Ski N See 401(k) Plan in UT ($2M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Ski N See 401(k) Plan (UT) $2M · 16
Myntra/Flipkart 401(k) Plan (WA) $2M · 14
L. F. L. International Inc. Retirement Plan (CO) $2M · 10
Full Color, Inc. 401(k) and Profit Sharing Plan (TX) $2M · 17

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off

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 Credit Union 401(k) Plan assets move in 2024? ▼

Valley Credit Union 401(k) Plan grew sharply - up 21.6% during 2024, from $1M to $2M. Reported net income was $301K.

How have Valley Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valley Credit Union's sponsor-wide assets grew 57.2%, from $1M to $2M.

Which 401(k) plans are similar in size to Valley Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ski N See 401(k) Plan in UT ($2M, 16 participants).

Which 401(k) plans cover a similar participant headcount to Valley Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 936027729.