Other · DOL Form 5500 · 2024

VALORUS Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 23
Participants Small participant base: 28th
Percentile by assets National rank: $78,599
Avg per participant Below avg balance/head

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Official DOL plan name: VALORUS · Sponsored by VALORUS · California · Other Services

$2M in assets, 23 participants

VALORUS's VALORUS reported $2M in total assets and 23 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.

#4,082 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, VALORUS ranks #4,082 of 7,719 2024 filers by assets (1110% of the sector average)-$2M for 23 participants.

#4,082
in Other Services (7,719 peers): +18.7%
assets growth YoY

VALORUS among the smaller filed plans by assets

VALORUS vs every filed plan by assets

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

$1,807,776 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

VALORUS among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. VALORUS is a small filing (23 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%)

VALORUS end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
VALORUS reported participants rose from 20 in the plan year 2023 filing to 23 in the plan year 2024 filing.
VALORUS reported net income fell from $327K in the plan year 2023 filing to $285K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942800985 · VALORUS PY 2024 · Other

VALORUS · $2M · 23 · 28th

ASSETS $2M
PCT 23
EIN 28th
RANK Other
PHOTO near Challenge Enterprises of North Florida, Inc. Retirement Plan
IND ind #4082

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among VALORUS and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$285K
Employer EIN	942800985
Plan Effective Date	2007-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (VALORUS)

Latest sponsor-wide plan assets: $2M 51.14097146860678% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	21	$1M
2023	1	20	$2M
2024	1	23	$2M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

VALORUS vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $12.6B · 22,753
Sutter Health 403(b) Savings Plan $7.6B · 54,954
Stanford Health Care Retirement Savings Plan $6.9B · 24,152
Caltech Base Retirement Plan $5.2B · 10,970
University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886

Compare VALORUS side-by-side with 3 peers →

VALORUS's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Challenge Enterprises of North Florida, Inc. Retirement Plan in FL ($2M); by covered participants it is Global Kids 403(b) DC Plan in NY (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Challenge Enterprises of North Florida, Inc. Retirement Plan (FL) $2M · 284
Nadc 403(b) Plan (AR) $2M · 58
Brent Simpson, D.D.S. Retirement Plan (TX) $2M · 6
Memphis Goodwill Inc. 403b Retirement Plan (TN) $2M · 591

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

Global Kids 403(b) DC Plan (NY) 23 · 0 off
Tax Deferred Annuity Plan of Literacy West Ny, Inc. (NY) 22 · 1 off
Sesdac Inc Retirement Plan (SD) 24 · 1 off
Edith Wharton Restoration Defined Contribution Retirement Plan (MA) 22 · 1 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 VALORUS assets move in 2024? ▼

VALORUS grew sharply - up 18.7% during 2024, from $2M to $2M. Reported net income was $285K.

How have VALORUS plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), VALORUS's sponsor-wide assets grew 51.1%, from $1M to $2M.

Which Other plans are similar in size to VALORUS? ▼

Among Other plans in other states, the closest by assets is Challenge Enterprises of North Florida, Inc. Retirement Plan in FL ($2M, 284 participants).

Which Other plans cover a similar participant headcount to VALORUS? ▼

Among Other plans in other states, the closest by covered participants is Global Kids 403(b) DC Plan in NY (23 participants, $2M 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 942800985.