401(k) · DOL Form 5500 · 2024
Perez Van Valzah 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
- $37,928
- Avg per participant Low balance/head
Official DOL plan name: Perez Van Valzah Inc. 401(k) Profit Sharing Plan · Sponsored by Perez Van Valzah Inc. · California · Healthcare & Social Assistance
$76K in assets, 2 participants
Perez Van Valzah Inc.'s Perez Van Valzah Inc. 401(k) Profit Sharing 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.
- #597 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Perez Van Valzah Inc. 401(k) Profit Sharing Plan holds $76K for 2 participants - about $37,928 per participant, among the smaller plans by assets on file.
- #597
- in Healthcare & Social Assistance (16,916 peers)
- $76K
- reported net income
Perez Van Valzah Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Perez Van Valzah Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,856 5th percentile higher than 5% 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
Perez Van Valzah Inc. 401(k) Profit Sharing 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. Perez Van Valzah Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 993570176 · Perez Van Valzah Inc. PY 2024 · 401(k)
Perez Van Valzah Inc. 401(k) Profit Sharing Plan · $76K · 2 · 5th
- EIN $76K
- RANK 2
- PHOTO 5th
- IND 401(k)
- EOY near 5280 Management Co. 401(k) Plan
- 5500 ind #597
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 →
Perez Van Valzah Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $76K |
| Net Income | $76K |
| Employer EIN | 993570176 |
| Plan Effective Date | 2024-06-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Perez Van Valzah Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 5280 Management Co. 401(k) Plan in CO ($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).
- 5280 Management Co. 401(k) Plan (CO) $76K · N/A
- Great Oak Senior Care, Inc. 401(k) Plan (MN) $76K · 17
- Logan Distributors, Inc. 401(k) Plan (AZ) $76K · 3
- Sweet Home Feed & Supply Inc. 401(k) Plan (OR) $76K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.