401(k) · DOL Form 5500 · 2023
Valley Aids Council 401(k) Plan
Data updated 2026-08-25
- $916K
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $10,408
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Valley Aids Council · Sponsored by Valley Aids Council · Texas · Healthcare & Social Assistance
$916K in assets, 88 participants
Valley Aids Council's 403(b) Thrift Plan for Employees of Valley Aids Council reported $916K in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,284 in Healthcare & Social Assistance (17,684 peers)
Valley Aids Council multi-year trail
Valley Aids Council's plans moved +65.5% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Valley Aids Council at $916K / 88 participants.
- #3,284
- in Healthcare & Social Assistance (17,684 peers)
- +25.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Valley Aids Council among the smaller filed plans by assets
403(b) Thrift Plan for Employees of Valley Aids Council vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$915,943 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Valley Aids Council among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Valley Aids Council is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Valley Aids Council reported net income rose from $67K in the plan year 2022 filing to $183K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Valley Aids Council end-of-year assets rose from $733K in the plan year 2022 filing to $916K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Valley Aids Council reported participants fell from 93 in the plan year 2022 filing to 88 in the plan year 2023 filing.
DOL schedule card
Filing strip 742512591 · Valley Aids Council PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Valley Aids Council · $916K · 88 · 23rd
- RANK $916K
- PHOTO 88
- IND 23rd
- EOY 401(k)
- 5500 near Rbd Instruments, Inc. 401(k) Plan
- ASSETS ind #3284
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 Texas →
403(b) Thrift Plan for Employees of Valley Aids Council in the asset neighbourhood
Valley Aids Council multi-year asset trail
Sponsor-wide plan assets over time
All Valley Aids Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 65.47940006907369% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $733K |
| 2023 | 1 | 88 | $916K |
| 2024 | 1 | 144 | $1M |
Valley Aids Council filing trail (2023)
| Total Assets (Beginning of Year) | $733K |
|---|---|
| Net Assets (End of Year) | $916K |
| Net Income | $183K |
| Employer EIN | 742512591 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
403(b) Thrift Plan for Employees of Valley Aids Council's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rbd Instruments, Inc. 401(k) Plan in OR ($916K); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($916K here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.