401(k) · DOL Form 5500 · 2024

Mid-Valley, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
105
Participants Small participant base
43rd
Percentile by assets National rank
$50,892
Avg per participant Low balance/head
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Official DOL plan name: Mid-Valley 401(k) Plan · Sponsored by Mid-Valley, LLC · Oregon · Wholesale Trade

$5M in assets, 105 participants

Mid-Valley, LLC's Mid-Valley 401(k) Plan reported $5M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,001 in Wholesale Trade (6,080 peers)

Coverage in Oregon

Mid-Valley 401(k) Plan covers 105 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#2,001
in Wholesale Trade (6,080 peers)
+17.0%
assets growth YoY

Mid-Valley 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Mid-Valley 401(k) Plan vs every filed plan by assets

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

$5,343,620 43rd percentile higher than 43% 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

Mid-Valley 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mid-Valley 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid-Valley 401(k) Plan reported net income rose from $377K in the plan year 2023 filing to $777K in the plan year 2024 filing.
  • Mid-Valley 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mid-Valley 401(k) Plan reported participants rose from 97 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200064684 · Mid-Valley, LLC PY 2024 · 401(k)

Mid-Valley 401(k) Plan · $5M · 105 · 43rd

  • PCT $5M
  • EIN 105
  • RANK 43rd
  • PHOTO 401(k)
  • IND near National Ski Areas Association 401(k) Plan
  • EOY ind #2001

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 Wholesale Trade retirement plans → · Plans in Oregon →

Mid-Valley 401(k) Plan in the asset neighbourhood

Mid-Valley 401(k) Plan$5MNational Ski Areas Association 401(k) PlanNational Ski Areas Associati…$5MHendrick, Inc. 401(k) Profit Sharing PlanHendrick, Inc. 401(k) Profit…$5MGary Rome Auto Group 401(k) Profit Sharing PlanGary Rome Auto Group 401(k) …$5MRussell Regional Hospital 401(k) PlanRussell Regional Hospital 40…$5M
End-of-year total assets ($M) among Mid-Valley 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$777K
Employer EIN200064684
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-Valley, LLC)

Sponsor-wide plan assets over time

All Mid-Valley, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.54134170430645% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.19M $5.34M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 99 $4M
2023 1 97 $5M
2024 1 105 $5M

Nearby 401(k) Plans in Oregon

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

Mid-Valley 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mid-Valley 401(k) Plan, Total assets ($B): 0.00534362 · Participants: 105Mid-Valley 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Mid-Valley 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mid-Valley 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is National Ski Areas Association 401(k) Plan in CO ($5M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Mid-Valley 401(k) Plan assets move in 2024? ▼
Mid-Valley 401(k) Plan grew sharply - up 17.0% during 2024, from $5M to $5M. Reported net income was $777K.
How have Mid-Valley, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Valley, LLC's sponsor-wide assets grew 27.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Mid-Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Ski Areas Association 401(k) Plan in CO ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Valley 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 200064684.

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.