Profit Sharing · DOL Form 5500 · 2024
Valgene Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $761K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $190,258
- Avg per participant Above avg balance/head
Official DOL plan name: Valgene Incorporated Retirement Plan · Sponsored by Valgene Incorporated · Maryland · Retail Trade
$761K in assets, 4 participants
Valgene Incorporated's Valgene Incorporated Retirement Plan reported $761K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,636 in Retail Trade (8,048 peers)
2024 asset change
Valgene Incorporated Retirement Plan grew sharply 27.1% in 2024 ($599K → $761K) for 4 participants.
- #2,636
- in Retail Trade (8,048 peers)
- +27.1%
- assets growth YoY
Valgene Incorporated Retirement Plan among the smaller filed plans by assets
Valgene Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$761,030 21st percentile higher than 21% 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
Valgene Incorporated Retirement 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. Valgene Incorporated Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valgene Incorporated Retirement Plan reported net income rose from -$150K in the plan year 2023 filing to $162K in the plan year 2024 filing.
- Valgene Incorporated Retirement Plan end-of-year assets rose from $599K in the plan year 2023 filing to $761K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 812190695 · Valgene Incorporated PY 2024 · Profit Sharing
Valgene Incorporated Retirement Plan · $761K · 4 · 21st
- RANK $761K
- PHOTO 4
- IND 21st
- EOY Profit Sharing
- 5500 near The Advanced Excavation, Inc. Retirement Plan
- ASSETS ind #2636
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 Retail Trade retirement plans → · Plans in Maryland →
Valgene Incorporated Retirement Plan in the asset neighbourhood
Valgene Incorporated years around the 2024 move
Sponsor-wide plan assets over time
All Valgene Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $761K 1.7113836078719635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $748K |
| 2023 | 1 | 4 | $599K |
| 2024 | 1 | 4 | $761K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $599K |
|---|---|
| Net Assets (End of Year) | $761K |
| Net Income | $162K |
| Employer EIN | 812190695 |
| Plan Effective Date | 2016-05-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Valgene Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is The Advanced Excavation, Inc. Retirement Plan in OR ($761K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($761K here).
- The Advanced Excavation, Inc. Retirement Plan (OR) $761K · 6
- Pocock Industrial Retirement Plan (UT) $761K · 4
- Mms Mcdaniels Profit Sharing Plan and Trust (CA) $761K · 3
- Inmediata Health Group 1081. 01(D) Plan (PR) $761K · 151
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.