401(k) · DOL Form 5500 · 2024

Vallen Distribution, Inc. 401(k) Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
2,470
Participants Above avg headcount
95th
Percentile by assets National rank
$97,269
Avg per participant Below avg balance/head
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Official DOL plan name: Vallen Distribution, Inc. 401(k) Plan · Sponsored by Vallen Distribution, Inc. · North Carolina · Wholesale Trade

$240M in assets, 2,470 participants

Vallen Distribution, Inc.'s Vallen Distribution, Inc. 401(k) Plan reported $240M in total assets and 2,470 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,858 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Vallen Distribution, Inc. 401(k) Plan covers 2,470 participants in North Carolina, 3.0x the typical North Carolina plan (state average ~819 per filing). Assets: $240M.

#5,858
in Wholesale Trade (6,080 peers)
+26.6%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Vallen Distribution, Inc. 401(k) Plan's outsized position by total assets

Vallen Distribution, Inc. 401(k) Plan vs every filed plan by assets

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

$240,253,395 Top 5% higher than 95% 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

Vallen Distribution, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallen Distribution, Inc. 401(k) Plan lands in the large band (2,470 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vallen Distribution, Inc. 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Vallen Distribution, Inc. 401(k) Plan end-of-year assets rose from $190M in the plan year 2023 filing to $240M in the plan year 2024 filing.
  • Vallen Distribution, Inc. 401(k) Plan reported participants rose from 2,418 in the plan year 2023 filing to 2,470 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 562281578 · Vallen Distribution, Inc. PY 2024 · 401(k)

Vallen Distribution, Inc. 401(k) Plan · $240M · 2,470 · 95th

  • NET $240M
  • NET 2,470
  • NET 95th
  • NET 401(k)
  • NET near Invenergy LLC 401(k) Plan
  • NET ind #5858

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 North Carolina →

Vallen Distribution, Inc. 401(k) Plan in the asset neighbourhood

Cfa Institute 401(k) Plan$240MGatx Corporation Salaried Employees Retirement Savings PlanGatx Corporation Salaried Em…$240MBarnes & Noble Education 401(k) PlanBarnes & Noble Education 401…$240MInvenergy LLC 401(k) Plan$240MVallen Distribution, Inc. 401(k) PlanVallen Distribution, Inc. 40…$240M
End-of-year total assets ($M) among Vallen Distribution, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$190M
Net Assets (End of Year)$240M
Net Income$17M
Employer EIN562281578
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallen Distribution, Inc.)

Sponsor-wide plan assets over time

All Vallen Distribution, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$240M 44.28683899935089% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $167M $240M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 N/A $167M
2023 1 2,418 $190M
2024 1 2,470 $240M

Nearby 401(k) Plans in North Carolina

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

Vallen Distribution, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Vallen Distribution, Inc. 401(k) Plan, Total assets ($B): 0.240253395 · Participants: 2470Vallen Distribution, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Vallen Distribution, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Vallen Distribution, Inc. 401(k) Plan side-by-side with 3 peers →

Vallen Distribution, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Invenergy LLC 401(k) Plan in IL ($240M); by covered participants it is Belmont Village, L.P. 401(k) Savings Plan in TX (2,470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,470 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 Vallen Distribution, Inc. 401(k) Plan assets move in 2024? ▼
Vallen Distribution, Inc. 401(k) Plan grew sharply - up 26.6% during 2024, from $190M to $240M. Reported net income was $17M.
How have Vallen Distribution, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallen Distribution, Inc.'s sponsor-wide assets grew 44.3%, from $167M to $240M.
Where does Vallen Distribution, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Vallen Distribution, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Vallen Distribution, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Invenergy LLC 401(k) Plan in IL ($240M, 1,969 participants).
Which 401(k) plans cover a similar participant headcount to Vallen Distribution, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Village, L.P. 401(k) Savings Plan in TX (2,470 participants, $59M 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 562281578.

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.