401(k) · DOL Form 5500 · 2024
Valley Strong Credit Union 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 592
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $75,578
- Avg per participant Below avg balance/head
Official DOL plan name: Valley Strong Credit Union Plan and Trust · Sponsored by Valley Strong Credit Union · California · Finance & Insurance
$45M in assets, 592 participants
Valley Strong Credit Union's Valley Strong Credit Union Plan and Trust reported $45M in total assets and 592 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,276 in Finance & Insurance (8,549 peers)
Where Valley Strong Credit Union Plan and Trust sits by assets
Valley Strong Credit Union Plan and Trust sits in the top quartile of all filed plans by assets, $45M for 592 participants (~$75,578/participant), up 7.6% in 2024.
- #6,276
- in Finance & Insurance (8,549 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Valley Strong Credit Union Plan and Trust's outsized position by total assets
Valley Strong Credit Union Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,741,913 Top 17% higher than 83% 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
Valley Strong Credit Union Plan and Trust 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. Valley Strong Credit Union Plan and Trust sits mid-pack in the medium band (592 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Strong Credit Union Plan and Trust reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Valley Strong Credit Union Plan and Trust end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Valley Strong Credit Union Plan and Trust reported participants fell from 598 in the plan year 2023 filing to 592 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951652797 · Valley Strong Credit Union PY 2024 · 401(k)
Valley Strong Credit Union Plan and Trust · $45M · 592 · 83rd
- SCH $45M
- EBSA 592
- PART 83rd
- TYPE 401(k)
- NET near Gates Ventures, LLC 401(k) Plan
- BOOK ind #6276
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 Finance & Insurance retirement plans → · Plans in California →
Valley Strong Credit Union Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $3M |
| Employer EIN | 951652797 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Strong Credit Union)
Sponsor-wide plan assets over time
All Valley Strong Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 36.21450620638483% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $33M |
| 2023 | 1 | 598 | $42M |
| 2024 | 1 | 592 | $45M |
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
Valley Strong Credit Union Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gates Ventures, LLC 401(k) Plan in WA ($45M); by covered participants it is Sigma Link Rehab 401(k) Plan in NY (592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Gates Ventures, LLC 401(k) Plan (WA) $45M · 139
- Culp Inc Employees Ret Builder Plan (NC) $45M · 441
- Fabricut, Inc. 401(k) Retirement Plan (OK) $45M · 376
- Sanimax 401(k) Plan (WI) $45M · 354
Similar participant headcount
Nearest other-state filings by covered participants (592 participants); asset peers above are excluded.
- Sigma Link Rehab 401(k) Plan (NY) 592 · 0 off
- Enterprise Bank and Trust Company 401(k) Plan (MA) 592 · 0 off
- Barilla America, Inc. 401(k) Plan (IL) 592 · 0 off
- Featherlite Exiss Sooner 401(k) Retirement Plan (IA) 592 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.