401(k) · DOL Form 5500 · 2024
VALLEYLIFE 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 405
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $17,203
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Valleylife · Sponsored by VALLEYLIFE · Arizona · Healthcare & Social Assistance
$7M in assets, 405 participants
VALLEYLIFE's 403(b) Thrift Plan for Employees of Valleylife reported $7M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,936 in Healthcare & Social Assistance (16,916 peers)
VALLEYLIFE multi-year trail
VALLEYLIFE's plans moved +28.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Valleylife at $7M / 405 participants.
- #8,936
- in Healthcare & Social Assistance (16,916 peers)
- +12.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Valleylife's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Valleylife vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,967,410 48th percentile higher than 48% 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
403(b) Thrift Plan for Employees of Valleylife 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. 403(b) Thrift Plan for Employees of Valleylife sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Valleylife reported participants rose from 360 in the plan year 2023 filing to 405 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Valleylife end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Valleylife reported net income fell from $836K in the plan year 2023 filing to $748K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 860135840 · VALLEYLIFE PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Valleylife · $7M · 405 · 48th
- 5500 $7M
- 5500 405
- 5500 48th
- 5500 401(k)
- 5500 near Iha 401(k) Plan
- 5500 ind #8936
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 Arizona →
403(b) Thrift Plan for Employees of Valleylife in the asset neighbourhood
VALLEYLIFE multi-year asset trail
Sponsor-wide plan assets over time
All VALLEYLIFE plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.932229347075427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $5M |
| 2023 | 1 | 360 | $6M |
| 2024 | 1 | 405 | $7M |
VALLEYLIFE filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $748K |
| Employer EIN | 860135840 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
403(b) Thrift Plan for Employees of Valleylife's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Iha 401(k) Plan in ID ($7M); by covered participants it is Bedford Industries, Inc. Salary Savings Plan in MN (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (405 participants); asset peers above are excluded.
- Bedford Industries, Inc. Salary Savings Plan (MN) 405 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 405 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 405 · 0 off
- Doll Distributing LLC 401(k) Retirement Plan (IA) 405 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.