401(k) · DOL Form 5500 · 2024

Valvact, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Valvact, Inc. 401(k) Plan · Sponsored by Valvact, Inc. · Texas · Wholesale Trade

$4M in assets, 2 participants

Valvact, Inc.'s Valvact, Inc. 401(k) Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,596 in Wholesale Trade (6,080 peers)

Valvact, Inc. multi-year trail

Valvact, Inc.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows Valvact, Inc. 401(k) Plan at $4M / 2 participants.

#1,596
in Wholesale Trade (6,080 peers)
-17.3%
assets change YoY

The plan reported a net loss of $766K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valvact, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$3,666,857 37th percentile higher than 37% 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

Valvact, Inc. 401(k) 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. Valvact, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valvact, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$766K in the plan year 2024 filing.
  • Valvact, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810803955 · Valvact, Inc. PY 2024 · 401(k)

Valvact, Inc. 401(k) Plan · $4M · 2 · 37th

  • PART $4M
  • PART 2
  • PART 37th
  • PART 401(k)
  • PART near Intershop Communications, Inc. Employer Thrift Plan
  • PART ind #1596

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 Texas →

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

Valvact, Inc. 401(k) Plan$4MIntershop Communications, Inc. Employer Thrift PlanIntershop Communications, In…$4MHyatt Regency Guam 401(k) Retirement Savings PlanHyatt Regency Guam 401(k) Re…$4MHunter Business School Inc. 401(k) PlanHunter Business School Inc. …$4MSafe-Harbor 403(b) Thrift Plan of Nevada Childrens Foundation, Inc.Safe-Harbor 403(b) Thrift Pl…$4M
End-of-year total assets ($M) among Valvact, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valvact, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valvact, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 63.8088860516677% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.24M $3.67M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $4M
2024 1 2 $4M

Valvact, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$766K
Employer EIN810803955
Plan Effective Date2015-12-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Valvact, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valvact, Inc. 401(k) Plan, Total assets ($B): 0.003666857 · Participants: 2Valvact, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Valvact, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valvact, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Intershop Communications, Inc. Employer Thrift Plan in CA ($4M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Valvact, Inc. 401(k) Plan assets move in 2024? ▼
Valvact, Inc. 401(k) Plan declined sharply - down 17.3% during 2024, from $4M to $4M. Reported net income was -$766K.
How have Valvact, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valvact, Inc.'s sponsor-wide assets grew 63.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Valvact, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intershop Communications, Inc. Employer Thrift Plan in CA ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Valvact, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 810803955.

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.