401(k) · DOL Form 5500 · 2024

Vallejo Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
42
Participants Small participant base
80th
Percentile by assets National rank
$864,661
Avg per participant High balance/head
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Official DOL plan name: Vallejo Investments, Inc., Retirement Savings Plan · Sponsored by Vallejo Investments, Inc. · California · Professional & Technical Services

$36M in assets, 42 participants

Vallejo Investments, Inc.'s Vallejo Investments, Inc., Retirement Savings Plan reported $36M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,237 in Professional & Technical Services (20,173 peers)

Where Vallejo Investments, Inc., Retirement Savings Plan sits by assets

Vallejo Investments, Inc., Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 42 participants (~$864,661/participant), up 8.3% in 2024.

#16,237
in Professional & Technical Services (20,173 peers)
+8.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Vallejo Investments, Inc., Retirement Savings Plan's outsized position by total assets

Vallejo Investments, Inc., Retirement Savings Plan vs every filed plan by assets

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

$36,315,775 Top 20% higher than 80% 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

Vallejo Investments, Inc., Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vallejo Investments, Inc., Retirement Savings Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vallejo Investments, Inc., Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vallejo Investments, Inc., Retirement Savings Plan reported participants fell from 46 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Vallejo Investments, Inc., Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943268977 · Vallejo Investments, Inc. PY 2024 · 401(k)

Vallejo Investments, Inc., Retirement Savings Plan · $36M · 42 · 80th

  • EIN $36M
  • RANK 42
  • PHOTO 80th
  • IND 401(k)
  • EOY near Stevens Construction Corp. 401(k) Savings Plan
  • 5500 ind #16237

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 Professional & Technical Services retirement plans → · Plans in California →

Vallejo Investments, Inc., Retirement Savings Plan in the asset neighbourhood

Vallejo Investments, Inc., Retirement Savings PlanVallejo Investments, Inc., R…$36MStevens Construction Corp. 401(k) Savings PlanStevens Construction Corp. 4…$36MSelect Milk Producers, Inc. 401(k) PlanSelect Milk Producers, Inc. …$36MThe Heritage Foundation 403(b) PlanThe Heritage Foundation 403(…$36MStibo Systems, Inc. 401(k) PlanStibo Systems, Inc. 401(k) P…$36M
End-of-year total assets ($M) among Vallejo Investments, Inc., Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN943268977
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallejo Investments, Inc.)

Sponsor-wide plan assets over time

All Vallejo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.27015597908575% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $36.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 44 $27M
2023 1 46 $34M
2024 1 42 $36M

Nearby 401(k) Plans in California

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

Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vallejo Investments, Inc., Retirement Savings Plan, Total assets ($B): 0.036315775 · Participants: 42Vallejo Investments, Inc., Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Vallejo Investments, Inc., Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vallejo Investments, Inc., Retirement Savings Plan side-by-side with 3 peers →

Vallejo Investments, Inc., Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stevens Construction Corp. 401(k) Savings Plan in WI ($36M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Vallejo Investments, Inc., Retirement Savings Plan assets move in 2024? ▼
Vallejo Investments, Inc., Retirement Savings Plan grew at a solid clip - up 8.3% during 2024, from $34M to $36M. Reported net income was $3M.
How have Vallejo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallejo Investments, Inc.'s sponsor-wide assets grew 33.3%, from $27M to $36M.
Where does Vallejo Investments, Inc., Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Vallejo Investments, Inc., Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stevens Construction Corp. 401(k) Savings Plan in WI ($36M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Vallejo Investments, Inc., Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 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 943268977.

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.