Other · DOL Form 5500 · 2023
VALORUS Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $76,132
- Avg per participant Below avg balance/head
Official DOL plan name: VALORUS · Sponsored by VALORUS · California · Other Services
$2M in assets, 20 participants
VALORUS's VALORUS reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,131 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, VALORUS ranks #4,131 of 7,857 2023 filers by assets (1318% of the sector average)-$2M for 20 participants.
- #4,131
- in Other Services (7,857 peers)
- +27.3%
- assets growth YoY
VALORUS among the smaller filed plans by assets
VALORUS vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,522,637 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
VALORUS among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. VALORUS is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- VALORUS reported net income rose from -$206K in the plan year 2022 filing to $327K in the plan year 2023 filing.
- VALORUS end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- VALORUS reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.
DOL schedule card
Filing strip 942800985 · VALORUS PY 2023 · Other
VALORUS · $2M · 20 · 28th
- ASSETS $2M
- PCT 20
- EIN 28th
- RANK Other
- PHOTO near Community Treatment Solutions 403(b) Plan
- IND ind #4131
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 Other Services retirement plans → · Plans in California →
VALORUS in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $327K |
| Employer EIN | 942800985 |
| Plan Effective Date | 2007-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VALORUS)
Sponsor-wide plan assets over time
All VALORUS plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 51.14097146860678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $1M |
| 2023 | 1 | 20 | $2M |
| 2024 | 1 | 23 | $2M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
VALORUS's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Treatment Solutions 403(b) Plan in NJ ($2M); by covered participants it is Banesco USA Employees Savings and Investment Plan in PR (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.