Other · DOL Form 5500 · 2024

Valley Family Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
247
Participants Below avg headcount
58th
Percentile by assets National rank
$44,857
Avg per participant Low balance/head
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Official DOL plan name: Valley Family Health Care, Inc. 403(b) Plan · Sponsored by Valley Family Health Care, Inc. · Idaho · Healthcare & Social Assistance

$11M in assets, 247 participants

Valley Family Health Care, Inc.'s Valley Family Health Care, Inc. 403(b) Plan reported $11M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,709 in Healthcare & Social Assistance (16,916 peers)

Valley Family Health Care, Inc. multi-year trail

Valley Family Health Care, Inc.'s plans moved +61.7% in assets from 2022 to 2024; this filing shows Valley Family Health Care, Inc. 403(b) Plan at $11M / 247 participants.

#10,709
in Healthcare & Social Assistance (16,916 peers)
+22.4%
assets growth YoY

Valley Family Health Care, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Valley Family Health Care, Inc. 403(b) Plan vs every filed plan by assets

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

$11,079,685 Top 42% higher than 58% 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

Valley Family Health Care, Inc. 403(b) Plan 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 Family Health Care, Inc. 403(b) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Family Health Care, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Valley Family Health Care, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Valley Family Health Care, Inc. 403(b) Plan reported participants fell from 264 in the plan year 2023 filing to 247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820371383 · Valley Family Health Care, Inc. PY 2024 · Other

Valley Family Health Care, Inc. 403(b) Plan · $11M · 247 · 58th

  • ASSETS $11M
  • PCT 247
  • EIN 58th
  • RANK Other
  • PHOTO near The Gregory School 403(b) Retirement Plan
  • IND ind #10709

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 Idaho →

Valley Family Health Care, Inc. 403(b) Plan in the asset neighbourhood

Student Conservation Association Inc. 403b PlanStudent Conservation Associa…$11MValley Family Health Care, Inc. 403(b) PlanValley Family Health Care, I…$11MThe Gregory School 403(b) Retirement PlanThe Gregory School 403(b) Re…$11MThe Arc Montgomery County Tax Sheltered Annuity PlanThe Arc Montgomery County Ta…$11MEasterseals Arkansas 403(b) PlanEasterseals Arkansas 403(b) …$11M
End-of-year total assets ($M) among Valley Family Health Care, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Valley Family Health Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valley Family Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 61.71318388158289% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.85M $11.1M ▲ +61.8%
Year Plans Participants Total Assets
2022 1 257 $7M
2023 1 264 $9M
2024 1 247 $11M

Valley Family Health Care, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN820371383
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Idaho

Peer Other plans, same state, same plan type, ranked by total assets.

Valley Family Health Care, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Valley Family Health Care, Inc. 403(b) Plan, Total assets ($B): 0.011079685 · Participants: 247Valley Family Health Care, Inc. 403(b) PlanSt. Lukes Health System Matched 403b Plan, Total assets ($B): 1.144353306 · Participants: 17370St. Lukes Health System Matched 403b PlanKootenai Health 403(b) Plan, Total assets ($B): 0.079903725 · Participants: 260Kootenai Health 403(b) PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($B): 0.04960945 · Participants: 458The College of Idaho 403(b) Retirement PlanFull Circle Health, Inc. 403(b), Total assets ($B): 0.032912408 · Participants: 493Full Circle Health, Inc. 403(b)Kootenai Clinic 403(b) Plan, Total assets ($B): 0.02884861 · Participants: 170Kootenai Clinic 403(b) Plan
Valley Family Health Care, Inc. 403(b) Plan vs. nearby Other plans in Idaho, assets vs. participants

Valley Family Health Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is The Gregory School 403(b) Retirement Plan in AZ ($11M); by covered participants it is Maryland University of Integrative Health 403(b) Plan in MD (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Valley Family Health Care, Inc. 403(b) Plan assets move in 2024?
Valley Family Health Care, Inc. 403(b) Plan grew sharply - up 22.4% during 2024, from $9M to $11M. Reported net income was $2M.
How have Valley Family Health Care, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Valley Family Health Care, Inc.'s sponsor-wide assets grew 61.7%, from $7M to $11M.
Which Other plans are similar in size to Valley Family Health Care, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is The Gregory School 403(b) Retirement Plan in AZ ($11M, 82 participants).
Which Other plans cover a similar participant headcount to Valley Family Health Care, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Maryland University of Integrative Health 403(b) Plan in MD (247 participants, N/A in assets).