401(k) · DOL Form 5500 · 2024

Valley Opportunity Council, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
368
Participants Below avg headcount
51st
Percentile by assets National rank
$22,150
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. · Sponsored by Valley Opportunity Council, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 368 participants

Valley Opportunity Council, Inc.'s 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported $8M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,545 in Healthcare & Social Assistance (16,916 peers)

Valley Opportunity Council, Inc. multi-year trail

Valley Opportunity Council, Inc.'s plans moved +31.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. at $8M / 368 participants.

#9,545
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs every filed plan by assets

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

$8,151,322 Top 49% higher than 51% 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

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. 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 Valley Opportunity Council, Inc. sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported participants rose from 297 in the plan year 2023 filing to 368 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. reported net income rose from $917K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042692763 · Valley Opportunity Council, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. · $8M · 368 · 51st

  • PART $8M
  • TYPE 368
  • NET 51st
  • BOOK 401(k)
  • VS-ST near Pci Nitrogen LLC Hourly Savings Plan
  • BOY ind #9545

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 Massachusetts →

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.403(b) Thrift Plan for Emplo…$8MPci Nitrogen LLC Hourly Savings PlanPci Nitrogen LLC Hourly Savi…$8MWhite River Materials, Inc./Atlas Asphalt 401(k) PlanWhite River Materials, Inc./…$8MArtemis Healthcare , Inc. 401(k) PlanArtemis Healthcare , Inc. 40…$8MMix Talent, LLC 401(k) Profit Sharing PlanMix Talent, LLC 401(k) Profi…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valley Opportunity Council, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valley Opportunity Council, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.203903994921383% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.21M $8.15M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 243 $6M
2023 1 297 $7M
2024 1 368 $8M

Valley Opportunity Council, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042692763
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc., Total assets ($B): 0.008151322 · Participants: 368403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.Fidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pci Nitrogen LLC Hourly Savings Plan in TX ($8M); by covered participants it is Waypoint Analytical 401(k) in TN (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc. grew at a solid clip - up 14.3% during 2024, from $7M to $8M. Reported net income was $1M.
How have Valley Opportunity Council, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Opportunity Council, Inc.'s sponsor-wide assets grew 31.2%, from $6M to $8M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Pci Nitrogen LLC Hourly Savings Plan in TX ($8M, 97 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Valley Opportunity Council, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Waypoint Analytical 401(k) in TN (368 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 042692763.

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.