401(k) · DOL Form 5500 · 2024
Boys & Girls Clubs of the Valley, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $36,734
- Avg per participant Low balance/head
Official DOL plan name: Boys & Girls Clubs of the Valley, Inc. Retirement Plan · Sponsored by Boys & Girls Clubs of the Valley, Inc. · Arizona · Other Services
$7M in assets, 193 participants
Boys & Girls Clubs of the Valley, Inc.'s Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported $7M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,325 in Other Services (7,719 peers)
Coverage in Arizona
Boys & Girls Clubs of the Valley, Inc. Retirement Plan covers 193 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $7M.
- #5,325
- in Other Services (7,719 peers)
- +46.9%
- assets growth YoY
Boys & Girls Clubs of the Valley, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
Boys & Girls Clubs of the Valley, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,089,747 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boys & Girls Clubs of the Valley, Inc. Retirement 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. Boys & Girls Clubs of the Valley, Inc. Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported net income rose from $147K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Boys & Girls Clubs of the Valley, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Boys & Girls Clubs of the Valley, Inc. Retirement Plan reported participants fell from 200 in the plan year 2023 filing to 193 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860550646 · Boys & Girls Clubs of the Valley, Inc. PY 2024 · 401(k)
Boys & Girls Clubs of the Valley, Inc. Retirement Plan · $7M · 193 · 49th
- BOOK $7M
- BOOK 193
- BOOK 49th
- BOOK 401(k)
- BOOK near Haldeman Dealerships of New Jersey 401(k) Profit Sharing Plan
- BOOK ind #5325
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 Arizona →
Boys & Girls Clubs of the Valley, Inc. Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 860550646 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boys & Girls Clubs of the Valley, Inc.)
Sponsor-wide plan assets over time
All Boys & Girls Clubs of the Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.562529162102615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 550 | $6M |
| 2023 | 1 | 200 | $5M |
| 2024 | 1 | 193 | $7M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Boys & Girls Clubs of the Valley, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Haldeman Dealerships of New Jersey 401(k) Profit Sharing Plan in NJ ($7M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Spartan Race, Inc. 401(k) Plan (MA) 193 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 193 · 0 off
- Security Risk Advisors Intl, LLC 401(k) Profit Sharing Plan (PA) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.