401(k) · DOL Form 5500 · 2024

Valeo Financial Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
151
Participants Small participant base
76th
Percentile by assets National rank
$188,378
Avg per participant Above avg balance/head
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Official DOL plan name: Valeo Financial Advisors, LLC Retirement Plan · Sponsored by Valeo Financial Advisors, LLC · Indiana · Finance & Insurance

$28M in assets, 151 participants

Valeo Financial Advisors, LLC's Valeo Financial Advisors, LLC Retirement Plan reported $28M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,440 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Valeo Financial Advisors, LLC Retirement Plan covers 151 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $28M.

#5,440
in Finance & Insurance (8,549 peers)
+28.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valeo Financial Advisors, LLC Retirement Plan's outsized position by total assets

Valeo Financial Advisors, LLC Retirement Plan vs every filed plan by assets

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

$28,445,016 Top 24% higher than 76% 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

Valeo Financial Advisors, LLC 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. Valeo Financial Advisors, LLC Retirement Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valeo Financial Advisors, LLC Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Valeo Financial Advisors, LLC Retirement Plan reported participants fell from 159 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Valeo Financial Advisors, LLC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030519130 · Valeo Financial Advisors, LLC PY 2024 · 401(k)

Valeo Financial Advisors, LLC Retirement Plan · $28M · 151 · 76th

  • IND $28M
  • EOY 151
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Cimarron Energy, Inc. Savings and Investment Plan
  • EIN ind #5440

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 Finance & Insurance retirement plans → · Plans in Indiana →

Valeo Financial Advisors, LLC Retirement Plan in the asset neighbourhood

Valeo Financial Advisors, LLC Retirement PlanValeo Financial Advisors, LL…$28MCimarron Energy, Inc. Savings and Investment PlanCimarron Energy, Inc. Saving…$28MThermo System LLC 401(k) Profit Sharing Plan and TrustThermo System LLC 401(k) Pro…$28MThe Argen Corporation 401(k) PlanThe Argen Corporation 401(k)…$28MBionano Genomics, Inc. 401(k) PlanBionano Genomics, Inc. 401(k…$28M
End-of-year total assets ($M) among Valeo Financial Advisors, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN030519130
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valeo Financial Advisors, LLC)

Sponsor-wide plan assets over time

All Valeo Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 79.57900316379578% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.8M $28.5M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 132 $16M
2023 1 159 $22M
2024 1 151 $28M

Nearby 401(k) Plans in Indiana

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

Valeo Financial Advisors, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Valeo Financial Advisors, LLC Retirement Plan, Total assets ($B): 0.028445016 · Participants: 151Valeo Financial Advisors, LLC Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valeo Financial Advisors, LLC Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valeo Financial Advisors, LLC Retirement Plan side-by-side with 3 peers →

Valeo Financial Advisors, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cimarron Energy, Inc. Savings and Investment Plan in TX ($28M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Valeo Financial Advisors, LLC Retirement Plan assets move in 2024? ▼
Valeo Financial Advisors, LLC Retirement Plan grew sharply - up 28.1% during 2024, from $22M to $28M. Reported net income was $6M.
How have Valeo Financial Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valeo Financial Advisors, LLC's sponsor-wide assets grew 79.6%, from $16M to $28M.
Where does Valeo Financial Advisors, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Valeo Financial Advisors, LLC Retirement Plan ranks in the 76th 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 Valeo Financial Advisors, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cimarron Energy, Inc. Savings and Investment Plan in TX ($28M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Valeo Financial Advisors, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 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 030519130.

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.