Valley Business Machines, Inc. Employee Stock Ownership Plan

Other · DOL Form 5500 · 2024

What the Filing Says About Valley Business Machines, Inc. Employee Stock Ownership Plan

Valley Business Machines, Inc. Employee Stock Ownership Plan is an Other retirement plan sponsored by Valley Business Machines, Inc., headquartered in Alaska. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 18 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 920110608, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets held essentially flat from $3M at the beginning of 2024 to $3M at year-end - up 0.0%. Net assets (after liabilities) closed the year at $2M. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Valley Business Machines, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 0.0%, while reported participants moved from 18 to 18 (+0.0%). Year-by-year, sponsor-wide filings show: 2022 - $3M in assets across 1 plan covering 18 participants; 2023 - $3M in assets across 1 plan covering 18 participants; 2024 - $3M in assets across 1 plan covering 18 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Valley Business Machines, Inc. Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.