Other · DOL Form 5500 · 2023

Valle Del Sol, Incorporated Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
399
Participants Below avg headcount
50th
Percentile by assets National rank
$16,364
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Valle Del Sol, Incorporated · Sponsored by Valle Del Sol, Incorporated · Arizona · Healthcare & Social Assistance

$7M in assets, 399 participants

Valle Del Sol, Incorporated's Employee Benefit Plan of Valle Del Sol, Incorporated reported $7M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,689 in Healthcare & Social Assistance (17,684 peers)

Valle Del Sol, Incorporated multi-year trail

Valle Del Sol, Incorporated's plans moved -28.4% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Valle Del Sol, Incorporated at $7M / 399 participants.

#9,689
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Employee Benefit Plan of Valle Del Sol, Incorporated's mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Valle Del Sol, Incorporated vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,529,258 Top 50% higher than 50% of 127,068 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 2023

Employee Benefit Plan of Valle Del Sol, Incorporated among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Valle Del Sol, Incorporated sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Valle Del Sol, Incorporated reported net income rose from -$822K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of Valle Del Sol, Incorporated end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Employee Benefit Plan of Valle Del Sol, Incorporated reported participants rose from 375 in the plan year 2022 filing to 399 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860251255 · Valle Del Sol, Incorporated PY 2023 · Other

Employee Benefit Plan of Valle Del Sol, Incorporated · $7M · 399 · 50th

  • NET $7M
  • BOOK 399
  • VS-ST 50th
  • BOY Other
  • SCH near Zeta Charter Schools 403(b) Plan
  • EBSA ind #9689

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 Arizona →

Employee Benefit Plan of Valle Del Sol, Incorporated in the asset neighbourhood

Employee Benefit Plan of Valle Del Sol, IncorporatedEmployee Benefit Plan of Val…$7MZeta Charter Schools 403(b) PlanZeta Charter Schools 403(b) …$7MFidelity Defined Contribution Retirement PlanFidelity Defined Contributio…$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MHaverland Carter Lifestyle Group 403(b) PlanHaverland Carter Lifestyle G…$7M
End-of-year total assets ($M) among Employee Benefit Plan of Valle Del Sol, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Valle Del Sol, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Valle Del Sol, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.384143400949085% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.88M $7.08M ▼ -28.3%
Year Plans Participants Total Assets
2022 2 873 $10M
2023 1 399 $7M
2024 1 459 $7M

Valle Del Sol, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN860251255
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

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

Employee Benefit Plan of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Employee Benefit Plan of Valle Del Sol, Incorporated, Total assets ($B): 0.006529258 · Participants: 399Employee Benefit Plan of Valle Del Sol, IncorporatedHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.023668486 · Participants: 13597Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.291333345 · Participants: 7670Operating Engineers Local 428 Annuity Trust FundBanner Health Employees 403(b) Plan, Total assets ($B): 0.163501548 · Participants: 11018Banner Health Employees 403(b) PlanEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.149956482 · Participants: 1887El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanKingman Regional Medical Center Employee Retirement Plan, Total assets ($B): 0.107432825 · Participants: 1914Kingman Regional Medical Center Employee Retirement Plan
Employee Benefit Plan of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants
Compare Employee Benefit Plan of Valle Del Sol, Incorporated side-by-side with 3 peers →

Employee Benefit Plan of Valle Del Sol, Incorporated's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Zeta Charter Schools 403(b) Plan in NY ($7M); by covered participants it is My Community Dental Centers, Inc. 403(b) Plan in MI (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Employee Benefit Plan of Valle Del Sol, Incorporated assets move in 2023? ▼
Employee Benefit Plan of Valle Del Sol, Incorporated grew sharply - up 21.7% during 2023, from $5M to $7M. Reported net income was $1M.
How have Valle Del Sol, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valle Del Sol, Incorporated's sponsor-wide assets declined 28.4%, from $10M to $7M.
Which Other plans are similar in size to Employee Benefit Plan of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by assets is Zeta Charter Schools 403(b) Plan in NY ($7M, 292 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is My Community Dental Centers, Inc. 403(b) Plan in MI (399 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860251255.

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.