401(k) · DOL Form 5500 · 2024

Valley Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
306
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,951
Avg per participant Low balance/head
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Official DOL plan name: Valley Management, Inc. 401(k) Plan and Trust · Sponsored by Valley Management, Inc. · Wisconsin · Food Services & Accommodation

$8M in assets, 306 participants

Valley Management, Inc.'s Valley Management, Inc. 401(k) Plan and Trust reported $8M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,017 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Valley Management, Inc. 401(k) Plan and Trust ranks #3,017 of 3,672 2024 filers by assets (237% of the sector average)-$8M for 306 participants.

#3,017
in Food Services & Accommodation (3,672 peers)
-0.8%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley Management, Inc. 401(k) Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Valley Management, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$8,247,141 Top 48% higher than 52% 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

Valley Management, Inc. 401(k) Plan and Trust 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. Valley Management, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Management, Inc. 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$68K in the plan year 2024 filing.
  • Valley Management, Inc. 401(k) Plan and Trust reported participants rose from 298 in the plan year 2023 filing to 306 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391259167 · Valley Management, Inc. PY 2024 · 401(k)

Valley Management, Inc. 401(k) Plan and Trust · $8M · 306 · 52nd

  • 5500 $8M
  • 5500 306
  • 5500 52nd
  • 5500 401(k)
  • 5500 near Yellowstone Boys and Girls Ranch Retirement Plan
  • 5500 ind #3017

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Valley Management, Inc. 401(k) Plan and Trust in the asset neighbourhood

Valley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$8MYellowstone Boys and Girls Ranch Retirement PlanYellowstone Boys and Girls R…$8MThe Mcgregor Retirement Savings PlanThe Mcgregor Retirement Savi…$8MMonterey Boats Rewards Plan$8MSolow Realty & Development Company, LLC 401(k) PlanSolow Realty & Development C…$8M
End-of-year total assets ($M) among Valley Management, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$68K
Employer EIN391259167
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Management, Inc.)

Sponsor-wide plan assets over time

All Valley Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 15.471906866855619% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.14M $8.25M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 304 $7M
2023 1 298 $8M
2024 1 306 $8M

Nearby 401(k) Plans in Wisconsin

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

Valley Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Valley Management, Inc. 401(k) Plan and Trust, Total assets ($B): 0.008247141 · Participants: 306Valley Management, Inc. 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Valley Management, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Management, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Valley Management, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Yellowstone Boys and Girls Ranch Retirement Plan in MT ($8M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Valley Management, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Valley Management, Inc. 401(k) Plan and Trust held essentially flat - down 0.8% during 2024, from $8M to $8M. Reported net income was -$68K.
How have Valley Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Management, Inc.'s sponsor-wide assets grew 15.5%, from $7M to $8M.
Which 401(k) plans are similar in size to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Yellowstone Boys and Girls Ranch Retirement Plan in MT ($8M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Valley Management, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 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 391259167.

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.