401(k) · DOL Form 5500 · 2024
Valley Senior Living 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 623
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $55,318
- Avg per participant Low balance/head
Official DOL plan name: Valley Senior Living Retirement Plan · Sponsored by Valley Senior Living · North Dakota · Healthcare & Social Assistance
$34M in assets, 623 participants
Valley Senior Living's Valley Senior Living Retirement Plan reported $34M in total assets and 623 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #13,947 in Healthcare & Social Assistance (16,916 peers)
Where Valley Senior Living Retirement Plan sits by assets
Valley Senior Living Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 623 participants (~$55,318/participant), up 17.0% in 2024.
- #13,947
- in Healthcare & Social Assistance (16,916 peers)
- +17.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Valley Senior Living Retirement Plan's outsized position by total assets
Valley Senior Living Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,462,847 Top 21% higher than 79% 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
Valley Senior Living 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. Valley Senior Living Retirement Plan sits mid-pack in the medium band (623 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Senior Living Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Valley Senior Living Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Valley Senior Living Retirement Plan reported participants rose from 581 in the plan year 2023 filing to 623 in the plan year 2024 filing.
DOL schedule card
Filing strip 450448164 · Valley Senior Living PY 2024 · 401(k)
Valley Senior Living Retirement Plan · $34M · 623 · 79th
- RANK $34M
- PHOTO 623
- IND 79th
- EOY 401(k)
- 5500 near Del Monte Foods Corporation II Inc. Saver Plan
- ASSETS ind #13947
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 North Dakota →
Valley Senior Living Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 450448164 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Senior Living)
Sponsor-wide plan assets over time
All Valley Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 38.597865013131525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 468 | $25M |
| 2023 | 1 | 581 | $29M |
| 2024 | 1 | 623 | $34M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.6B · 31,958
- Knife River Corporation 401(k) Retirement Plan $856M · 5,327
- Mdu Resources Group, Inc. 401(k) Retirement Plan $776M · 3,465
- Eide Bailly LLP 401(k) Profit Sharing Plan $615M · 2,920
- Offutt Companies 401(k) Savings Plan $592M · 5,199
Valley Senior Living Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Del Monte Foods Corporation II Inc. Saver Plan in CA ($34M); by covered participants it is The Hope 401(k) Retirement Savings Plan in IL (623 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Del Monte Foods Corporation II Inc. Saver Plan (CA) $34M · 694
- Tioga Retirement Savings Plan (PA) $34M · 122
- University at Buffalo Neurosurgery, 401(k) Retirement Plan (NY) $34M · 308
- Fabiano Brothers, Inc. 401(k) Plan (MI) $34M · 236
Similar participant headcount
Nearest other-state filings by covered participants (623 participants); asset peers above are excluded.
- The Hope 401(k) Retirement Savings Plan (IL) 623 · 0 off
- Trail King Industries Employees' Retirement Savings Plan (SD) 623 · 0 off
- Green Bay Electrical Workers Pension Plan (WI) 623 · 0 off
- Sterling Restaurants, LLC 401(k) Plan (GA) 623 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.