401(k) · DOL Form 5500 · 2024

Valley Oaks Health, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
448
Participants Below avg headcount
78th
Percentile by assets National rank
$71,143
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Oaks Health 401(k) Retirement Plan · Sponsored by Valley Oaks Health, Inc. · Indiana · Healthcare & Social Assistance

$32M in assets, 448 participants

Valley Oaks Health, Inc.'s Valley Oaks Health 401(k) Retirement Plan reported $32M in total assets and 448 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,788 in Healthcare & Social Assistance (16,916 peers)

Where Valley Oaks Health 401(k) Retirement Plan sits by assets

Valley Oaks Health 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 448 participants (~$71,143/participant), up 12.6% in 2024.

#13,788
in Healthcare & Social Assistance (16,916 peers)
+12.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley Oaks Health 401(k) Retirement Plan's outsized position by total assets

Valley Oaks Health 401(k) Retirement Plan vs every filed plan by assets

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

$31,872,109 Top 22% higher than 78% 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 Oaks Health 401(k) 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 Oaks Health 401(k) Retirement Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Oaks Health 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Valley Oaks Health 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Valley Oaks Health 401(k) Retirement Plan reported participants rose from 439 in the plan year 2023 filing to 448 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350988724 · Valley Oaks Health, Inc. PY 2024 · 401(k)

Valley Oaks Health 401(k) Retirement Plan · $32M · 448 · 78th

  • BOOK $32M
  • BOOK 448
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Webster Five Cents Savings Bank 401(k) Plan
  • BOOK ind #13788

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 Indiana →

Valley Oaks Health 401(k) Retirement Plan in the asset neighbourhood

Valley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$32MWebster Five Cents Savings Bank 401(k) PlanWebster Five Cents Savings B…$32MA.M.T. 401(k) Profit Sharing PlanA.M.T. 401(k) Profit Sharing…$32MHarbor Group Incorporated Profit Sharing 401(k) PlanHarbor Group Incorporated Pr…$32MMovable Ink 401(k) Plan$32M
End-of-year total assets ($M) among Valley Oaks Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN350988724
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Oaks Health, Inc.)

Sponsor-wide plan assets over time

All Valley Oaks Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 29.95594593309657% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $31.9M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 446 $25M
2023 1 439 $28M
2024 1 448 $32M

Nearby 401(k) Plans in Indiana

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

Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Valley Oaks Health 401(k) Retirement Plan, Total assets ($B): 0.031872109 · Participants: 448Valley Oaks Health 401(k) 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
Valley Oaks Health 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valley Oaks Health 401(k) Retirement Plan side-by-side with 3 peers →

Valley Oaks Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Webster Five Cents Savings Bank 401(k) Plan in MA ($32M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Oaks Health 401(k) Retirement Plan assets move in 2024? ▼
Valley Oaks Health 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2024, from $28M to $32M. Reported net income was $4M.
How have Valley Oaks Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Oaks Health, Inc.'s sponsor-wide assets grew 30.0%, from $25M to $32M.
Where does Valley Oaks Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Valley Oaks Health 401(k) Retirement Plan ranks in the 78th 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 Valley Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webster Five Cents Savings Bank 401(k) Plan in MA ($32M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Valley Oaks Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan for Bargaining Unit Employees in MS (448 participants, $34M 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 350988724.

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.