401(k) · DOL Form 5500 · 2024

Valence Surface Technologies 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,098
Participants Near avg headcount
76th
Percentile by assets National rank
$25,732
Avg per participant Low balance/head
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Official DOL plan name: Valence Surface Technologies 401(k) Plan · Sponsored by Valence Surface Technologies · Texas · Manufacturing

$28M in assets, 1,098 participants

Valence Surface Technologies's Valence Surface Technologies 401(k) Plan reported $28M in total assets and 1,098 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,998 in Manufacturing (17,777 peers)

Where Valence Surface Technologies 401(k) Plan sits by assets

Valence Surface Technologies 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 1,098 participants (~$25,732/participant), up 12.5% in 2024.

#11,998
in Manufacturing (17,777 peers)
+12.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valence Surface Technologies 401(k) Plan's outsized position by total assets

Valence Surface Technologies 401(k) Plan vs every filed plan by assets

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

$28,253,772 Top 24% higher than 76% 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

Valence Surface Technologies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valence Surface Technologies 401(k) Plan lands in the large band (1,098 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valence Surface Technologies 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Valence Surface Technologies 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Valence Surface Technologies 401(k) Plan reported participants rose from 1,016 in the plan year 2023 filing to 1,098 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474359966 · Valence Surface Technologies PY 2024 · 401(k)

Valence Surface Technologies 401(k) Plan · $28M · 1,098 · 76th

  • EIN $28M
  • RANK 1,098
  • PHOTO 76th
  • IND 401(k)
  • EOY near Lyell Immunopharma, Inc. 401(k) Plan
  • 5500 ind #11998

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 Manufacturing retirement plans → · Plans in Texas →

Valence Surface Technologies 401(k) Plan in the asset neighbourhood

Valence Surface Technologies 401(k) PlanValence Surface Technologies…$28MLyell Immunopharma, Inc. 401(k) PlanLyell Immunopharma, Inc. 401…$28MCommunity Physicians Group, Inc. 401(k) Profit Sharing PlanCommunity Physicians Group, …$28MApplied Analytical Solutions, Inc. 401(k) PlanApplied Analytical Solutions…$28MFirstkey Homes 401(k) Plan$28M
End-of-year total assets ($M) among Valence Surface Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN474359966
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valence Surface Technologies)

Sponsor-wide plan assets over time

All Valence Surface Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$28M 34.83359627544358% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21M $28.3M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 946 $21M
2023 1 1,016 $25M
2024 1 1,098 $28M

Nearby 401(k) Plans in Texas

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

Valence Surface Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valence Surface Technologies 401(k) Plan, Total assets ($B): 0.028253772 · Participants: 1098Valence Surface Technologies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Valence Surface Technologies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valence Surface Technologies 401(k) Plan side-by-side with 3 peers →

Valence Surface Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lyell Immunopharma, Inc. 401(k) Plan in CA ($28M); by covered participants it is Forest Lawn 401(k) Plan in CA (1,098 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,098 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 Valence Surface Technologies 401(k) Plan assets move in 2024? ▼
Valence Surface Technologies 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $25M to $28M. Reported net income was $3M.
How have Valence Surface Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valence Surface Technologies's sponsor-wide assets grew 34.8%, from $21M to $28M.
Where does Valence Surface Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Valence Surface Technologies 401(k) Plan ranks in the 76th 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 Valence Surface Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyell Immunopharma, Inc. 401(k) Plan in CA ($28M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Valence Surface Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forest Lawn 401(k) Plan in CA (1,098 participants, $150M 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 474359966.

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.