401(k) · DOL Form 5500 · 2024

Vallarta Supermarkets 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,580
Participants Near avg headcount
41st
Percentile by assets National rank
$3,048
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vallarta Supermarkets Retirement Plan · Sponsored by Vallarta Supermarkets · California · Retail Trade

$5M in assets, 1,580 participants

Vallarta Supermarkets's Vallarta Supermarkets Retirement Plan reported $5M in total assets and 1,580 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,194 in Retail Trade (8,048 peers)

Coverage in California

Vallarta Supermarkets Retirement Plan covers 1,580 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $5M.

#4,194
in Retail Trade (8,048 peers)
+13.2%
assets growth YoY

Vallarta Supermarkets Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Vallarta Supermarkets Retirement Plan vs every filed plan by assets

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

$4,815,691 41st percentile higher than 41% 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

Vallarta Supermarkets Retirement 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. Vallarta Supermarkets Retirement Plan lands in the large band (1,580 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vallarta Supermarkets Retirement Plan reported net income fell from $648K in the plan year 2023 filing to $560K in the plan year 2024 filing.
  • Vallarta Supermarkets Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Vallarta Supermarkets Retirement Plan reported participants rose from 1,444 in the plan year 2023 filing to 1,580 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954704083 · Vallarta Supermarkets PY 2024 · 401(k)

Vallarta Supermarkets Retirement Plan · $5M · 1,580 · 41st

  • SCH $5M
  • EBSA 1,580
  • PART 41st
  • TYPE 401(k)
  • NET near Retirement Income Security Plan-Leland Management, Inc.
  • BOOK ind #4194

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 Retail Trade retirement plans → · Plans in California →

Vallarta Supermarkets Retirement Plan in the asset neighbourhood

Vallarta Supermarkets Retirement PlanVallarta Supermarkets Retire…$5MRetirement Income Security Plan-Leland Management, Inc.Retirement Income Security P…$5MMontgomery's 401(k) Plan$5MDell & Dean PLLC 401(k) Profit Sharing Plan and TrustDell & Dean PLLC 401(k) Prof…$5MTipton, Marler, Garner & Chastain 401(k) PlanTipton, Marler, Garner & Cha…$5M
End-of-year total assets ($M) among Vallarta Supermarkets Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$560K
Employer EIN954704083
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vallarta Supermarkets)

Sponsor-wide plan assets over time

All Vallarta Supermarkets plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.47891488205234% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.82M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 1,344 $4M
2023 1 1,444 $4M
2024 1 1,580 $5M

Nearby 401(k) Plans in California

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

Vallarta Supermarkets Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Vallarta Supermarkets Retirement Plan, Total assets ($B): 0.004815691 · Participants: 1580Vallarta Supermarkets Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Vallarta Supermarkets Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Vallarta Supermarkets Retirement Plan side-by-side with 3 peers →

Vallarta Supermarkets Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Income Security Plan-Leland Management, Inc. in FL ($5M); by covered participants it is Good Times Restaurants, Inc. 401(k) Savings & Investment Plan in CO (1,580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,580 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 Vallarta Supermarkets Retirement Plan assets move in 2024? ▼
Vallarta Supermarkets Retirement Plan grew at a solid clip - up 13.2% during 2024, from $4M to $5M. Reported net income was $560K.
How have Vallarta Supermarkets plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vallarta Supermarkets's sponsor-wide assets grew 33.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Vallarta Supermarkets Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Leland Management, Inc. in FL ($5M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Vallarta Supermarkets Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Good Times Restaurants, Inc. 401(k) Savings & Investment Plan in CO (1,580 participants, $7M 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 954704083.

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.