401(k) · DOL Form 5500 · 2024
Valley Surgical Clinics, Ltd. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $336,866
- Avg per participant High balance/head
Official DOL plan name: Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan · Sponsored by Valley Surgical Clinics, Ltd. · Arizona · Healthcare & Social Assistance
$17M in assets, 50 participants
Valley Surgical Clinics, Ltd.'s Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan reported $17M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,143 in Healthcare & Social Assistance (16,916 peers)
Valley Surgical Clinics, Ltd. multi-year trail
Valley Surgical Clinics, Ltd.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan at $17M / 50 participants.
- #12,143
- in Healthcare & Social Assistance (16,916 peers)
- +19.9%
- assets growth YoY
Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,843,285 Top 33% higher than 67% 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 Surgical Clinics, Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan reported participants rose from 49 in the plan year 2023 filing to 50 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 860518942 · Valley Surgical Clinics, Ltd. PY 2024 · 401(k)
Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan · $17M · 50 · 67th
- EOY $17M
- 5500 50
- ASSETS 67th
- PCT 401(k)
- EIN near Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust
- RANK ind #12143
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 Arizona →
Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Valley Surgical Clinics, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Valley Surgical Clinics, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 31.95794527649395% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $13M |
| 2023 | 1 | 49 | $14M |
| 2024 | 1 | 50 | $17M |
Valley Surgical Clinics, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 860518942 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Valley Surgical Clinics, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and Trust in CA ($17M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Advata 401(k) Plan (TX) 50 · 0 off
- Arthritis Center of Nebraska Profit Sharing Plan (NE) 50 · 0 off
- Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) 50 · 0 off
- First National Financial Services 401(k) Plan (MN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.