401(k) · DOL Form 5500 · 2024

Valleystar Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
168
Participants Small participant base
66th
Percentile by assets National rank
$97,489
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valleystar Credit Union 401(k) Retirement Plan · Sponsored by Valleystar Credit Union · Virginia · Finance & Insurance

$16M in assets, 168 participants

Valleystar Credit Union's Valleystar Credit Union 401(k) Retirement Plan reported $16M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,321 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Valleystar Credit Union 401(k) Retirement Plan covers 168 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $16M.

#4,321
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY

Valleystar Credit Union 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Valleystar Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$16,378,118 Top 34% higher than 66% 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

Valleystar Credit Union 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. Valleystar Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valleystar Credit Union 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Valleystar Credit Union 401(k) Retirement Plan reported participants rose from 127 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Valleystar Credit Union 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 546040482 · Valleystar Credit Union PY 2024 · 401(k)

Valleystar Credit Union 401(k) Retirement Plan · $16M · 168 · 66th

  • SCH $16M
  • SCH 168
  • SCH 66th
  • SCH 401(k)
  • SCH near Universal Insurance Company Profit Sharing & Savings Plan - US
  • SCH ind #4321

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 Finance & Insurance retirement plans → · Plans in Virginia →

Valleystar Credit Union 401(k) Retirement Plan in the asset neighbourhood

Valleystar Credit Union 401(k) Retirement PlanValleystar Credit Union 401(…$16MUniversal Insurance Company Profit Sharing & Savings Plan - USUniversal Insurance Company …$16MQuechan Indian Tribe Employee Savings and Retirement PlanQuechan Indian Tribe Employe…$16MH. Eikenhout & Sons, Inc. 401(k) PlanH. Eikenhout & Sons, Inc. 40…$16MPrecise Software Solutions Inc. Retirement PlanPrecise Software Solutions I…$16M
End-of-year total assets ($M) among Valleystar Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN546040482
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valleystar Credit Union)

Sponsor-wide plan assets over time

All Valleystar Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 41.59252665193405% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.4M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 126 $12M
2023 1 127 $15M
2024 1 168 $16M

Nearby 401(k) Plans in Virginia

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

Valleystar Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valleystar Credit Union 401(k) Retirement Plan, Total assets ($B): 0.016378118 · Participants: 168Valleystar Credit Union 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Valleystar Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Valleystar Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Valleystar Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Universal Insurance Company Profit Sharing & Savings Plan - US in FL ($16M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Valleystar Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Valleystar Credit Union 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2024, from $15M to $16M. Reported net income was $2M.
How have Valleystar Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valleystar Credit Union's sponsor-wide assets grew 41.6%, from $12M to $16M.
Which 401(k) plans are similar in size to Valleystar Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Insurance Company Profit Sharing & Savings Plan - US in FL ($16M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Valleystar Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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 546040482.

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.