401(k) · DOL Form 5500 · 2024

Valley Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
389
Participants Below avg headcount
78th
Percentile by assets National rank
$80,965
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Medical Group, P.C. 401(k) Plan · Sponsored by Valley Medical Group, P.C. · Massachusetts · Healthcare & Social Assistance

$31M in assets, 389 participants

Valley Medical Group, P.C.'s Valley Medical Group, P.C. 401(k) Plan reported $31M in total assets and 389 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.

  • #13,766 in Healthcare & Social Assistance (16,916 peers)

Where Valley Medical Group, P.C. 401(k) Plan sits by assets

Valley Medical Group, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 389 participants (~$80,965/participant), up 13.6% in 2024.

#13,766
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valley Medical Group, P.C. 401(k) Plan's outsized position by total assets

Valley Medical Group, P.C. 401(k) Plan vs every filed plan by assets

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

$31,495,571 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 Medical Group, P.C. 401(k) 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 Medical Group, P.C. 401(k) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Medical Group, P.C. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Valley Medical Group, P.C. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Valley Medical Group, P.C. 401(k) Plan reported participants fell from 398 in the plan year 2023 filing to 389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042945394 · Valley Medical Group, P.C. PY 2024 · 401(k)

Valley Medical Group, P.C. 401(k) Plan · $31M · 389 · 78th

  • IND $31M
  • EOY 389
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Exxel Pacific, Inc. Benefit Plan
  • EIN ind #13766

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 Massachusetts →

Valley Medical Group, P.C. 401(k) Plan in the asset neighbourhood

Valley Medical Group, P.C. 401(k) PlanValley Medical Group, P.C. 4…$31MExxel Pacific, Inc. Benefit PlanExxel Pacific, Inc. Benefit …$31MLt Apparel Group 401(k) Plan$31MHansen & Adkins Auto Transport, Inc. 401(k) Profit Sharing Plan & TrustHansen & Adkins Auto Transpo…$31MFrench & Parrello Associates, P.a. 401(k) Savings PlanFrench & Parrello Associates…$31M
End-of-year total assets ($M) among Valley Medical Group, P.C. 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)$28M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN042945394
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Medical Group, P.C.)

Sponsor-wide plan assets over time

All Valley Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.892371717472656% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 379 $24M
2023 1 398 $28M
2024 1 389 $31M

Nearby 401(k) Plans in Massachusetts

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

Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Valley Medical Group, P.C. 401(k) Plan, Total assets ($B): 0.031495571 · Participants: 389Valley Medical Group, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Valley Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valley Medical Group, P.C. 401(k) Plan side-by-side with 3 peers →

Valley Medical Group, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Exxel Pacific, Inc. Benefit Plan in WA ($31M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Medical Group, P.C. 401(k) Plan assets move in 2024? ▼
Valley Medical Group, P.C. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $28M to $31M. Reported net income was $4M.
How have Valley Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Medical Group, P.C.'s sponsor-wide assets grew 29.9%, from $24M to $31M.
Where does Valley Medical Group, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valley Medical Group, P.C. 401(k) 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 Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exxel Pacific, Inc. Benefit Plan in WA ($31M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Valley Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 042945394.

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.