401(k) · DOL Form 5500 · 2024

Valsource, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
211
Participants Below avg headcount
83rd
Percentile by assets National rank
$206,289
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valsource, Inc. 401(k) Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services

$44M in assets, 211 participants

Valsource, Inc.'s Valsource, Inc. 401(k) Plan reported $44M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,763 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Valsource, Inc. 401(k) Plan covers 211 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $44M.

#16,763
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valsource, Inc. 401(k) Plan's outsized position by total assets

Valsource, Inc. 401(k) Plan vs every filed plan by assets

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

$43,526,994 Top 17% higher than 83% 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

Valsource, Inc. 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. Valsource, Inc. 401(k) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valsource, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Valsource, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Valsource, Inc. 401(k) Plan reported participants rose from 200 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232855010 · Valsource, Inc. PY 2024 · 401(k)

Valsource, Inc. 401(k) Plan · $44M · 211 · 83rd

  • BOY $44M
  • SCH 211
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Vinmar International 401(k) Plan
  • NET ind #16763

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Valsource, Inc. 401(k) Plan in the asset neighbourhood

Valsource, Inc. 401(k) Plan$44MVinmar International 401(k) PlanVinmar International 401(k) …$44MAvian 401(k) Profit Sharing PlanAvian 401(k) Profit Sharing …$44MNewmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion Employee …$44MResco Products, Inc. 401(k) & Profit Sharing PlanResco Products, Inc. 401(k) …$44M
End-of-year total assets ($M) among Valsource, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN232855010
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

Sponsor-wide plan assets over time

All Valsource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 25.963684219821143% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 418 $72M
2023 2 386 $89M
2024 2 431 $90M

Nearby 401(k) Plans in Pennsylvania

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

Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Valsource, Inc. 401(k) Plan, Total assets ($B): 0.043526994 · Participants: 211Valsource, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Valsource, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. 401(k) Plan side-by-side with 3 peers →

Valsource, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Vinmar International 401(k) Plan in TX ($44M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Valsource, Inc. 401(k) Plan assets move in 2024? ▼
Valsource, Inc. 401(k) Plan grew sharply - up 15.3% during 2024, from $38M to $44M. Reported net income was $6M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. 401(k) Plan ranks in the 83rd 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 Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vinmar International 401(k) Plan in TX ($44M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Valsource, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M 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 232855010.

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.