401(k) · DOL Form 5500 · 2024

Valley Express LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
279
Participants Below avg headcount
59th
Percentile by assets National rank
$40,980
Avg per participant Low balance/head
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Official DOL plan name: Valley Express LLC 401(k) and Profit Sharing Plan · Sponsored by Valley Express LLC · Wisconsin · Transportation & Warehousing

$11M in assets, 279 participants

Valley Express LLC's Valley Express LLC 401(k) and Profit Sharing Plan reported $11M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,970 in Transportation & Warehousing (3,299 peers)

Coverage in Wisconsin

Valley Express LLC 401(k) and Profit Sharing Plan covers 279 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#1,970
in Transportation & Warehousing (3,299 peers)
+10.4%
assets growth YoY

Valley Express LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Valley Express LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,433,282 Top 41% higher than 59% 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 Express LLC 401(k) and Profit Sharing 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 Express LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Express LLC 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Valley Express LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Valley Express LLC 401(k) and Profit Sharing Plan reported participants fell from 291 in the plan year 2023 filing to 279 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391907049 · Valley Express LLC PY 2024 · 401(k)

Valley Express LLC 401(k) and Profit Sharing Plan · $11M · 279 · 59th

  • VS-ST $11M
  • VS-ST 279
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Obsidian Global LLC 401(k) Plan
  • VS-ST ind #1970

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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →

Valley Express LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Valley Express LLC 401(k) and Profit Sharing PlanValley Express LLC 401(k) an…$11MObsidian Global LLC 401(k) PlanObsidian Global LLC 401(k) P…$11MOn & Up Holdings, LLC 401(k) PlanOn & Up Holdings, LLC 401(k)…$11MKaltura Inc. 401(k) Plan$11MNavajo Technical University 401(k) Profit Sharing PlanNavajo Technical University …$11M
End-of-year total assets ($M) among Valley Express LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN391907049
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Express LLC)

Sponsor-wide plan assets over time

All Valley Express LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.581049740419278% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.82M $11.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 171 $9M
2023 1 291 $10M
2024 1 279 $11M

Nearby 401(k) Plans in Wisconsin

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

Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Valley Express LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.011433282 · Participants: 279Valley Express LLC 401(k) and Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Valley Express LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Express LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Valley Express LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Obsidian Global LLC 401(k) Plan in DC ($11M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Express LLC 401(k) and Profit Sharing Plan assets move in 2024? ▼
Valley Express LLC 401(k) and Profit Sharing Plan grew at a solid clip - up 10.4% during 2024, from $10M to $11M. Reported net income was $1M.
How have Valley Express LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Express LLC's sponsor-wide assets grew 29.6%, from $9M to $11M.
Which 401(k) plans are similar in size to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Obsidian Global LLC 401(k) Plan in DC ($11M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Valley Express LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramit Corporation 401(k) Savings Plan in CA (279 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 391907049.

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.