401(k) · DOL Form 5500 · 2024
Vali Incorporated 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $76,874
- Avg per participant Below avg balance/head
Official DOL plan name: Vali 401(k) Plan · Sponsored by Vali Incorporated · Alabama · Professional & Technical Services
$16M in assets, 203 participants
Vali Incorporated's Vali 401(k) Plan reported $16M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,988 in Professional & Technical Services (20,173 peers)
Vali Incorporated multi-year trail
Vali Incorporated's plans moved +46.0% in assets from 2022 to 2024; this filing shows Vali 401(k) Plan at $16M / 203 participants.
- #12,988
- in Professional & Technical Services (20,173 peers)
- +17.2%
- assets growth YoY
Vali 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Vali 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,605,403 Top 35% higher than 65% 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
Vali 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. Vali 401(k) Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vali 401(k) Plan reported participants rose from 164 in the plan year 2023 filing to 203 in the plan year 2024 filing.
- Vali 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Vali 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 822400416 · Vali Incorporated PY 2024 · 401(k)
Vali 401(k) Plan · $16M · 203 · 65th
- ASSETS $16M
- PCT 203
- EIN 65th
- RANK 401(k)
- PHOTO near Comply Technologies, Inc. 401(k) Plan
- IND ind #12988
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 Alabama →
Vali 401(k) Plan in the asset neighbourhood
Vali Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Vali Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 45.96956222702737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $11M |
| 2023 | 1 | 164 | $13M |
| 2024 | 1 | 203 | $16M |
Vali Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 822400416 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Vali 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Comply Technologies, Inc. 401(k) Plan in NY ($16M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Comply Technologies, Inc. 401(k) Plan (NY) $16M · 289
- Clearcompany 401(k) Plan (ME) $16M · 261
- The Archway Programs Retirement Savings Plan (NJ) $16M · 402
- Roi Communication, Inc. 401(k) Retirement Plan (CA) $16M · 84
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 203 · 0 off
- Pembina U.S. Corporation Wealth Accumulation Plan (TX) 203 · 0 off
- Tax Defense Network 401(k) Plan (FL) 203 · 0 off
- Homestead Village, Inc. 401(k) Plan (PA) 203 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.