401(k) · DOL Form 5500 · 2023

Valo Health Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
150
Participants Small participant base
64th
Percentile by assets National rank
$86,858
Avg per participant Below avg balance/head
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Official DOL plan name: Valo Health Retirement Saving Plan · Sponsored by Valo Health Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 150 participants

Valo Health Inc.'s Valo Health Retirement Saving Plan reported $13M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,904 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Valo Health Retirement Saving Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#12,904
in Professional & Technical Services (20,321 peers)
+50.5%
assets growth YoY

Valo Health Retirement Saving Plan's mid-pack asset rank among Professional & Technical Services and all filers

Valo Health Retirement Saving Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,028,712 Top 36% higher than 64% of 127,068 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 2023

Valo Health Retirement Saving Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valo Health Retirement Saving Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valo Health Retirement Saving Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Valo Health Retirement Saving Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Valo Health Retirement Saving Plan reported participants fell from 166 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832616304 · Valo Health Inc. PY 2023 · 401(k)

Valo Health Retirement Saving Plan · $13M · 150 · 64th

  • EBSA $13M
  • EBSA 150
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Hg Energy, LLC Retirement Savings Plan
  • EBSA ind #12904

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 Massachusetts →

Valo Health Retirement Saving Plan in the asset neighbourhood

Valo Health Retirement Saving PlanValo Health Retirement Savin…$13MHg Energy, LLC Retirement Savings PlanHg Energy, LLC Retirement Sa…$13MLda Management Company, Inc. 401(k) PlanLda Management Company, Inc.…$13MMortgage Connect LP 401(k) Profit Sharing PlanMortgage Connect LP 401(k) P…$13MMidwest Surgical Hospital, LLC 401(k) PlanMidwest Surgical Hospital, L…$13M
End-of-year total assets ($M) among Valo Health Retirement Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN832616304
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valo Health Inc.)

Sponsor-wide plan assets over time

All Valo Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.54024796187292% vs 2022
2023 filing year
$8M$10M$12M$14M 20222023 $8.65M $13M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 150 $13M

Nearby 401(k) Plans in Massachusetts

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

Valo Health Retirement Saving Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Valo Health Retirement Saving Plan, Total assets ($B): 0.013028712 · Participants: 150Valo Health Retirement Saving PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Valo Health Retirement Saving Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valo Health Retirement Saving Plan side-by-side with 3 peers →

Valo Health Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hg Energy, LLC Retirement Savings Plan in WV ($13M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valo Health Retirement Saving Plan assets move in 2023? ▼
Valo Health Retirement Saving Plan surged - up 50.5% during 2023, from $9M to $13M. Reported net income was $4M.
How have Valo Health Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Valo Health Inc.'s sponsor-wide assets grew 50.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Valo Health Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hg Energy, LLC Retirement Savings Plan in WV ($13M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Valo Health Retirement Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832616304.

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.