Other · DOL Form 5500 · 2024
Valley Library Consortium Retirement Plan
Data updated 2026-08-25
- $949K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $316,318
- Avg per participant High balance/head
Official DOL plan name: Valley Library Consortium Defined Contribution Retirement Plan · Sponsored by Valley Library Consortium · Michigan · Educational Services
$949K in assets, 3 participants
Valley Library Consortium's Valley Library Consortium Defined Contribution Retirement Plan reported $949K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #523 in Educational Services (3,638 peers)
2024 asset change
Valley Library Consortium Defined Contribution Retirement Plan declined sharply 16.9% in 2024 ($1M → $949K) for 3 participants.
- #523
- in Educational Services (3,638 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Library Consortium Defined Contribution Retirement Plan among the smaller filed plans by assets
Valley Library Consortium Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$948,954 23rd percentile higher than 23% 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
Valley Library Consortium Defined Contribution Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Library Consortium Defined Contribution Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valley Library Consortium Defined Contribution Retirement Plan reported net income fell from $139K in the plan year 2023 filing to -$192K in the plan year 2024 filing.
- Valley Library Consortium Defined Contribution Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $949K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382410513 · Valley Library Consortium PY 2024 · Other
Valley Library Consortium Defined Contribution Retirement Plan · $949K · 3 · 23rd
- PCT $949K
- EIN 3
- RANK 23rd
- PHOTO Other
- IND near Visiting Nurse Services of the Northwest 403(b) Plan
- EOY ind #523
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 Educational Services retirement plans → · Plans in Michigan →
Valley Library Consortium Defined Contribution Retirement Plan in the asset neighbourhood
Valley Library Consortium years around the 2024 move
Sponsor-wide plan assets over time
All Valley Library Consortium plans reported in each filing year
- Latest sponsor-wide plan assets
- $949K 5.363053500889072% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $949K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $949K |
| Net Income | -$192K |
| Employer EIN | 382410513 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Valley Library Consortium Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Visiting Nurse Services of the Northwest 403(b) Plan in WA ($946K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($949K here).
- Visiting Nurse Services of the Northwest 403(b) Plan (WA) $946K · 1
- Morrison Center 403(b) Retirement Plan (ME) $953K · 287
- Swendsey 401(k) Trust (NC) $945K · 1
- David Heller Keogh (FL) $958K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.