Other · DOL Form 5500 · 2024

Valle Del Sol, Incorporated Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
459
Participants Below avg headcount
48th
Percentile by assets National rank
$15,417
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated · Sponsored by Valle Del Sol, Incorporated · Arizona · Healthcare & Social Assistance

$7M in assets, 459 participants

Valle Del Sol, Incorporated's 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated reported $7M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,998 in Healthcare & Social Assistance (16,916 peers)

Valle Del Sol, Incorporated multi-year trail

Valle Del Sol, Incorporated's plans moved -28.4% in assets from 2022 to 2024; this filing shows 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated at $7M / 459 participants.

#8,998
in Healthcare & Social Assistance (16,916 peers)
+8.4%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated's mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated vs every filed plan by assets

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

$7,076,279 48th percentile higher than 48% 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

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated 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. 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated reported net income fell from $1M in the plan year 2023 filing to $547K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated reported participants rose from 399 in the plan year 2023 filing to 459 in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860251255 · Valle Del Sol, Incorporated PY 2024 · Other

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated · $7M · 459 · 48th

  • EIN $7M
  • EIN 459
  • EIN 48th
  • EIN Other
  • EIN near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis
  • EIN ind #8998

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated401(k) Profit Sharing Plan f…$7MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of MinneapolisSafe-Harbor 401(k) Profit Sh…$7MInly School 403(b) DC Plan$7MDollar Energy Fund, Inc. 403(b) PlanDollar Energy Fund, Inc. 403…$7MArarat Home Retirement Plan$7M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Valle Del Sol, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Valle Del Sol, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.384143400949085% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.88M $7.08M ▼ -28.3%
Year Plans Participants Total Assets
2022 2 873 $10M
2023 1 399 $7M
2024 1 459 $7M

Valle Del Sol, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$547K
Employer EIN860251255
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Arizona

Peer Other plans, same state, same plan type, ranked by total assets.

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated, Total assets ($B): 0.007076279 · Participants: 459401(k) Profit Sharing Plan for Employees of Valle Del Sol, IncorporatedHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated vs. nearby Other plans in Arizona, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis in MN ($7M); by covered participants it is Oacac Matching Plan in MO (459 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (459 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 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated grew at a solid clip - up 8.4% during 2024, from $7M to $7M. Reported net income was $547K.
How have Valle Del Sol, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valle Del Sol, Incorporated's sponsor-wide assets declined 28.4%, from $10M to $7M.
Which Other plans are similar in size to 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis in MN ($7M, 124 participants).
Which Other plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Oacac Matching Plan in MO (459 participants, $8M 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 860251255.

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.