401(k) · DOL Form 5500 · 2024

Valco Instruments Company, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
336
Participants Below avg headcount
84th
Percentile by assets National rank
$141,244
Avg per participant Near avg balance/head
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Official DOL plan name: Valco Instruments Restated Profit Sharing Plan Trust · Sponsored by Valco Instruments Company, Inc. · Texas · Manufacturing

$47M in assets, 336 participants

Valco Instruments Company, Inc.'s Valco Instruments Restated Profit Sharing Plan Trust reported $47M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,617 in Manufacturing (17,777 peers)

Coverage in Texas

Valco Instruments Restated Profit Sharing Plan Trust covers 336 participants in Texas, about 49% of the average Texas filer (state average ~688 per filing). Assets: $47M.

#13,617
in Manufacturing (17,777 peers)
+13.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Valco Instruments Restated Profit Sharing Plan Trust's outsized position by total assets

Valco Instruments Restated Profit Sharing Plan Trust vs every filed plan by assets

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

$47,457,862 Top 16% higher than 84% 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

Valco Instruments Restated Profit Sharing Plan Trust 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. Valco Instruments Restated Profit Sharing Plan Trust sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valco Instruments Restated Profit Sharing Plan Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Valco Instruments Restated Profit Sharing Plan Trust end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Valco Instruments Restated Profit Sharing Plan Trust reported participants rose from 328 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043836923 · Valco Instruments Company, Inc. PY 2024 · 401(k)

Valco Instruments Restated Profit Sharing Plan Trust · $47M · 336 · 84th

  • PHOTO $47M
  • PHOTO 336
  • PHOTO 84th
  • PHOTO 401(k)
  • PHOTO near Experity 401(k) Plan
  • PHOTO ind #13617

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 Manufacturing retirement plans → · Plans in Texas →

Valco Instruments Restated Profit Sharing Plan Trust in the asset neighbourhood

Bms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$47MValco Instruments Restated Profit Sharing Plan TrustValco Instruments Restated P…$47MExperity 401(k) Plan$47MJonah Energy 401(k) Plan$47MAcipco Contracted 401(k) Plan$47M
End-of-year total assets ($M) among Valco Instruments Restated Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN043836923
Plan Effective Date1977-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Valco Instruments Company, Inc.)

Sponsor-wide plan assets over time

All Valco Instruments Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 37.616256686005435% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.5M $47.5M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 355 $34M
2023 1 328 $42M
2024 1 336 $47M

Nearby 401(k) Plans in Texas

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

Valco Instruments Restated Profit Sharing Plan Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Valco Instruments Restated Profit Sharing Plan Trust, Total assets ($B): 0.047457862 · Participants: 336Valco Instruments Restated Profit Sharing Plan TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Valco Instruments Restated Profit Sharing Plan Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Valco Instruments Restated Profit Sharing Plan Trust side-by-side with 3 peers →

Valco Instruments Restated Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Experity 401(k) Plan in IL ($47M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Valco Instruments Restated Profit Sharing Plan Trust assets move in 2024? ▼
Valco Instruments Restated Profit Sharing Plan Trust grew at a solid clip - up 13.7% during 2024, from $42M to $47M. Reported net income was $6M.
How have Valco Instruments Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valco Instruments Company, Inc.'s sponsor-wide assets grew 37.6%, from $34M to $47M.
Where does Valco Instruments Restated Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Valco Instruments Restated Profit Sharing Plan Trust ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valco Instruments Restated Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Experity 401(k) Plan in IL ($47M, 606 participants).
Which 401(k) plans cover a similar participant headcount to Valco Instruments Restated Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 043836923.

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.