Department of Labor filing

VALEO BEHAVIORAL HEALTH CARE

VALEO BEHAVIORAL HEALTH CARE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 23, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,549

Reported employer contributions per active participant.

Higher than about 52% of comparable plans

#People in the filing

243

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$47 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions52nd percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense77th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, VALEO BEHAVIORAL HEALTH CARE reported $619,499 in employer contributions across the plan and 243 active participants. That works out to $2,549 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 71.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 71.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $619,499
Participant contributions: $759,132
Other contributions: $21,520
Employer share of reported contributions: 44.9%
Beginning assets: $10,239,984
Ending assets: $11,394,607
Ending net assets: $11,394,607
Ending liabilities: Not reported
Total income: $2,678,376
Total expenses: $1,523,753
Administrative expenses: $14,283
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,485

2023

$1,618

2024

$2,549

Plan-paid administrative expenses per participant

2022

$163

2023

$138

2024

$47

Active participants

2022

244

2023

257

2024

243

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,549	243	11.4M	20250923091148NAL0006146801003
2023	$1,618	257	10.2M	20240815135231NAL0027950354003
2022	$1,485	244	8.8M	20230824113313NAL0004213907001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 480730326-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2004
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250923091148NAL0006146801003

Data sourceDOL Form 5500 bulk data ↗

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