Department of Labor filing

VALLORBS JEWEL COMPANY

VALCO 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 22, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

48filing comparison
out of 100

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

$Employer support

$2,313

Reported employer contributions per active participant.

Higher than about 50% of comparable plans

#People in the filing

199

Active participants reported for 2024.

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

¢Visible plan-paid fees

$214 / participant

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

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.9%, 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 · 202448out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions50th percentileTypical peer $2,293 · based on 622 comparable plans

Lower reported administrative expense44th percentileTypical peer $193 · based on 639 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, VALLORBS JEWEL COMPANY reported $460,223 in employer contributions across the plan and 199 active participants. That works out to $2,313 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 proxy81%

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 21.4%

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

Expense trendUp 4.5%

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

Peer context48/100

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: $460,223
Participant contributions: $960,450
Other contributions: $4,907
Employer share of reported contributions: 32.4%
Beginning assets: $14,639,730
Ending assets: $16,673,401
Ending net assets: $16,660,925
Ending liabilities: $12,476
Total income: $3,582,080
Total expenses: $1,745,170
Administrative expenses: $54,059
Participant loans: $157,814

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

$1,905

2023

$2,137

2024

$2,313

Plan-paid administrative expenses per participant

2022

$205

2023

$202

2024

$214

Active participants

2022

193

2023

198

2024

199

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,313	199	16.7M	20250922152310NAL0002209443001
2023	$2,137	198	14.6M	20240924130241NAL0026234722001
2022	$1,905	193	11.5M	20231012105714NAL0021135043001

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: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 232192273-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1984
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250922152310NAL0002209443001

Data sourceDOL Form 5500 bulk data ↗

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