Valcor Engineering 401(k) match, vesting and fees
What Valcor Engineering's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Valcor Engineering: employer contribution per participant | $1,442 | |
| Peer median | $2,038 |
| Valcor Engineering: average balance | $99,251 | |
| Peer median | $72,907 |
| Valcor Engineering: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $44.8M at the end of plan year 2021 to $49.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 506 | $49.9M | $725K | $1,442 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 446 | $42.8M | $680K | $1,546 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 421 | $37.5M | $416K | $1,011 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 397 | $44.8M | $369K | $950 | 0.27% | Not published | Form 5500 ↗ |
Other Valcor Engineering plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Valcor Engineering Corporation Employee'S Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cliftonlarsonallenllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Valcor Engineering match 401(k) contributions?
The match terms for the Valcor Engineering Corporation 401(k) Thrift Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $725K in employer contributions, about $1,442 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valcor Engineering 401(k) match vested?
The vesting schedule for the Valcor Engineering Corporation 401(k) Thrift Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valcor Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Valcor Engineering Corporation.
I left Valcor Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valcor Engineering Corporation, (973) 467-8400) or the recordkeeper, Principal Life Insurance Company. The Valcor Engineering old 401(k) page lists the contacts from every plan filing. Find an old Valcor Engineering 401(k)
Data from the public Form 5500 annual reports Valcor Engineering filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Valcor Engineering. Not financial advice. Report a correction · Methodology