Valorus403(b)

Valorus's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,807,776 across 44 participant accounts, with employer contributions averaging $3,055 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,398th of 9,483), and 2,904th of 3,341 in other services. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 20 to 24 since 2022.