· 2022–2024 · DOL EFAST2

Valley Zoological Society — Valley Zoological, Form 5500 (2025)

Original filing (PDF)20260624084719NAL0009636672001

Valley Zoological Society

Form 5500-SF

FILING_RECEIVED

Valley Zoological Society 401(k) Plan

401(k) retirement plan · Valley Zoological Society's Valley Zoological Society 401(k) Plan held $2.3M in plan assets for 105 participants in 2025.

Active participants

105

Accounts w/ balance

60

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

17

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY ZOOLOGICAL SOCIETY.

Plan sponsor

Name

VALLEY ZOOLOGICAL SOCIETY

EIN

74-1604409all filings

Address

500 RINGGOLD STREET · BROWNSVILLE, TX · 785207918

Phone

(956) 546-7187

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

San Jose SWIM & Racquet Club

San Jose SWIM & Racquet Club

$2.2M · 9 participants

MAUI Country Club, Ltd. a Hawaii Corporation

MAUI Country Club, Ltd. Pension Plan

$2.2M · 39 participants

Edison Martial ARTS, LLC ET AL

Satori Academy Max Fitness 401(k) Plan

$2.2M · 24 participants

Forest Lake Club

Forest Lake Club 401(k) Safe Harbor Plan

$2.2M · 100 participants

Apogee Outdoor Adventures, L.L.C.

Apogee Outdoor Adventures LLC Cash Balance Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.