Back to filter
Original filing (PDF)20251006142356NAL0009148978001
VALLEY PILATES
Form 5500-SF
FILING_RECEIVED
CLUB PILATES DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
18
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY PILATES.
Plan sponsor
Name
VALLEY PILATES
EIN
82-2096607
Address
31921 KINGSPARK COURT · WESTLAKE VILLAGE, CA · 91361
Phone
(818) 257-3047
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
CHICKEN N PICKLE LLC
CHICKEN N PICKLE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 1,154 participants
NATIONAL CUTTING HORSE ASSOCIATI
NATIONAL CUTTING HORSE ASSOCIATION 401(K) PLAN
$1.9M · 26 participants
WAYNE TAYLOR RACING, LLC
WAYNE TAYLOR RACING, LLC RETIREMENT PLAN
$1.8M · 36 participants
AMERICAN ACADEMY OF GYMNASTICS, INC
AMERICAN ACADEMY OF GYMNASTICS, INC. 401(K) PLAN
$2.0M · 44 participants
FAST FORWARD SPORTS GROUP, LLC
FAST FORWARD SPORTS GROUP, LLC 401(K) PLAN
$1.8M · 58 participants
CHEYENNE FRONTIER DAYS, INC.
CHEYENNE FRONTIER DAYS EMPLOYEE SAVINGS PLAN
$2.0M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B