2023 Form 5500 filing — Valo Health Retirement Saving Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251106151618NAL0015612096001) for Valo Health Retirement Saving Plan, reported by Valo Health Inc. under EIN 83-2616304 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$13,028,712

Participants218

Provider compensation$43.5K2 Schedule C row(s)$43,498

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251106151618NAL0015612096001
Plan sponsor: Valo Health Inc.
EIN: 83-2616304
Plan number: 001
Location: Lexington, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets

Net assets$13MLiabilities$0

Money in vs. money out

Total income / additions$6.1M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$898K

Participant$2.3M

Full reported line items

Total assets (EOY): $13,028,712
Total liabilities (EOY): $0
Net assets (EOY): $13,028,712
Employer contributions: $898,041
Participant contributions: $2,251,415
Total income / additions: $6,106,117
Benefits paid: $1,663,261
Administrative expenses: $68,781
Total expenses: $1,732,042
Net increase / (decrease): $4,374,075

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
John Hancock$33.5K
RETAINED BY EMPLOYER · Direct $33.5K · Indirect $0
2
Mma Securities LLC$10K
RETAINED BY EMPLOYER · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251106151618NAL0015612096001 cover?: It is the 2023 Form 5500 filing for Valo Health Retirement Saving Plan, reported by Valo Health Inc. (EIN 83-2616304).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).