Profit Sharing · DOL Form 5500 · 2022
Affordable Values, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $67K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $67,135
- Avg per participant Below avg balance/head
Official DOL plan name: Affordable Values, Inc. Retirement Plan · Sponsored by Affordable Values, Inc. · Maryland · Retail Trade
$67K in assets, 1 participants
Affordable Values, Inc.'s Affordable Values, Inc. Retirement Plan reported $67K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #602 in Retail Trade (9,519 peers)
2022 asset change
Affordable Values, Inc. Retirement Plan contracted severely 60.9% in 2022 ($172K → $67K) for 1 participant.
- #602
- in Retail Trade (9,519 peers)
- -60.9%
- assets change YoY
The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Affordable Values, Inc. Retirement Plan among the smaller filed plans by assets
Affordable Values, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,135 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Affordable Values, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affordable Values, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 813079373 · Affordable Values, Inc. PY 2022 · Profit Sharing
Affordable Values, Inc. Retirement Plan · $67K · 1 · 4th
- PART $67K
- PART 1
- PART 4th
- PART Profit Sharing
- PART near Gmp Family Matters, Inc. Retirement Plan
- PART ind #602
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Maryland →
Affordable Values, Inc. Retirement Plan in the asset neighbourhood
Affordable Values, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Affordable Values, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $67K |
| 2023 | 2 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $172K |
|---|---|
| Net Assets (End of Year) | $67K |
| Net Income | -$105K |
| Employer EIN | 813079373 |
| Plan Effective Date | 2016-06-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.4B · 24,528
- Nfl Player Annuity Program $1.4B · 2,781
- Major League Baseball Players Investment Plan $928M · 4,122
- International Painters and Allied Trades Industry Annuity Plan $614M · 10,013
- Nfl Player Capital Accumulation Plan $460M · 2,732
Affordable Values, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Gmp Family Matters, Inc. Retirement Plan in NJ ($67K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.