401(k) · DOL Form 5500 · 2022
Value, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $318,534
- Avg per participant High balance/head
Official DOL plan name: Value, Inc. Retirement Plan and Trust · Sponsored by Value, Inc. · Texas · Professional & Technical Services
$4M in assets, 12 participants
Value, Inc.'s Value, Inc. Retirement Plan and Trust reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,191 in Professional & Technical Services (21,562 peers)
Value, Inc. multi-year trail
Value, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Value, Inc. Retirement Plan and Trust at $4M / 12 participants.
- #9,191
- in Professional & Technical Services (21,562 peers)
- +2.9%
- assets growth YoY
Value, Inc. Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Value, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,822,403 45th percentile higher than 45% 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
Value, Inc. Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Value, Inc. Retirement Plan and Trust is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 752882807 · Value, Inc. PY 2022 · 401(k)
Value, Inc. Retirement Plan and Trust · $4M · 12 · 45th
- BOY $4M
- BOY 12
- BOY 45th
- BOY 401(k)
- BOY near East Hardwood 401(k) Profit Sharing Plan
- BOY ind #9191
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 Professional & Technical Services retirement plans → · Plans in Texas →
Value, Inc. Retirement Plan and Trust in the asset neighbourhood
Value, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Value, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.72632268235453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | 14 | $4M |
| 2024 | 1 | 15 | $5M |
Value, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $109K |
| Employer EIN | 752882807 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Value, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is East Hardwood 401(k) Profit Sharing Plan in NC ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); 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.