401(k) · DOL Form 5500 · 2022

Valuation Research Corporation 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
199
Participants Below avg headcount
89th
Percentile by assets National rank
$272,976
Avg per participant High balance/head
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Official DOL plan name: Valuation Research Corporation Employees' Profit Sharing Plan · Sponsored by Valuation Research Corporation · Wisconsin · Professional & Technical Services

$54M in assets, 199 participants

Valuation Research Corporation's Valuation Research Corporation Employees' Profit Sharing Plan reported $54M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,349 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Valuation Research Corporation Employees' Profit Sharing Plan covers 199 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $54M.

#19,349
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valuation Research Corporation Employees' Profit Sharing Plan's outsized position by total assets

Valuation Research Corporation Employees' Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$54,322,319 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Valuation Research Corporation Employees' Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valuation Research Corporation Employees' Profit Sharing Plan sits mid-pack in the medium band (199 participants).

EBSA filing schedule strip

Filing strip 391214928 · Valuation Research Corporation PY 2022 · 401(k)

Valuation Research Corporation Employees' Profit Sharing Plan · $54M · 199 · 89th

  • EOY $54M
  • EOY 199
  • EOY 89th
  • EOY 401(k)
  • EOY near The New York Blower Company Profit Sharing Plan and Trust
  • EOY ind #19349

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 Wisconsin →

Valuation Research Corporation Employees' Profit Sharing Plan in the asset neighbourhood

Midland Cogeneration Venture Limited Partnership 401(k) Savings PlanMidland Cogeneration Venture…$54MValuation Research Corporation Employees' Profit Sharing PlanValuation Research Corporati…$54MThe New York Blower Company Profit Sharing Plan and TrustThe New York Blower Company …$54MQualys, Inc. 401(k) Plan$54MNorwood Medical Employee Savings Plan and TrustNorwood Medical Employee Sav…$54M
End-of-year total assets ($M) among Valuation Research Corporation Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$54M
Net Income-$9M
Employer EIN391214928
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valuation Research Corporation)

Sponsor-wide plan assets over time

All Valuation Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$82M 50.88801345170849% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.3M $82M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 199 $54M
2023 1 233 $67M
2024 1 259 $82M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Valuation Research Corporation Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Valuation Research Corporation Employees' Profit Sharing Plan, Total assets ($B): 0.054322319 · Participants: 199Valuation Research Corporation Employees' Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Valuation Research Corporation Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valuation Research Corporation Employees' Profit Sharing Plan side-by-side with 3 peers →

Valuation Research Corporation Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The New York Blower Company Profit Sharing Plan and Trust in IL ($54M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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.

Frequently Asked Questions

How did Valuation Research Corporation Employees' Profit Sharing Plan assets move in 2022? ▼
Valuation Research Corporation Employees' Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $63M to $54M. Reported net income was -$9M.
How have Valuation Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valuation Research Corporation's sponsor-wide assets grew 50.9%, from $54M to $82M.
Where does Valuation Research Corporation Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Valuation Research Corporation Employees' Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valuation Research Corporation Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The New York Blower Company Profit Sharing Plan and Trust in IL ($54M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Valuation Research Corporation Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement 401(k) Plan in IL (199 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391214928.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.