401(k) · DOL Form 5500 · 2022

Value Management Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
59th
Percentile by assets National rank
$224,283
Avg per participant Above avg balance/head
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Official DOL plan name: Value Management Strategies, Inc. 401(k) Plan · Sponsored by Value Management Strategies, Inc. · Arizona · Other Services

$8M in assets, 34 participants

Value Management Strategies, Inc.'s Value Management Strategies, Inc. 401(k) Plan reported $8M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,362 in Other Services (8,398 peers)

Value Management Strategies, Inc. multi-year trail

Value Management Strategies, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Value Management Strategies, Inc. 401(k) Plan at $8M / 34 participants.

#6,362
in Other Services (8,398 peers)
-14.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Value Management Strategies, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Value Management Strategies, Inc. 401(k) Plan vs every filed plan by assets

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

$7,625,638 Top 41% higher than 59% 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

Value Management Strategies, Inc. 401(k) Plan 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 Management Strategies, Inc. 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 330437168 · Value Management Strategies, Inc. PY 2022 · 401(k)

Value Management Strategies, Inc. 401(k) Plan · $8M · 34 · 59th

  • PART $8M
  • TYPE 34
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Eastprint, Inc. Profit Sharing Plan
  • BOY ind #6362

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 Other Services retirement plans → · Plans in Arizona →

Value Management Strategies, Inc. 401(k) Plan in the asset neighbourhood

Value Management Strategies, Inc. 401(k) PlanValue Management Strategies,…$8MEastprint, Inc. Profit Sharing PlanEastprint, Inc. Profit Shari…$8MRo-Sal Plumbing & Heating, Inc. Incentive Savings TrustRo-Sal Plumbing & Heating, I…$8MBruce Titus Automotive Group 401(k) PlanBruce Titus Automotive Group…$8MPrelude Services 401(k) Retirement PlanPrelude Services 401(k) Reti…$8M
End-of-year total assets ($M) among Value Management Strategies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Value Management Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Value Management Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.851477607512972% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.63M $9.98M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 34 $8M
2023 1 28 $8M
2024 1 29 $10M

Value Management Strategies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN330437168
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Value Management Strategies, Inc. 401(k) Plan, Total assets ($B): 0.007625638 · Participants: 34Value Management Strategies, Inc. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Value Management Strategies, Inc. 401(k) Plan side-by-side with 3 peers →

Value Management Strategies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Eastprint, Inc. Profit Sharing Plan in MA ($8M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Value Management Strategies, Inc. 401(k) Plan assets move in 2022? ▼
Value Management Strategies, Inc. 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Value Management Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Management Strategies, Inc.'s sponsor-wide assets grew 30.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eastprint, Inc. Profit Sharing Plan in MA ($8M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M 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 330437168.

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.