401(k) · DOL Form 5500 · 2022

Valmark Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
137
Participants Small participant base
76th
Percentile by assets National rank
$136,947
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valmark Financial Group, LLC Salary Savings Plan · Sponsored by Valmark Financial Group, LLC · Ohio · Finance & Insurance

$19M in assets, 137 participants

Valmark Financial Group, LLC's Valmark Financial Group, LLC Salary Savings Plan reported $19M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,793 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Valmark Financial Group, LLC Salary Savings Plan covers 137 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#5,793
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valmark Financial Group, LLC Salary Savings Plan's outsized position by total assets

Valmark Financial Group, LLC Salary Savings Plan vs every filed plan by assets

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

$18,761,677 Top 24% higher than 76% 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

Valmark Financial Group, LLC Salary Savings 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. Valmark Financial Group, LLC Salary Savings Plan sits mid-pack in the medium band (137 participants).

Form 5500 schedule snapshot

Filing strip 341924302 · Valmark Financial Group, LLC PY 2022 · 401(k)

Valmark Financial Group, LLC Salary Savings Plan · $19M · 137 · 76th

  • IND $19M
  • IND 137
  • IND 76th
  • IND 401(k)
  • IND near Chf Industries, Inc. Retirement Savings Plan
  • IND ind #5793

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 Finance & Insurance retirement plans → · Plans in Ohio →

Valmark Financial Group, LLC Salary Savings Plan in the asset neighbourhood

Valmark Financial Group, LLC Salary Savings PlanValmark Financial Group, LLC…$19MChf Industries, Inc. Retirement Savings PlanChf Industries, Inc. Retirem…$19MBenq America Corp 401(k) Plan$19MAquestive Therapeutics 401(k) PlanAquestive Therapeutics 401(k…$19MConnecticut Junior Republic Association, Inc. Deferred Compensation Thrift PlanConnecticut Junior Republic …$19M
End-of-year total assets ($M) among Valmark Financial Group, LLC Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN341924302
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valmark Financial Group, LLC)

Sponsor-wide plan assets over time

All Valmark Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.06739781310594% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.5M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 137 $19M
2023 1 142 $23M
2024 1 151 $29M

Nearby 401(k) Plans in Ohio

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

Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Valmark Financial Group, LLC Salary Savings Plan, Total assets ($B): 0.018761677 · Participants: 137Valmark Financial Group, LLC Salary Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Valmark Financial Group, LLC Salary Savings Plan side-by-side with 3 peers →

Valmark Financial Group, LLC Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chf Industries, Inc. Retirement Savings Plan in NC ($19M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Valmark Financial Group, LLC Salary Savings Plan assets move in 2022? ▼
Valmark Financial Group, LLC Salary Savings Plan pulled back noticeably - down 7.9% during 2022, from $20M to $19M. Reported net income was -$2M.
How have Valmark Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valmark Financial Group, LLC's sponsor-wide assets grew 52.1%, from $19M to $29M.
Where does Valmark Financial Group, LLC Salary Savings Plan rank by assets among Form 5500 filers? ▼
Valmark Financial Group, LLC Salary Savings Plan ranks in the 76th 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 Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chf Industries, Inc. Retirement Savings Plan in NC ($19M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M 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 341924302.

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.