401(k) · DOL Form 5500 · 2022

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
134
Participants Small participant base
60th
Percentile by assets National rank
$58,553
Avg per participant Low balance/head
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Official DOL plan name: Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan · Sponsored by Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South · Georgia · Other Services

$8M in assets, 134 participants

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South's Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan reported $8M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,404 in Other Services (8,398 peers)

Coverage in Georgia

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan covers 134 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#6,404
in Other Services (8,398 peers)
-13.4%
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.

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan's mid-pack asset rank among Other Services and all filers

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan vs every filed plan by assets

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

$7,846,065 Top 40% higher than 60% 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

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) 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. Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan sits mid-pack in the medium band (134 participants).

EBSA filing schedule strip

Filing strip 233067343 · Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South PY 2022 · 401(k)

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan · $8M · 134 · 60th

  • IND $8M
  • IND 134
  • IND 60th
  • IND 401(k)
  • IND near Palo Alto Community Child Care 403(b) Plan
  • IND ind #6404

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 Georgia →

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan in the asset neighbourhood

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) PlanValve & Actuation Services, …$8MPalo Alto Community Child Care 403(b) PlanPalo Alto Community Child Ca…$8MBank of Charles Town 401(k) Retirement Savings PlanBank of Charles Town 401(k) …$8MMeade Lexus 401(k) Plan and TrustMeade Lexus 401(k) Plan and …$8MInuvo, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN233067343
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South)

Sponsor-wide plan assets over time

All Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.007204885506304% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.85M $10.8M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 138 $9M
2024 1 161 $11M

Nearby 401(k) Plans in Georgia

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

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan, Total assets ($B): 0.007846065 · Participants: 134Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan side-by-side with 3 peers →

Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Palo Alto Community Child Care 403(b) Plan in CA ($8M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan assets move in 2022? ▼
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South's sponsor-wide assets grew 38.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palo Alto Community Child Care 403(b) Plan in CA ($8M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 233067343.

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.