401(k) · DOL Form 5500 · 2022
Valmark, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $74,346
- Avg per participant Below avg balance/head
Official DOL plan name: Valmark, Inc. Retirement Plan · Sponsored by Valmark, Inc. · Washington · Retail Trade
$7M in assets, 95 participants
Valmark, Inc.'s Valmark, Inc. Retirement Plan reported $7M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #6,463 in Retail Trade (9,519 peers)
Valmark, Inc. multi-year trail
Valmark, Inc.'s plans moved +46.4% in assets from 2022 to 2024; this filing shows Valmark, Inc. Retirement Plan at $7M / 95 participants.
- #6,463
- in Retail Trade (9,519 peers)
- -15.3%
- 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.
Valmark, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Valmark, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,062,824 Top 42% higher than 58% 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
Valmark, Inc. Retirement 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. Valmark, Inc. Retirement Plan is a small filing (95 participants) on this national headcount ladder.
DOL schedule card
Filing strip 911110337 · Valmark, Inc. PY 2022 · 401(k)
Valmark, Inc. Retirement Plan · $7M · 95 · 58th
- EIN $7M
- RANK 95
- PHOTO 58th
- IND 401(k)
- EOY near Ripon Awardjackets, Inc. 401(k) Savings Plan
- 5500 ind #6463
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 Retail Trade retirement plans → · Plans in Washington →
Valmark, Inc. Retirement Plan in the asset neighbourhood
Valmark, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valmark, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 46.37439641707057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $7M |
| 2023 | 1 | 103 | $9M |
| 2024 | 1 | 107 | $10M |
Valmark, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 911110337 |
| Plan Effective Date | 1993-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Valmark, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Ripon Awardjackets, Inc. 401(k) Savings Plan in WI ($7M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.