401(k) · DOL Form 5500 · 2022
Valueworks LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $380,063
- Avg per participant High balance/head
Official DOL plan name: Valueworks LLC Retirement Plan · Sponsored by Valueworks LLC · New York · Professional & Technical Services
$2M in assets, 4 participants
Valueworks LLC's Valueworks LLC Retirement Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,673 in Professional & Technical Services (21,562 peers)
Valueworks LLC multi-year trail
Valueworks LLC's plans moved -20.0% in assets from 2022 to 2024; this filing shows Valueworks LLC Retirement Plan at $2M / 4 participants.
- #5,673
- in Professional & Technical Services (21,562 peers)
- +4.1%
- assets growth YoY
Valueworks LLC Retirement Plan among the smaller filed plans by assets
Valueworks LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,520,251 30th percentile higher than 30% 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
Valueworks LLC Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valueworks LLC Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 134193343 · Valueworks LLC PY 2022 · 401(k)
Valueworks LLC Retirement Plan · $2M · 4 · 30th
- 5500 $2M
- 5500 4
- 5500 30th
- 5500 401(k)
- 5500 near Webster, Duke & Co., PA 401(k) Plan and Trust
- 5500 ind #5673
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 New York →
Valueworks LLC Retirement Plan in the asset neighbourhood
Valueworks LLC multi-year asset trail
Sponsor-wide plan assets over time
All Valueworks LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 20.04781703586134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $3M |
| 2023 | 2 | 8 | $3M |
| 2024 | 2 | 8 | $3M |
Valueworks LLC filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $61K |
| Employer EIN | 134193343 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Valueworks LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Webster, Duke & Co., PA 401(k) Plan and Trust in NC ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.