401(k) · DOL Form 5500 · 2022

Valu Discount, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
155
Participants Small participant base
55th
Percentile by assets National rank
$39,175
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Valu Discount, Inc. 401(k) Plan · Sponsored by Valu Discount, Inc. · Kentucky · Retail Trade

$6M in assets, 155 participants

Valu Discount, Inc.'s Valu Discount, Inc. 401(k) Plan reported $6M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,127 in Retail Trade (9,519 peers)

Coverage in Kentucky

Valu Discount, Inc. 401(k) Plan covers 155 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#6,127
in Retail Trade (9,519 peers)
-18.2%
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.

Valu Discount, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Valu Discount, Inc. 401(k) Plan vs every filed plan by assets

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

$6,072,108 Top 45% higher than 55% 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

Valu Discount, Inc. 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. Valu Discount, Inc. 401(k) Plan sits mid-pack in the medium band (155 participants).

EBSA filing schedule strip

Filing strip 610931661 · Valu Discount, Inc. PY 2022 · 401(k)

Valu Discount, Inc. 401(k) Plan · $6M · 155 · 55th

  • TYPE $6M
  • TYPE 155
  • TYPE 55th
  • TYPE 401(k)
  • TYPE near Womencare, Inc. 401(k) Plan
  • TYPE ind #6127

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 Kentucky →

Valu Discount, Inc. 401(k) Plan in the asset neighbourhood

Valu Discount, Inc. 401(k) PlanValu Discount, Inc. 401(k) P…$6MWomencare, Inc. 401(k) Plan$6ML'oreal Caribe, Inc. Employee Retirement Savings PlanL'oreal Caribe, Inc. Employe…$6MRmpersonnel, Inc. 401(k) Profit Sharing PlanRmpersonnel, Inc. 401(k) Pro…$6MTsc Acquisition Corporation 401(k) PlanTsc Acquisition Corporation …$6M
End-of-year total assets ($M) among Valu Discount, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN610931661
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Valu Discount, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Valu Discount, Inc. 401(k) Plan, Total assets ($B): 0.006072108 · Participants: 155Valu Discount, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Valu Discount, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Valu Discount, Inc. 401(k) Plan side-by-side with 3 peers →

Valu Discount, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Womencare, Inc. 401(k) Plan in WV ($6M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Valu Discount, Inc. 401(k) Plan assets move in 2022? ▼
Valu Discount, Inc. 401(k) Plan declined sharply - down 18.2% during 2022, from $7M to $6M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Valu Discount, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Womencare, Inc. 401(k) Plan in WV ($6M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Valu Discount, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 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 610931661.

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.