401(k) · DOL Form 5500 · 2022

Valuemomentum, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
451
Participants Below avg headcount
81st
Percentile by assets National rank
$57,647
Avg per participant Low balance/head
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Official DOL plan name: Valuemomentum 401(k) Plan · Sponsored by Valuemomentum, Inc. · New Jersey · Professional & Technical Services

$26M in assets, 451 participants

Valuemomentum, Inc.'s Valuemomentum 401(k) Plan reported $26M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,593 in Professional & Technical Services (21,562 peers)

Where Valuemomentum 401(k) Plan sits by assets

Valuemomentum 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 451 participants (~$57,647/participant), up 15.2% in 2022.

#17,593
in Professional & Technical Services (21,562 peers)
+15.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valuemomentum 401(k) Plan's outsized position by total assets

Valuemomentum 401(k) Plan vs every filed plan by assets

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

$25,998,771 Top 19% higher than 81% 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

Valuemomentum 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. Valuemomentum 401(k) Plan sits mid-pack in the medium band (451 participants).

Form 5500 schedule snapshot

Filing strip 113414179 · Valuemomentum, Inc. PY 2022 · 401(k)

Valuemomentum 401(k) Plan · $26M · 451 · 81st

  • PCT $26M
  • EIN 451
  • RANK 81st
  • PHOTO 401(k)
  • IND near Hoselton Chevrolet, Inc. Profit Sharing and Retirement Savings Plan
  • EOY ind #17593

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 Jersey →

Valuemomentum 401(k) Plan in the asset neighbourhood

Valuemomentum 401(k) Plan$26MHoselton Chevrolet, Inc. Profit Sharing and Retirement Savings PlanHoselton Chevrolet, Inc. Pro…$26MPolyglass USA, Inc. 401(k) PlanPolyglass USA, Inc. 401(k) P…$26MInternational Education Corporation 401(k) PlanInternational Education Corp…$26MMarx/Okubo Associates, Ltd. 401(k) Profit Sharing Plan and TrustMarx/Okubo Associates, Ltd. …$26M
End-of-year total assets ($M) among Valuemomentum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN113414179
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valuemomentum, Inc.)

Sponsor-wide plan assets over time

All Valuemomentum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 63.73971292719952% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26M $42.6M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 451 $26M
2023 1 451 $37M
2024 1 437 $43M

Nearby 401(k) Plans in New Jersey

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

Valuemomentum 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Valuemomentum 401(k) Plan, Total assets ($B): 0.025998771 · Participants: 451Valuemomentum 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Valuemomentum 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Valuemomentum 401(k) Plan side-by-side with 3 peers →

Valuemomentum 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Hoselton Chevrolet, Inc. Profit Sharing and Retirement Savings Plan in NY ($26M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Valuemomentum 401(k) Plan assets move in 2022? ▼
Valuemomentum 401(k) Plan grew sharply - up 15.2% during 2022, from $23M to $26M. Reported net income was $3M.
How have Valuemomentum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valuemomentum, Inc.'s sponsor-wide assets grew 63.7%, from $26M to $43M.
Where does Valuemomentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Valuemomentum 401(k) Plan ranks in the 81st 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 Valuemomentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoselton Chevrolet, Inc. Profit Sharing and Retirement Savings Plan in NY ($26M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Valuemomentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (451 participants, $16M 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 113414179.

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.