Profit Sharing · DOL Form 5500 · 2022
Value Line Inc Profit Sharing Plan
Data updated 2026-08-11
- $23M
- Total assets
- 159
- Participants
- 79th
- Percentile by assets
- $147,221
- Avg per participant
Official DOL plan name: Value Line, Inc. Profit Sharing and Savings Plan · Sponsored by Value Line Inc · New York · Information & Media
$23M in assets, 159 participants
Value Line Inc's Value Line, Inc. Profit Sharing and Savings Plan reported $23M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 139,126 plans)
- #2,075 in Information & Media (2,911 peers)
Coverage in New York
Value Line, Inc. Profit Sharing and Savings Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $23M.
- $23M
- total plan assets (2022 EOY)
- 159
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $147,221
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Value Line, Inc. Profit Sharing and Savings Plan reports 159 participants - about 20% of that state average ($23M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$4M |
| Employer EIN | 133139843 |
| Plan Effective Date | 1951-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Value Line Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $23M |
| 2023 | 1 | 130 | $22M |
| 2024 | 1 | 116 | $23M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Value Line, Inc. Profit Sharing and Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Value Line, Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
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Where does Value Line, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Value Line, Inc. Profit Sharing and Savings Plan's numbers.
- By total assets, Value Line, Inc. Profit Sharing and Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Value Line Inc's sponsor-wide assets have declined 3.6% since 2022 across 3 plan years on file. More Information & Media plans