Profit Sharing · DOL Form 5500 · 2022

Value Line Inc Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
159
Participants Small participant base
79th
Percentile by assets National rank
$147,221
Avg per participant Above avg balance/head
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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.

  • #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.

#2,075
in Information & Media (2,911 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Value Line, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Value Line, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$23,408,210 Top 21% higher than 79% 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

Value Line, Inc. Profit Sharing and Savings 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. Value Line, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 133139843 · Value Line Inc PY 2022 · Profit Sharing

Value Line, Inc. Profit Sharing and Savings Plan · $23M · 159 · 79th

  • SCH $23M
  • EBSA 159
  • PART 79th
  • TYPE Profit Sharing
  • NET near All One God Faith, Inc. Profit Sharing Plan
  • BOOK ind #2075

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 Information & Media retirement plans → · Plans in New York →

Value Line, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Hirevue Retirement Trust$23MHennepin Healthcare Research Institute Retirement PlanHennepin Healthcare Research…$23MValue Line, Inc. Profit Sharing and Savings PlanValue Line, Inc. Profit Shar…$23MAll One God Faith, Inc. Profit Sharing PlanAll One God Faith, Inc. Prof…$23MJ Hansen-Balk Steel Treating Co. Profit Sharing Plan & TrustJ Hansen-Balk Steel Treating…$23M
End-of-year total assets ($M) among Value Line, Inc. Profit Sharing and Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN133139843
Plan Effective Date1951-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Line Inc)

Sponsor-wide plan assets over time

All Value Line Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 3.590992220250929% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $23.4M $22.6M ▼ -3.6%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Value Line, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.02340821 · Participants: 159Value Line, Inc. Profit Sharing and Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Value Line, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Value Line, Inc. Profit Sharing and Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is All One God Faith, Inc. Profit Sharing Plan in CA ($23M); by covered participants it is Concord Nh Boys & Girls Club 403(b) Plan in NH (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Value Line, Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
Value Line, Inc. Profit Sharing and Savings Plan pulled back noticeably - down 13.3% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Value Line Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Line Inc's sponsor-wide assets declined 3.6%, from $23M to $23M.
Where does Value Line, Inc. Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Value Line, Inc. Profit Sharing and Savings Plan ranks in the 79th 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 Profit Sharing plans are similar in size to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is All One God Faith, Inc. Profit Sharing Plan in CA ($23M, 254 participants).
Which Profit Sharing plans cover a similar participant headcount to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Concord Nh Boys & Girls Club 403(b) Plan in NH (159 participants, $1M 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 133139843.

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.