401(k) · DOL Form 5500 · 2023

Value Management Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
28
Participants Small participant base
55th
Percentile by assets National rank
$302,577
Avg per participant High balance/head
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Official DOL plan name: Value Management Strategies, Inc. 401(k) Plan · Sponsored by Value Management Strategies, Inc. · Arizona · Other Services

$8M in assets, 28 participants

Value Management Strategies, Inc.'s Value Management Strategies, Inc. 401(k) Plan reported $8M in total assets and 28 participants in its 2023 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.

  • #5,804 in Other Services (7,857 peers)

Value Management Strategies, Inc. multi-year trail

Value Management Strategies, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Value Management Strategies, Inc. 401(k) Plan at $8M / 28 participants.

#5,804
in Other Services (7,857 peers)
+11.1%
assets growth YoY

Value Management Strategies, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Value Management Strategies, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,472,165 Top 45% higher than 55% of 127,068 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 2023

Value Management Strategies, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Value Management Strategies, Inc. 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Value Management Strategies, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $847K in the plan year 2023 filing.
  • Value Management Strategies, Inc. 401(k) Plan reported participants fell from 34 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Value Management Strategies, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330437168 · Value Management Strategies, Inc. PY 2023 · 401(k)

Value Management Strategies, Inc. 401(k) Plan · $8M · 28 · 55th

  • SCH $8M
  • EBSA 28
  • PART 55th
  • TYPE 401(k)
  • NET near First Community Bank of the Heartland, Inc 401(k) Employee Stock Ownership Plan
  • BOOK ind #5804

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 Other Services retirement plans → · Plans in Arizona →

Value Management Strategies, Inc. 401(k) Plan in the asset neighbourhood

Value Management Strategies, Inc. 401(k) PlanValue Management Strategies,…$8MFirst Community Bank of the Heartland, Inc 401(k) Employee Stock Ownership PlanFirst Community Bank of the …$8MAermor 401(k) Plan 002$8MSterling Bank 401(k) Profit Sharing PlanSterling Bank 401(k) Profit …$8MSilver Reef Casino 401(k) PlanSilver Reef Casino 401(k) Pl…$8M
End-of-year total assets ($M) among Value Management Strategies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Value Management Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Value Management Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.851477607512972% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.63M $9.98M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 34 $8M
2023 1 28 $8M
2024 1 29 $10M

Value Management Strategies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$847K
Employer EIN330437168
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Value Management Strategies, Inc. 401(k) Plan, Total assets ($B): 0.008472165 · Participants: 28Value Management Strategies, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Value Management Strategies, Inc. 401(k) Plan side-by-side with 3 peers →

Value Management Strategies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is First Community Bank of the Heartland, Inc 401(k) Employee Stock Ownership Plan in KY ($8M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Value Management Strategies, Inc. 401(k) Plan assets move in 2023? ▼
Value Management Strategies, Inc. 401(k) Plan grew at a solid clip - up 11.1% during 2023, from $8M to $8M. Reported net income was $847K.
How have Value Management Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Management Strategies, Inc.'s sponsor-wide assets grew 30.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Community Bank of the Heartland, Inc 401(k) Employee Stock Ownership Plan in KY ($8M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330437168.

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.