401(k) · DOL Form 5500 · 2023

Value Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$476K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$476,499
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Value Mortgage, Inc. 401(k) Profit Sharing Plan · Sponsored by Value Mortgage, Inc. · California · Real Estate

$476K in assets, 1 participants

Value Mortgage, Inc.'s Value Mortgage, Inc. 401(k) Profit Sharing Plan reported $476K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,406 in Real Estate (4,727 peers)

Value Mortgage, Inc. multi-year trail

Value Mortgage, Inc.'s plans moved -11.1% in assets from 2022 to 2024; this filing shows Value Mortgage, Inc. 401(k) Profit Sharing Plan at $476K / 1 participant.

#1,406
in Real Estate (4,727 peers)
+12.4%
assets growth YoY

Value Mortgage, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Value Mortgage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$476,499 17th percentile higher than 17% 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 Mortgage, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Value Mortgage, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Value Mortgage, Inc. 401(k) Profit Sharing Plan reported net income rose from -$113K in the plan year 2022 filing to $53K in the plan year 2023 filing.
  • Value Mortgage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $424K in the plan year 2022 filing to $476K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330692054 · Value Mortgage, Inc. PY 2023 · 401(k)

Value Mortgage, Inc. 401(k) Profit Sharing Plan · $476K · 1 · 17th

  • PART $476K
  • PART 1
  • PART 17th
  • PART 401(k)
  • PART near Howard Industries, Inc. Employees' Retirement Services Plan
  • PART ind #1406

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 Real Estate retirement plans → · Plans in California →

Value Mortgage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Value Mortgage, Inc. 401(k) Profit Sharing PlanValue Mortgage, Inc. 401(k) …$476KHoward Industries, Inc. Employees' Retirement Services PlanHoward Industries, Inc. Empl…$477KWmmd Ventures Retirement Plan$477KDivision 4 Solutions, LLC 401(k) Profit Sharing PlDivision 4 Solutions, LLC 40…$476KSilver Eagle Production Employee Retirement Savings PlanSilver Eagle Production Empl…$476K
End-of-year total assets ($M) among Value Mortgage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Value Mortgage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Value Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$377K 11.126973265060524% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.42M $0.38M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 1 $424K
2023 1 1 $476K
2024 1 1 $377K

Value Mortgage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$424K
Net Assets (End of Year)$476K
Net Income$53K
Employer EIN330692054
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Value Mortgage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Value Mortgage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000476499 · Participants: 1Value Mortgage, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Value Mortgage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Value Mortgage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Howard Industries, Inc. Employees' Retirement Services Plan in MS ($477K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mortgage, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Value Mortgage, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.4% during 2023, from $424K to $476K. Reported net income was $53K.
How have Value Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Mortgage, Inc.'s sponsor-wide assets declined 11.1%, from $424K to $377K.
Where does Value Mortgage, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Value Mortgage, Inc. 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Value Mortgage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard Industries, Inc. Employees' Retirement Services Plan in MS ($477K, 142 participants).
Which 401(k) plans cover a similar participant headcount to Value Mortgage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 330692054.

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.