401(k) · DOL Form 5500 · 2023

Valentine & Kebartas, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
37
Participants Small participant base
27th
Percentile by assets National rank
$39,786
Avg per participant Low balance/head
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Official DOL plan name: Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Valentine & Kebartas, LLC · Massachusetts · Administrative & Support Services

$1M in assets, 37 participants

Valentine & Kebartas, LLC's Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,228 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust ranks #2,228 of 4,372 2023 filers by assets (1960% of the sector average)-$1M for 37 participants.

#2,228
in Administrative & Support Services (4,372 peers)
+19.6%
assets growth YoY

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,472,088 27th percentile higher than 27% 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

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$229K in the plan year 2022 filing to $241K in the plan year 2023 filing.
  • Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 56 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474177347 · Valentine & Kebartas, LLC PY 2023 · 401(k)

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust · $1M · 37 · 27th

  • 5500 $1M
  • ASSETS 37
  • PCT 27th
  • EIN 401(k)
  • RANK near Curogens 401(k) Plan
  • PHOTO ind #2228

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & TrustValentine & Kebartas, LLC 40…$1MCurogens 401(k) Plan$1MOutlook Marketing Services 401(k) Profit Sharing Plan & TrustOutlook Marketing Services 4…$1MHamsher Lakeside Funerals and Cremations, Inc. Profit Sharing PlanHamsher Lakeside Funerals an…$1MSummit Motor Products Inc. 401(k) PlanSummit Motor Products Inc. 4…$1M
End-of-year total assets ($M) among Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$241K
Employer EIN474177347
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valentine & Kebartas, LLC)

Sponsor-wide plan assets over time

All Valentine & Kebartas, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$967K 21.490699070272516% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.23M $0.97M ▼ -21.1%
Year Plans Participants Total Assets
2022 1 56 $1M
2023 1 37 $1M
2024 1 38 $967K

Nearby 401(k) Plans in Massachusetts

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

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001472088 · Participants: 37Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Curogens 401(k) Plan in IN ($1M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 19.6% during 2023, from $1M to $1M. Reported net income was $241K.
How have Valentine & Kebartas, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valentine & Kebartas, LLC's sponsor-wide assets declined 21.5%, from $1M to $967K.
Which 401(k) plans are similar in size to Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Curogens 401(k) Plan in IN ($1M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Valentine & Kebartas, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 474177347.

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.