401(k) · DOL Form 5500 · 2023

Valuation Research Corporation 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size: 233
Participants Below avg headcount: 88th
Percentile by assets National rank: $286,320
Avg per participant High balance/head

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Official DOL plan name: Valuation Research Corporation Employees' Profit Sharing Plan · Sponsored by Valuation Research Corporation · Wisconsin · Professional & Technical Services

$67M in assets, 233 participants

Valuation Research Corporation's Valuation Research Corporation Employees' Profit Sharing Plan reported $67M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

#18,179 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Valuation Research Corporation Employees' Profit Sharing Plan covers 233 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $67M.

#18,179
in Professional & Technical Services (20,321 peers): +22.8%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

Valuation Research Corporation Employees' Profit Sharing Plan's outsized position by total assets

Valuation Research Corporation Employees' Profit Sharing Plan vs every filed plan by assets

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

$66,712,611 Top 12% higher than 88% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Valuation Research Corporation Employees' Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valuation Research Corporation Employees' Profit Sharing Plan sits mid-pack in the medium band (233 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Valuation Research Corporation Employees' Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Valuation Research Corporation Employees' Profit Sharing Plan end-of-year assets rose from $54M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Valuation Research Corporation Employees' Profit Sharing Plan reported participants rose from 199 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391214928 · Valuation Research Corporation PY 2023 · 401(k)

Valuation Research Corporation Employees' Profit Sharing Plan · $67M · 233 · 88th

IND $67M
EOY 233
5500 88th
ASSETS 401(k)
PCT near Local Initiatives Support Corporation 401(k) Plan
EIN ind #18179

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Valuation Research Corporation Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$67M
Net Income	$12M
Employer EIN	391214928
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Valuation Research Corporation)

Latest sponsor-wide plan assets: $82M 50.88801345170849% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	199	$54M
2023	1	233	$67M
2024	1	259	$82M

Nearby 401(k) Plans in Wisconsin

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

Valuation Research Corporation Employees' Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Valuation Research Corporation Employees' Profit Sharing Plan side-by-side with 3 peers →

Valuation Research Corporation Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Local Initiatives Support Corporation 401(k) Plan in NY ($67M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Local Initiatives Support Corporation 401(k) Plan (NY) $67M · 567
Amli Residential Properties 401(k) Plan (IL) $67M · 846
M. Holland Company 401(k) Profit Sharing Plan and Trust (IL) $67M · 316
Draexlmaier Automotive 401(k) Plan (SC) $67M · 1,309

Similar participant headcount

Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.

Decco, Inc. 401(k) Ps Plan (NH) 233 · 0 off
Onin Group 401(k) Plan (AL) 233 · 0 off
Newstead/Kreher Farms 401(k) Plan (NY) 233 · 0 off
Knowlton Employees' Savings Plan (TX) 233 · 0 off

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 Valuation Research Corporation Employees' Profit Sharing Plan assets move in 2023? ▼

Valuation Research Corporation Employees' Profit Sharing Plan grew sharply - up 22.8% during 2023, from $54M to $67M. Reported net income was $12M.

How have Valuation Research Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valuation Research Corporation's sponsor-wide assets grew 50.9%, from $54M to $82M.

Where does Valuation Research Corporation Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Valuation Research Corporation Employees' Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Valuation Research Corporation Employees' Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Local Initiatives Support Corporation 401(k) Plan in NY ($67M, 567 participants).

Which 401(k) plans cover a similar participant headcount to Valuation Research Corporation Employees' Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 391214928.