401(k) · DOL Form 5500 · 2023

Valu Merchandisers Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
389
Participants Below avg headcount
44th
Percentile by assets National rank
$12,494
Avg per participant Low balance/head
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Official DOL plan name: Valu Merchandisers Company Restated 41(K) Plan · Sponsored by Valu Merchandisers Company · Kansas · Wholesale Trade

$5M in assets, 389 participants

Valu Merchandisers Company's Valu Merchandisers Company Restated 41(K) Plan reported $5M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,081 in Wholesale Trade (6,309 peers)

Valu Merchandisers Company multi-year trail

Valu Merchandisers Company's plans moved -72.8% in assets from 2022 to 2024; this filing shows Valu Merchandisers Company Restated 41(K) Plan at $5M / 389 participants.

#2,081
in Wholesale Trade (6,309 peers)
-18.4%
assets change YoY

Valu Merchandisers Company Restated 41(K) Plan's mid-pack asset rank among Wholesale Trade and all filers

Valu Merchandisers Company Restated 41(K) Plan vs every filed plan by assets

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

$4,860,049 44th percentile higher than 44% 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

Valu Merchandisers Company Restated 41(K) 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. Valu Merchandisers Company Restated 41(K) Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valu Merchandisers Company Restated 41(K) Plan reported net income rose from -$977K in the plan year 2022 filing to $126K in the plan year 2023 filing.
  • Valu Merchandisers Company Restated 41(K) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Valu Merchandisers Company Restated 41(K) Plan reported participants rose from 351 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 481141124 · Valu Merchandisers Company PY 2023 · 401(k)

Valu Merchandisers Company Restated 41(K) Plan · $5M · 389 · 44th

  • EOY $5M
  • EOY 389
  • EOY 44th
  • EOY 401(k)
  • EOY near Summa Rehab Hospital Retirement Plan
  • EOY ind #2081

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 Wholesale Trade retirement plans → · Plans in Kansas →

Valu Merchandisers Company Restated 41(K) Plan in the asset neighbourhood

Valu Merchandisers Company Restated 41(K) PlanValu Merchandisers Company R…$5MSumma Rehab Hospital Retirement PlanSumma Rehab Hospital Retirem…$5MEquity 401(k) Plan$5MMid-Columbia Family Physicians, P.S. 401(k) Profit Sharing PlanMid-Columbia Family Physicia…$5MReliable Pmw 401(k) Plan$5M
End-of-year total assets ($M) among Valu Merchandisers Company Restated 41(K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Valu Merchandisers Company multi-year asset trail

Sponsor-wide plan assets over time

All Valu Merchandisers Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.82927278366027% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.95M $1.62M ▼ -72.8%
Year Plans Participants Total Assets
2022 1 351 $6M
2023 1 389 $5M
2024 1 125 $2M

Valu Merchandisers Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$126K
Employer EIN481141124
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Valu Merchandisers Company Restated 41(K) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Valu Merchandisers Company Restated 41(K) Plan, Total assets ($B): 0.004860049 · Participants: 389Valu Merchandisers Company Restated 41(K) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Valu Merchandisers Company Restated 41(K) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Valu Merchandisers Company Restated 41(K) Plan side-by-side with 3 peers →

Valu Merchandisers Company Restated 41(K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Summa Rehab Hospital Retirement Plan in OH ($5M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Valu Merchandisers Company Restated 41(K) Plan assets move in 2023? ▼
Valu Merchandisers Company Restated 41(K) Plan declined sharply - down 18.4% during 2023, from $6M to $5M. Reported net income was $126K.
How have Valu Merchandisers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valu Merchandisers Company's sponsor-wide assets declined 72.8%, from $6M to $2M.
Which 401(k) plans are similar in size to Valu Merchandisers Company Restated 41(K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summa Rehab Hospital Retirement Plan in OH ($5M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Valu Merchandisers Company Restated 41(K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M 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 481141124.

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.