Defined Benefit (Pension) · DOL Form 5500 · 2023

Valueworks LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$573,959
Avg per participant High balance/head
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Official DOL plan name: Valueworks LLC Pension Plan · Sponsored by Valueworks LLC · New York · Professional & Technical Services

$2M in assets, 4 participants

Valueworks LLC's Valueworks LLC Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,748 in Professional & Technical Services (20,321 peers)

Valueworks LLC multi-year trail

Valueworks LLC's plans moved -20.0% in assets from 2022 to 2024; this filing shows Valueworks LLC Pension Plan at $2M / 4 participants.

#5,748
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY

Valueworks LLC Pension Plan among the smaller filed plans by assets

Valueworks LLC Pension Plan vs every filed plan by assets

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

$2,295,837 32nd percentile higher than 32% 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

Valueworks LLC Pension 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. Valueworks LLC Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valueworks LLC Pension Plan reported net income rose from $170K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Valueworks LLC Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134193343 · Valueworks LLC PY 2023 · Defined Benefit (Pension)

Valueworks LLC Pension Plan · $2M · 4 · 32nd

  • BOOK $2M
  • BOOK 4
  • BOOK 32nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Atlanta Life Insurance Company Retirement Plan
  • BOOK ind #5748

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 New York →

Valueworks LLC Pension Plan in the asset neighbourhood

Valueworks LLC Pension Plan$2MBryan Mansour D.D.S. Defined Benefit Pension PlanBryan Mansour D.D.S. Defined…$2MAtlanta Life Insurance Company Retirement PlanAtlanta Life Insurance Compa…$2MLaw Offices of David W. Affeld, a.P.C. Defined Benefit Pension PlanLaw Offices of David W. Affe…$2MMount Joy Wire Corporation Pension PlanMount Joy Wire Corporation P…$2M
End-of-year total assets ($M) among Valueworks LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Valueworks LLC multi-year asset trail

Sponsor-wide plan assets over time

All Valueworks LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.04781703586134% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.48M $2.78M ▼ -20.1%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 8 $3M
2024 2 8 $3M

Valueworks LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$338K
Employer EIN134193343
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Valueworks LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Valueworks LLC Pension Plan, Total assets ($B): 0.002295837 · Participants: 4Valueworks LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Valueworks LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Valueworks LLC Pension Plan side-by-side with 3 peers →

Valueworks LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Atlanta Life Insurance Company Retirement Plan in GA ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Valueworks LLC Pension Plan assets move in 2023? ▼
Valueworks LLC Pension Plan grew sharply - up 17.3% during 2023, from $2M to $2M. Reported net income was $338K.
How have Valueworks LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valueworks LLC's sponsor-wide assets declined 20.0%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Valueworks LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atlanta Life Insurance Company Retirement Plan in GA ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Valueworks LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 134193343.

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.