ESOP · DOL Form 5500 · 2023

Value Added Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
201
Participants Below avg headcount
38th
Percentile by assets National rank
$17,781
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Value Added Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Value Added Solutions, Inc. · South Carolina · Administrative & Support Services

$4M in assets, 201 participants

Value Added Solutions, Inc.'s Value Added Solutions, Inc. Employee Stock Ownership Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,706 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Value Added Solutions, Inc. Employee Stock Ownership Plan ranks #2,706 of 4,372 2023 filers by assets (807% of the sector average)-$4M for 201 participants.

#2,706
in Administrative & Support Services (4,372 peers)
-43.5%
assets change YoY

The plan reported a net loss of $749K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Value Added Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Value Added Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,574,000 38th percentile higher than 38% 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 Added Solutions, Inc. Employee Stock Ownership 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. Value Added Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Value Added Solutions, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to -$749K in the plan year 2023 filing.
  • Value Added Solutions, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Value Added Solutions, Inc. Employee Stock Ownership Plan reported participants rose from 168 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203912625 · Value Added Solutions, Inc. PY 2023 · ESOP

Value Added Solutions, Inc. Employee Stock Ownership Plan · $4M · 201 · 38th

  • ASSETS $4M
  • PCT 201
  • EIN 38th
  • RANK ESOP
  • PHOTO near Mediu, Inc. Employee Stock Ownership Plan
  • IND ind #2706

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 What is an ESOP? → · Plans in South Carolina →

Value Added Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mediu, Inc. Employee Stock Ownership PlanMediu, Inc. Employee Stock O…$4MKafl, Inc. Employee Stock Ownership PlanKafl, Inc. Employee Stock Ow…$4MWarwick Plumbing and Heating Corporation Employee Stock Ownership PlanWarwick Plumbing and Heating…$4MValue Added Solutions, Inc. Employee Stock Ownership PlanValue Added Solutions, Inc. …$4MOrigin Design Employee Stock Ownership PlanOrigin Design Employee Stock…$4M
End-of-year total assets ($M) among Value Added Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$9M
Net Income-$749K
Employer EIN203912625
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Added Solutions, Inc.)

Sponsor-wide plan assets over time

All Value Added Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.40190135905312% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.2M $14.3M ▼ -21.4%
Year Plans Participants Total Assets
2022 2 452 $18M
2023 2 504 $15M
2024 2 325 $14M

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Value Added Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Value Added Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.574 · Participants: 201Value Added Solutions, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Value Added Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Value Added Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Value Added Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Mediu, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Value Added Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Value Added Solutions, Inc. Employee Stock Ownership Plan contracted severely - down 43.5% during 2023, from $6M to $4M. Reported net income was -$749K.
How have Value Added Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Added Solutions, Inc.'s sponsor-wide assets declined 21.4%, from $18M to $14M.
Which ESOP plans are similar in size to Value Added Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mediu, Inc. Employee Stock Ownership Plan in OH ($4M, 19 participants).
Which ESOP plans cover a similar participant headcount to Value Added Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants, $73M 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 203912625.

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.