401(k) · DOL Form 5500 · 2023

Valmark Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
142
Participants Small participant base
75th
Percentile by assets National rank
$163,639
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valmark Financial Group, LLC Salary Savings Plan · Sponsored by Valmark Financial Group, LLC · Ohio · Finance & Insurance

$23M in assets, 142 participants

Valmark Financial Group, LLC's Valmark Financial Group, LLC Salary Savings Plan reported $23M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,555 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Valmark Financial Group, LLC Salary Savings Plan covers 142 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#5,555
in Finance & Insurance (8,869 peers)
+23.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Valmark Financial Group, LLC Salary Savings Plan's outsized position by total assets

Valmark Financial Group, LLC Salary Savings Plan vs every filed plan by assets

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

$23,236,687 Top 25% higher than 75% 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

Valmark Financial Group, LLC Salary Savings 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. Valmark Financial Group, LLC Salary Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valmark Financial Group, LLC Salary Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Valmark Financial Group, LLC Salary Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Valmark Financial Group, LLC Salary Savings Plan reported participants rose from 137 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341924302 · Valmark Financial Group, LLC PY 2023 · 401(k)

Valmark Financial Group, LLC Salary Savings Plan · $23M · 142 · 75th

  • NET $23M
  • NET 142
  • NET 75th
  • NET 401(k)
  • NET near Precision Drive & Control, Inc. Retirement Savings Plan
  • NET ind #5555

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 Finance & Insurance retirement plans → · Plans in Ohio →

Valmark Financial Group, LLC Salary Savings Plan in the asset neighbourhood

Valmark Financial Group, LLC Salary Savings PlanValmark Financial Group, LLC…$23MPrecision Drive & Control, Inc. Retirement Savings PlanPrecision Drive & Control, I…$23MSyracuse Label Company, Inc. Profit Sharing PlanSyracuse Label Company, Inc.…$23MAshley Furniture Homestore 401(k) PlanAshley Furniture Homestore 4…$23MLnwm Retirement Plan$23M
End-of-year total assets ($M) among Valmark Financial Group, LLC Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN341924302
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valmark Financial Group, LLC)

Sponsor-wide plan assets over time

All Valmark Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.06739781310594% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.5M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 137 $19M
2023 1 142 $23M
2024 1 151 $29M

Nearby 401(k) Plans in Ohio

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

Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Valmark Financial Group, LLC Salary Savings Plan, Total assets ($B): 0.023236687 · Participants: 142Valmark Financial Group, LLC Salary Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Valmark Financial Group, LLC Salary Savings Plan side-by-side with 3 peers →

Valmark Financial Group, LLC Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Precision Drive & Control, Inc. Retirement Savings Plan in WI ($23M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Valmark Financial Group, LLC Salary Savings Plan assets move in 2023? ▼
Valmark Financial Group, LLC Salary Savings Plan grew sharply - up 23.9% during 2023, from $19M to $23M. Reported net income was $4M.
How have Valmark Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valmark Financial Group, LLC's sponsor-wide assets grew 52.1%, from $19M to $29M.
Where does Valmark Financial Group, LLC Salary Savings Plan rank by assets among Form 5500 filers? ▼
Valmark Financial Group, LLC Salary Savings Plan ranks in the 75th 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 Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Precision Drive & Control, Inc. Retirement Savings Plan in WI ($23M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 341924302.

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.