401(k) · DOL Form 5500 · 2023

Valueworks LLC 401(k) Plan

Data updated 2026-08-25

$813K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$203,280
Avg per participant Above avg balance/head
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Official DOL plan name: Valueworks LLC Retirement Plan · Sponsored by Valueworks LLC · New York · Professional & Technical Services

$813K in assets, 4 participants

Valueworks LLC's Valueworks LLC Retirement Plan reported $813K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,450 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 Retirement Plan at $813K / 4 participants.

#3,450
in Professional & Technical Services (20,321 peers)
-46.5%
assets change YoY

The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valueworks LLC Retirement Plan among the smaller filed plans by assets

Valueworks LLC Retirement Plan vs every filed plan by assets

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

$813,120 22nd percentile higher than 22% 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 Retirement 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 Retirement 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 Retirement Plan reported net income fell from $61K in the plan year 2022 filing to -$707K in the plan year 2023 filing.
  • Valueworks LLC Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $813K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134193343 · Valueworks LLC PY 2023 · 401(k)

Valueworks LLC Retirement Plan · $813K · 4 · 22nd

  • PHOTO $813K
  • IND 4
  • EOY 22nd
  • 5500 401(k)
  • ASSETS near The Consumer Compass Inc 401(k)
  • PCT ind #3450

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 Retirement Plan in the asset neighbourhood

Valueworks LLC Retirement PlanValueworks LLC Retirement Pl…$813KThe Consumer Compass Inc 401(k)The Consumer Compass Inc 401…$813KQuality Implement Co. Retirement Savings PlanQuality Implement Co. Retire…$813KThe Alan W. Raetz Solo 401(k) PlanThe Alan W. Raetz Solo 401(k…$813KThe Eisenberg Group, a. C. Cpas 401(k) Savings PlanThe Eisenberg Group, a. C. C…$813K
End-of-year total assets ($M) among Valueworks LLC Retirement Plan and nearest nationwide 401(k) 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)$813K
Net Income-$707K
Employer EIN134193343
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Valueworks LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Valueworks LLC Retirement Plan, Total assets ($B): 0.00081312 · Participants: 4Valueworks LLC Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Valueworks LLC Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Valueworks LLC Retirement Plan side-by-side with 3 peers →

Valueworks LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Consumer Compass Inc 401(k) in CA ($813K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($813K here).

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 Retirement Plan assets move in 2023? ▼
Valueworks LLC Retirement Plan contracted severely - down 46.5% during 2023, from $2M to $813K. Reported net income was -$707K.
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.
Where does Valueworks LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Valueworks LLC Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valueworks LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Consumer Compass Inc 401(k) in CA ($813K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Valueworks LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (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.