Profit Sharing · DOL Form 5500 · 2023

Value Line Inc Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
130
Participants Small participant base
74th
Percentile by assets National rank
$166,579
Avg per participant Above avg balance/head
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Official DOL plan name: Value Line, Inc. Profit Sharing and Savings Plan · Sponsored by Value Line Inc · New York · Information & Media

$22M in assets, 130 participants

Value Line Inc's Value Line, Inc. Profit Sharing and Savings Plan reported $22M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,823 in Information & Media (2,818 peers)

Coverage in New York

Value Line, Inc. Profit Sharing and Savings Plan covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $22M.

#1,823
in Information & Media (2,818 peers)
-7.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Value Line, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Value Line, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$21,655,235 Top 26% higher than 74% 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 Line, Inc. Profit Sharing and 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. Value Line, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Value Line, Inc. Profit Sharing and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Value Line, Inc. Profit Sharing and Savings Plan reported participants fell from 159 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • Value Line, Inc. Profit Sharing and Savings Plan end-of-year assets fell from $23M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133139843 · Value Line Inc PY 2023 · Profit Sharing

Value Line, Inc. Profit Sharing and Savings Plan · $22M · 130 · 74th

  • EIN $22M
  • EIN 130
  • EIN 74th
  • EIN Profit Sharing
  • EIN near Iuoe Local 965 Annuity Plan
  • EIN ind #1823

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 Information & Media retirement plans → · Plans in New York →

Value Line, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Battle Ground Academy Pension PlanBattle Ground Academy Pensio…$22MMetropolitan Nephrologists, P.C. Profit Sharing Plan and TrustMetropolitan Nephrologists, …$22MValue Line, Inc. Profit Sharing and Savings PlanValue Line, Inc. Profit Shar…$22MIuoe Local 965 Annuity Plan$22MOliver Sprinkler Co., Inc. Profit Sharing PlanOliver Sprinkler Co., Inc. P…$22M
End-of-year total assets ($M) among Value Line, Inc. Profit Sharing and Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN133139843
Plan Effective Date1951-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Line Inc)

Sponsor-wide plan assets over time

All Value Line Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 3.590992220250929% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $23.4M $22.6M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 159 $23M
2023 1 130 $22M
2024 1 116 $23M

Nearby Profit Sharing Plans in New York

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

Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Value Line, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.021655235 · Participants: 130Value Line, Inc. Profit Sharing and Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Value Line, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Value Line, Inc. Profit Sharing and Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Iuoe Local 965 Annuity Plan in IL ($22M); by covered participants it is First Florida Constructors, LLC Profit Sharing Plan in FL (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Line, Inc. Profit Sharing and Savings Plan assets move in 2023? ▼
Value Line, Inc. Profit Sharing and Savings Plan pulled back noticeably - down 7.5% during 2023, from $23M to $22M. Reported net income was -$2M.
How have Value Line Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Line Inc's sponsor-wide assets declined 3.6%, from $23M to $23M.
Which Profit Sharing plans are similar in size to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Iuoe Local 965 Annuity Plan in IL ($22M, 1,207 participants).
Which Profit Sharing plans cover a similar participant headcount to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Florida Constructors, LLC Profit Sharing Plan in FL (130 participants, $8M 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 133139843.

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.