Profit Sharing · DOL Form 5500 · 2023

Value Line Inc Profit Sharing Plan

Data updated 2026-08-11

$22M
Total assets
130
Participants
74th
Percentile by assets
$166,579
Avg per participant
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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.

  • 74th percentile by assets (of 127,072 plans)
  • #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.

$22M
total plan assets (2023 EOY)
130
covered participants
74th
percentile by assets (of 127,072 plans)
$166,579
avg assets per participant

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.

Where Value Line, Inc. Profit Sharing and Savings Plan sits 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 $2,010,000,000 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

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 →

State
New York
Industry
Information & Media

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Value Line, Inc. Profit Sharing and Savings Plan reports 130 participants - about 16% of that state average ($22M EOY assets).

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)

$21M$22M$23M$24M 202220232024 $23.4M $22.6M ▼ -3.6%
Total plan assets by year, all Value Line Inc plans on file
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 ($B) Participants Value Line, Inc. Pro…, Total assets ($B): 0.021655235 · Participants: 130Value Line, Inc. Pro…Annuity Plan of the …, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders Distri…
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 Savi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Value Line, Inc. Profit Sharing and Savings Plan by total assets, not by location.

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).

Next read for Value Line, Inc. Profit Sharing and Savi…

Filing takeaways

Ways to act on Value Line, Inc. Profit Sharing and Savings Plan's numbers.

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.