401(k) · DOL Form 5500 · 2024

Value Management Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
29
Participants Small participant base
56th
Percentile by assets National rank
$344,078
Avg per participant High balance/head
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Official DOL plan name: Value Management Strategies, Inc. 401(k) Plan · Sponsored by Value Management Strategies, Inc. · Texas · Other Services

$10M in assets, 29 participants

Value Management Strategies, Inc.'s Value Management Strategies, Inc. 401(k) Plan reported $10M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,747 in Other Services (7,719 peers)

Value Management Strategies, Inc. multi-year trail

Value Management Strategies, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Value Management Strategies, Inc. 401(k) Plan at $10M / 29 participants.

#5,747
in Other Services (7,719 peers)
+17.8%
assets growth YoY

Value Management Strategies, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Value Management Strategies, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,978,260 Top 44% higher than 56% of 123,620 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 2024

Value Management Strategies, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Value Management Strategies, Inc. 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Value Management Strategies, Inc. 401(k) Plan reported net income rose from $847K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Value Management Strategies, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Value Management Strategies, Inc. 401(k) Plan reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330437168 · Value Management Strategies, Inc. PY 2024 · 401(k)

Value Management Strategies, Inc. 401(k) Plan · $10M · 29 · 56th

  • EBSA $10M
  • EBSA 29
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Pride Star Ems. 401(k) Plan
  • EBSA ind #5747

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 Other Services retirement plans → · Plans in Texas →

Value Management Strategies, Inc. 401(k) Plan in the asset neighbourhood

Value Management Strategies, Inc. 401(k) PlanValue Management Strategies,…$10MPride Star Ems. 401(k) Plan$10MSherwood Chevrolet, Inc./Horlacher & Sherwood Inc. 401(k) Ps PlanSherwood Chevrolet, Inc./Hor…$10MNeocis 401(k) Plan$10MNational Center for Construction Education Research Retirement & Savings PlanNational Center for Construc…$10M
End-of-year total assets ($M) among Value Management Strategies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Value Management Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Value Management Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.851477607512972% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.63M $9.98M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 34 $8M
2023 1 28 $8M
2024 1 29 $10M

Value Management Strategies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN330437168
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Value Management Strategies, Inc. 401(k) Plan, Total assets ($B): 0.00997826 · Participants: 29Value Management Strategies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Value Management Strategies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Value Management Strategies, Inc. 401(k) Plan side-by-side with 3 peers →

Value Management Strategies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pride Star Ems. 401(k) Plan in MA ($10M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Value Management Strategies, Inc. 401(k) Plan assets move in 2024? ▼
Value Management Strategies, Inc. 401(k) Plan grew sharply - up 17.8% during 2024, from $8M to $10M. Reported net income was $2M.
How have Value Management Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Management Strategies, Inc.'s sponsor-wide assets grew 30.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pride Star Ems. 401(k) Plan in MA ($10M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Value Management Strategies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330437168.

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.