401(k) · DOL Form 5500 · 2024
Valuation Research Corporation 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $316,471
- Avg per participant High balance/head
Official DOL plan name: Valuation Research Corporation Employees' Profit Sharing Plan · Sponsored by Valuation Research Corporation · Wisconsin · Professional & Technical Services
$82M in assets, 259 participants
Valuation Research Corporation's Valuation Research Corporation Employees' Profit Sharing Plan reported $82M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,164 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Valuation Research Corporation Employees' Profit Sharing Plan covers 259 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $82M.
- #18,164
- in Professional & Technical Services (20,173 peers)
- +22.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Valuation Research Corporation Employees' Profit Sharing Plan's outsized position by total assets
Valuation Research Corporation Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,965,868 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Valuation Research Corporation Employees' Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valuation Research Corporation Employees' Profit Sharing Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valuation Research Corporation Employees' Profit Sharing Plan reported net income rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Valuation Research Corporation Employees' Profit Sharing Plan end-of-year assets rose from $67M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Valuation Research Corporation Employees' Profit Sharing Plan reported participants rose from 233 in the plan year 2023 filing to 259 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391214928 · Valuation Research Corporation PY 2024 · 401(k)
Valuation Research Corporation Employees' Profit Sharing Plan · $82M · 259 · 89th
- RANK $82M
- PHOTO 259
- IND 89th
- EOY 401(k)
- 5500 near Mbo Associate 401(k) Plan
- ASSETS ind #18164
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 Wisconsin →
Valuation Research Corporation Employees' Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $15M |
| Employer EIN | 391214928 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valuation Research Corporation)
Sponsor-wide plan assets over time
All Valuation Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 50.88801345170849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $54M |
| 2023 | 1 | 233 | $67M |
| 2024 | 1 | 259 | $82M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Valuation Research Corporation Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mbo Associate 401(k) Plan in VA ($82M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Mbo Associate 401(k) Plan (VA) $82M · N/A
- Ho-Chunk, Inc. 401(k) Plan (NE) $82M · 1,590
- Twin Rivers Paper Company LLC Madawaska Hourly 401(k) Plan (ME) $82M · 400
- 8th Avenue Food & Provisions, Inc. 401(k) Plan (MO) $82M · 796
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- The Tustin Group 401(k) Retirement (PA) 259 · 0 off
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) 259 · 0 off
- Kaizen Clinical Partners Retirement Plan (TX) 259 · 0 off
- Tides Advocacy 401(k) Plan (CA) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.