401(k) · DOL Form 5500 · 2024

Valu Merchandisers Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
125
Participants Small participant base
27th
Percentile by assets National rank
$12,938
Avg per participant Low balance/head
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Official DOL plan name: Valu Merchandisers Company Restated 41(K) Plan · Sponsored by Valu Merchandisers Company · Kansas · Wholesale Trade

$2M in assets, 125 participants

Valu Merchandisers Company's Valu Merchandisers Company Restated 41(K) Plan reported $2M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #993 in Wholesale Trade (6,080 peers)

Coverage in Kansas

Valu Merchandisers Company Restated 41(K) Plan covers 125 participants in Kansas, about 35% of the average Kansas filer (state average ~360 per filing). Assets: $2M.

#993
in Wholesale Trade (6,080 peers)
-66.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valu Merchandisers Company Restated 41(K) Plan among the smaller filed plans by assets

Valu Merchandisers Company Restated 41(K) Plan vs every filed plan by assets

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

$1,617,287 27th percentile higher than 27% 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

Valu Merchandisers Company Restated 41(K) 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. Valu Merchandisers Company Restated 41(K) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valu Merchandisers Company Restated 41(K) Plan reported net income fell from $126K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Valu Merchandisers Company Restated 41(K) Plan reported participants fell from 389 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Valu Merchandisers Company Restated 41(K) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 481141124 · Valu Merchandisers Company PY 2024 · 401(k)

Valu Merchandisers Company Restated 41(K) Plan · $2M · 125 · 27th

  • EOY $2M
  • 5500 125
  • ASSETS 27th
  • PCT 401(k)
  • EIN near Jomar Bulk Carriers, Inc. 401(k) Plan
  • RANK ind #993

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 Wholesale Trade retirement plans → · Plans in Kansas →

Valu Merchandisers Company Restated 41(K) Plan in the asset neighbourhood

Valu Merchandisers Company Restated 41(K) PlanValu Merchandisers Company R…$2MJomar Bulk Carriers, Inc. 401(k) PlanJomar Bulk Carriers, Inc. 40…$2MCulp Construction Company 401(k) Profit Sharing PlanCulp Construction Company 40…$2MResnick Vergos LLC 401(k) Profit Sharing Plan & TrustResnick Vergos LLC 401(k) Pr…$2MEngelhart, Inc. Profit Sharing PlanEngelhart, Inc. Profit Shari…$2M
End-of-year total assets ($M) among Valu Merchandisers Company Restated 41(K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN481141124
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valu Merchandisers Company)

Sponsor-wide plan assets over time

All Valu Merchandisers Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.82927278366027% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.95M $1.62M ▼ -72.8%
Year Plans Participants Total Assets
2022 1 351 $6M
2023 1 389 $5M
2024 1 125 $2M

Nearby 401(k) Plans in Kansas

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

Valu Merchandisers Company Restated 41(K) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Valu Merchandisers Company Restated 41(K) Plan, Total assets ($B): 0.001617287 · Participants: 125Valu Merchandisers Company Restated 41(K) PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Valu Merchandisers Company Restated 41(K) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Valu Merchandisers Company Restated 41(K) Plan side-by-side with 3 peers →

Valu Merchandisers Company Restated 41(K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Jomar Bulk Carriers, Inc. 401(k) Plan in NJ ($2M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Valu Merchandisers Company Restated 41(K) Plan assets move in 2024? ▼
Valu Merchandisers Company Restated 41(K) Plan contracted severely - down 66.7% during 2024, from $5M to $2M. Reported net income was -$3M.
How have Valu Merchandisers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valu Merchandisers Company's sponsor-wide assets declined 72.8%, from $6M to $2M.
Which 401(k) plans are similar in size to Valu Merchandisers Company Restated 41(K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jomar Bulk Carriers, Inc. 401(k) Plan in NJ ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Valu Merchandisers Company Restated 41(K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 481141124.

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.