Defined Benefit (Pension) · DOL Form 5500 · 2024

Valueworks LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$485,205
Avg per participant High balance/head
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Official DOL plan name: Valueworks LLC Pension Plan · Sponsored by Valueworks LLC · New York · Professional & Technical Services

$2M in assets, 4 participants

Valueworks LLC's Valueworks LLC Pension Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,009 in Professional & Technical Services (20,173 peers)

Valueworks LLC multi-year trail

Valueworks LLC's plans moved -20.0% in assets from 2022 to 2024; this filing shows Valueworks LLC Pension Plan at $2M / 4 participants.

#5,009
in Professional & Technical Services (20,173 peers)
-15.5%
assets change YoY

The plan reported a net loss of $355K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valueworks LLC Pension Plan among the smaller filed plans by assets

Valueworks LLC Pension Plan vs every filed plan by assets

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

$1,940,818 29th percentile higher than 29% 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

Valueworks LLC Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valueworks LLC Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valueworks LLC Pension Plan reported net income fell from $338K in the plan year 2023 filing to -$355K in the plan year 2024 filing.
  • Valueworks LLC Pension Plan end-of-year assets fell from $2M 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 134193343 · Valueworks LLC PY 2024 · Defined Benefit (Pension)

Valueworks LLC Pension Plan · $2M · 4 · 29th

  • EIN $2M
  • RANK 4
  • PHOTO 29th
  • IND Defined Benefit (Pension)
  • EOY near Chicago Medical Society Pension Plan
  • 5500 ind #5009

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 New York →

Valueworks LLC Pension Plan in the asset neighbourhood

Robert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MValueworks LLC Pension Plan$2MChicago Medical Society Pension PlanChicago Medical Society Pens…$2MMeghal V. Parikh, Md Inc. Defined Benefit Pension PlanMeghal V. Parikh, Md Inc. De…$2MDana Niguel Internal Medicine Defined Benefit Pension PlanDana Niguel Internal Medicin…$2M
End-of-year total assets ($M) among Valueworks LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Valueworks LLC multi-year asset trail

Sponsor-wide plan assets over time

All Valueworks LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.04781703586134% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.48M $2.78M ▼ -20.1%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 8 $3M
2024 2 8 $3M

Valueworks LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$355K
Employer EIN134193343
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Valueworks LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Valueworks LLC Pension Plan, Total assets ($B): 0.001940818 · Participants: 4Valueworks LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Valueworks LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Valueworks LLC Pension Plan side-by-side with 3 peers →

Valueworks LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Chicago Medical Society Pension Plan in IL ($2M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Valueworks LLC Pension Plan assets move in 2024? ▼
Valueworks LLC Pension Plan declined sharply - down 15.5% during 2024, from $2M to $2M. Reported net income was -$355K.
How have Valueworks LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valueworks LLC's sponsor-wide assets declined 20.0%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Valueworks LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chicago Medical Society Pension Plan in IL ($2M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Valueworks LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 134193343.

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.