401(k) · DOL Form 5500 · 2024

Value Added Distributors LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
207
Participants Below avg headcount
48th
Percentile by assets National rank
$33,538
Avg per participant Low balance/head
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Official DOL plan name: Value Added Distributors, LLC 401(k) Profit Sharing Plan · Sponsored by Value Added Distributors LLC · Wisconsin · Manufacturing

$7M in assets, 207 participants

Value Added Distributors LLC's Value Added Distributors, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,703 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Value Added Distributors, LLC 401(k) Profit Sharing Plan covers 207 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#5,703
in Manufacturing (17,777 peers)
+20.9%
assets growth YoY

Value Added Distributors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Value Added Distributors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,942,349 48th percentile higher than 48% 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 Added Distributors, LLC 401(k) 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. Value Added Distributors, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Value Added Distributors, LLC 401(k) Profit Sharing Plan reported net income rose from $482K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Value Added Distributors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Value Added Distributors, LLC 401(k) Profit Sharing Plan reported participants rose from 192 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391814479 · Value Added Distributors LLC PY 2024 · 401(k)

Value Added Distributors, LLC 401(k) Profit Sharing Plan · $7M · 207 · 48th

  • VS-ST $7M
  • BOY 207
  • SCH 48th
  • EBSA 401(k)
  • PART near Matthew Marks Gallery LLC 401(k) Employee Savings and Retirement Plan
  • TYPE ind #5703

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 Manufacturing retirement plans → · Plans in Wisconsin →

Value Added Distributors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Value Added Distributors, LLC 401(k) Profit Sharing PlanValue Added Distributors, LL…$7MMatthew Marks Gallery LLC 401(k) Employee Savings and Retirement PlanMatthew Marks Gallery LLC 40…$7MTiaa-Cref Retirement Plan for Faculty/Administration - HighlandsTiaa-Cref Retirement Plan fo…$7MJim Hawk Truck Trailers, Inc. 401(k) Savings PlanJim Hawk Truck Trailers, Inc…$7MBondhus Corporation 401(k) Plan and TrustBondhus Corporation 401(k) P…$7M
End-of-year total assets ($M) among Value Added Distributors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN391814479
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Added Distributors LLC)

Sponsor-wide plan assets over time

All Value Added Distributors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.03334634835462% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.26M $6.94M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 167 $5M
2023 1 192 $6M
2024 1 207 $7M

Nearby 401(k) Plans in Wisconsin

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

Value Added Distributors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Value Added Distributors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.006942349 · Participants: 207Value Added Distributors, LLC 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Value Added Distributors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Value Added Distributors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Value Added Distributors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Matthew Marks Gallery LLC 401(k) Employee Savings and Retirement Plan in NY ($7M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Added Distributors, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Value Added Distributors, LLC 401(k) Profit Sharing Plan grew sharply - up 20.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Value Added Distributors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Added Distributors LLC's sponsor-wide assets grew 32.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Value Added Distributors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matthew Marks Gallery LLC 401(k) Employee Savings and Retirement Plan in NY ($7M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Value Added Distributors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 391814479.

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.