401(k) · DOL Form 5500 · 2024
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $67,255
- Avg per participant Below avg balance/head
Official DOL plan name: Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan · Sponsored by Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South · Georgia · Other Services
$11M in assets, 161 participants
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South's Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan reported $11M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,851 in Other Services (7,719 peers)
Coverage in Georgia
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan covers 161 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.
- #5,851
- in Other Services (7,719 peers)
- +16.3%
- assets growth YoY
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan's mid-pack asset rank among Other Services and all filers
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,828,135 Top 43% higher than 57% 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
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(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. Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 161 in the plan year 2024 filing.
- Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 233067343 · Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South PY 2024 · 401(k)
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan · $11M · 161 · 57th
- RANK $11M
- PHOTO 161
- IND 57th
- EOY 401(k)
- 5500 near Central Florida Health Care, Inc. 401(k) Plan
- ASSETS ind #5851
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 Georgia →
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 233067343 |
| Plan Effective Date | 2001-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South)
Sponsor-wide plan assets over time
All Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck - South plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.007204885506304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $8M |
| 2023 | 1 | 138 | $9M |
| 2024 | 1 | 161 | $11M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Valve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Central Florida Health Care, Inc. 401(k) Plan in FL ($11M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Central Florida Health Care, Inc. 401(k) Plan (FL) $11M · 425
- Mpb 401(k) Plan (CA) $11M · 471
- Vuori 401(k) Plan (CA) $11M · 1,225
- T.C.T. 401(k) Profit Sharing Plan (WA) $11M · 228
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.