401(k) · DOL Form 5500 · 2024

Value, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
15
Participants Small participant base
42nd
Percentile by assets National rank
$343,319
Avg per participant High balance/head
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Official DOL plan name: Value, Inc. Retirement Plan and Trust · Sponsored by Value, Inc. · Texas · Professional & Technical Services

$5M in assets, 15 participants

Value, Inc.'s Value, Inc. Retirement Plan and Trust reported $5M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,079 in Professional & Technical Services (20,173 peers)

Value, Inc. multi-year trail

Value, Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Value, Inc. Retirement Plan and Trust at $5M / 15 participants.

#8,079
in Professional & Technical Services (20,173 peers)
+21.3%
assets growth YoY

Value, Inc. Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Value, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$5,149,783 42nd percentile higher than 42% 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, Inc. Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Value, Inc. Retirement Plan and Trust is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Value, Inc. Retirement Plan and Trust reported net income rose from $423K in the plan year 2023 filing to $904K in the plan year 2024 filing.
  • Value, Inc. Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Value, Inc. Retirement Plan and Trust reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752882807 · Value, Inc. PY 2024 · 401(k)

Value, Inc. Retirement Plan and Trust · $5M · 15 · 42nd

  • EIN $5M
  • RANK 15
  • PHOTO 42nd
  • IND 401(k)
  • EOY near Club 59, Inc. 401(k) Profit Sharing Plan & Trust
  • 5500 ind #8079

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 Texas →

Value, Inc. Retirement Plan and Trust in the asset neighbourhood

Value, Inc. Retirement Plan and TrustValue, Inc. Retirement Plan …$5MClub 59, Inc. 401(k) Profit Sharing Plan & TrustClub 59, Inc. 401(k) Profit …$5MInternal Medicine & Pediatrics of Cullman, PC 401(k) Profit Sharing PlanInternal Medicine & Pediatri…$5MBethany Medical Center 401(k) PlanBethany Medical Center 401(k…$5MRose Medical 401(k) Plan and TrustRose Medical 401(k) Plan and…$5M
End-of-year total assets ($M) among Value, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Value, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Value, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.72632268235453% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.82M $5.15M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 14 $4M
2024 1 15 $5M

Value, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$904K
Employer EIN752882807
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Value, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Value, Inc. Retirement Plan and Trust, Total assets ($B): 0.005149783 · Participants: 15Value, Inc. Retirement Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Value, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Value, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Value, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Club 59, Inc. 401(k) Profit Sharing Plan & Trust in MA ($5M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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, Inc. Retirement Plan and Trust assets move in 2024? ▼
Value, Inc. Retirement Plan and Trust grew sharply - up 21.3% during 2024, from $4M to $5M. Reported net income was $904K.
How have Value, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value, Inc.'s sponsor-wide assets grew 34.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Value, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Club 59, Inc. 401(k) Profit Sharing Plan & Trust in MA ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Value, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 752882807.

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.