401(k) · DOL Form 5500 · 2024

Valmark Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
151
Participants Small participant base
76th
Percentile by assets National rank
$188,943
Avg per participant Above avg balance/head
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Official DOL plan name: Valmark Financial Group, LLC Salary Savings Plan · Sponsored by Valmark Financial Group, LLC · Ohio · Finance & Insurance

$29M in assets, 151 participants

Valmark Financial Group, LLC's Valmark Financial Group, LLC Salary Savings Plan reported $29M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,447 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Valmark Financial Group, LLC Salary Savings Plan covers 151 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#5,447
in Finance & Insurance (8,549 peers)
+22.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Valmark Financial Group, LLC Salary Savings Plan's outsized position by total assets

Valmark Financial Group, LLC Salary Savings Plan vs every filed plan by assets

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

$28,530,394 Top 24% higher than 76% 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

Valmark Financial Group, LLC Salary Savings 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. Valmark Financial Group, LLC Salary Savings Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valmark Financial Group, LLC Salary Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Valmark Financial Group, LLC Salary Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Valmark Financial Group, LLC Salary Savings Plan reported participants rose from 142 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341924302 · Valmark Financial Group, LLC PY 2024 · 401(k)

Valmark Financial Group, LLC Salary Savings Plan · $29M · 151 · 76th

  • RANK $29M
  • RANK 151
  • RANK 76th
  • RANK 401(k)
  • RANK near The Employees Retirement and Section 401(k) Plan and Trust
  • RANK ind #5447

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 Finance & Insurance retirement plans → · Plans in Ohio →

Valmark Financial Group, LLC Salary Savings Plan in the asset neighbourhood

Valmark Financial Group, LLC Salary Savings PlanValmark Financial Group, LLC…$29MThe Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$29MKiekert USA, Inc. 401(k) Plan$29MRemote Imagery Technologies Inc. Employees 401(k) Profit Sharing Plan & TrustRemote Imagery Technologies …$29MKey Food Stores Co-Operative, Inc. Employees Savings PlanKey Food Stores Co-Operative…$29M
End-of-year total assets ($M) among Valmark Financial Group, LLC Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN341924302
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valmark Financial Group, LLC)

Sponsor-wide plan assets over time

All Valmark Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 52.06739781310594% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $28.5M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 137 $19M
2023 1 142 $23M
2024 1 151 $29M

Nearby 401(k) Plans in Ohio

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

Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Valmark Financial Group, LLC Salary Savings Plan, Total assets ($B): 0.028530394 · Participants: 151Valmark Financial Group, LLC Salary Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Valmark Financial Group, LLC Salary Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Valmark Financial Group, LLC Salary Savings Plan side-by-side with 3 peers →

Valmark Financial Group, LLC Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($29M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Valmark Financial Group, LLC Salary Savings Plan assets move in 2024? ▼
Valmark Financial Group, LLC Salary Savings Plan grew sharply - up 22.8% during 2024, from $23M to $29M. Reported net income was $5M.
How have Valmark Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valmark Financial Group, LLC's sponsor-wide assets grew 52.1%, from $19M to $29M.
Where does Valmark Financial Group, LLC Salary Savings Plan rank by assets among Form 5500 filers? ▼
Valmark Financial Group, LLC Salary Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($29M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Valmark Financial Group, LLC Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 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 341924302.

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.