ESOP · DOL Form 5500 · 2024

Value Added Solutions, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
117
Participants Small participant base
36th
Percentile by assets National rank
$30,547
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Value Added Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Value Added Solutions, Inc. · South Carolina · Administrative & Support Services

$4M in assets, 117 participants

Value Added Solutions, Inc.'s Value Added Solutions, Inc. Employee Stock Ownership Plan reported $4M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,611 in Administrative & Support Services (4,368 peers)

Coverage in South Carolina

Value Added Solutions, Inc. Employee Stock Ownership Plan covers 117 participants in South Carolina, about 32% of the average South Carolina filer (state average ~369 per filing). Assets: $4M.

#2,611
in Administrative & Support Services (4,368 peers)
+0.0%
assets growth YoY

Value Added Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Value Added Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,574,000 36th percentile higher than 36% 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 Solutions, Inc. Employee Stock Ownership 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 Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Value Added Solutions, Inc. Employee Stock Ownership Plan reported net income rose from -$749K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Value Added Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 201 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203912625 · Value Added Solutions, Inc. PY 2024 · ESOP

Value Added Solutions, Inc. Employee Stock Ownership Plan · $4M · 117 · 36th

  • BOY $4M
  • SCH 117
  • EBSA 36th
  • PART ESOP
  • TYPE near Leanin' Tree Employee Stock Ownership Plan
  • NET ind #2611

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 What is an ESOP? → · Plans in South Carolina →

Value Added Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Steadyrain Employee Stock Ownership PlanSteadyrain Employee Stock Ow…$4MValue Added Solutions, Inc. Employee Stock Ownership PlanValue Added Solutions, Inc. …$4MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$4MWillington Nameplate, Inc. Employee Stock Ownership PlanWillington Nameplate, Inc. E…$4MGrady Brothers, Inc. Employee Stock Ownership PlanGrady Brothers, Inc. Employe…$4M
End-of-year total assets ($M) among Value Added Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$8M
Net Income$1M
Employer EIN203912625
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Added Solutions, Inc.)

Sponsor-wide plan assets over time

All Value Added Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.40190135905312% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $18.2M $14.3M ▼ -21.4%
Year Plans Participants Total Assets
2022 2 452 $18M
2023 2 504 $15M
2024 2 325 $14M

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Value Added Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 051015202530 Total assets ($M) Participants Value Added Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.574 · Participants: 117Value Added Solutions, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Value Added Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Value Added Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Value Added Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($4M); by covered participants it is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Solutions, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Value Added Solutions, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $4M to $4M. Reported net income was $1M.
How have Value Added Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Added Solutions, Inc.'s sponsor-wide assets declined 21.4%, from $18M to $14M.
Which ESOP plans are similar in size to Value Added Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Leanin' Tree Employee Stock Ownership Plan in CO ($4M, 130 participants).
Which ESOP plans cover a similar participant headcount to Value Added Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants, $13M 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 203912625.

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.