401(k) · DOL Form 5500 · 2024

Valuemomentum, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
437
Participants Below avg headcount
82nd
Percentile by assets National rank
$97,415
Avg per participant Below avg balance/head
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Official DOL plan name: Valuemomentum 401(k) Plan · Sponsored by Valuemomentum, Inc. · New Jersey · Professional & Technical Services

$43M in assets, 437 participants

Valuemomentum, Inc.'s Valuemomentum 401(k) Plan reported $43M in total assets and 437 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,692 in Professional & Technical Services (20,173 peers)

Where Valuemomentum 401(k) Plan sits by assets

Valuemomentum 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 437 participants (~$97,415/participant), up 14.3% in 2024.

#16,692
in Professional & Technical Services (20,173 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valuemomentum 401(k) Plan's outsized position by total assets

Valuemomentum 401(k) Plan vs every filed plan by assets

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

$42,570,313 Top 18% higher than 82% 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

Valuemomentum 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. Valuemomentum 401(k) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valuemomentum 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Valuemomentum 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Valuemomentum 401(k) Plan reported participants fell from 451 in the plan year 2023 filing to 437 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113414179 · Valuemomentum, Inc. PY 2024 · 401(k)

Valuemomentum 401(k) Plan · $43M · 437 · 82nd

  • IND $43M
  • EOY 437
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Newcomb & Boyd Profit Sharing Plan
  • EIN ind #16692

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 New Jersey →

Valuemomentum 401(k) Plan in the asset neighbourhood

Merlino Companies Profit Sharing 401(k) PlanMerlino Companies Profit Sha…$43MValuemomentum 401(k) Plan$43MNewcomb & Boyd Profit Sharing PlanNewcomb & Boyd Profit Sharin…$43MDaxko, LLC 401(k) Retirement PlanDaxko, LLC 401(k) Retirement…$43MCenter for American Progress Retirement PlanCenter for American Progress…$43M
End-of-year total assets ($M) among Valuemomentum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN113414179
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valuemomentum, Inc.)

Sponsor-wide plan assets over time

All Valuemomentum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 63.73971292719952% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26M $42.6M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 451 $26M
2023 1 451 $37M
2024 1 437 $43M

Nearby 401(k) Plans in New Jersey

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

Valuemomentum 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Valuemomentum 401(k) Plan, Total assets ($B): 0.042570313 · Participants: 437Valuemomentum 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Valuemomentum 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Valuemomentum 401(k) Plan side-by-side with 3 peers →

Valuemomentum 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Newcomb & Boyd Profit Sharing Plan in GA ($43M); by covered participants it is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Valuemomentum 401(k) Plan assets move in 2024? ▼
Valuemomentum 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $37M to $43M. Reported net income was $5M.
How have Valuemomentum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valuemomentum, Inc.'s sponsor-wide assets grew 63.7%, from $26M to $43M.
Where does Valuemomentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Valuemomentum 401(k) Plan ranks in the 82nd 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 Valuemomentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newcomb & Boyd Profit Sharing Plan in GA ($43M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Valuemomentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants, $14M 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 113414179.

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.