Profit Sharing · DOL Form 5500 · 2024

Value Line Inc Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
116
Participants Small participant base
73rd
Percentile by assets National rank
$194,548
Avg per participant Above avg balance/head
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Official DOL plan name: Value Line, Inc. Profit Sharing and Savings Plan · Sponsored by Value Line Inc · New York · Information & Media

$23M in assets, 116 participants

Value Line Inc's Value Line, Inc. Profit Sharing and Savings Plan reported $23M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,775 in Information & Media (2,822 peers)

Coverage in New York

Value Line, Inc. Profit Sharing and Savings Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $23M.

#1,775
in Information & Media (2,822 peers)
+4.2%
assets growth YoY

Value Line, Inc. Profit Sharing and Savings Plan's outsized position by total assets

Value Line, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$22,567,623 Top 27% higher than 73% 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 Line, Inc. Profit Sharing and 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. Value Line, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Value Line, Inc. Profit Sharing and Savings Plan reported net income rose from -$2M in the plan year 2023 filing to $917K in the plan year 2024 filing.
  • Value Line, Inc. Profit Sharing and Savings Plan reported participants fell from 130 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • Value Line, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133139843 · Value Line Inc PY 2024 · Profit Sharing

Value Line, Inc. Profit Sharing and Savings Plan · $23M · 116 · 73rd

  • EOY $23M
  • 5500 116
  • ASSETS 73rd
  • PCT Profit Sharing
  • EIN near Nachri Defined Contribution Plan
  • RANK ind #1775

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 Information & Media retirement plans → · Plans in New York →

Value Line, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Pathways Home Health and Hospice 403(b) PlanPathways Home Health and Hos…$23MDutch Gold Honey, Inc. Profit Sharing PlanDutch Gold Honey, Inc. Profi…$23MNachri Defined Contribution PlanNachri Defined Contribution …$23MValue Line, Inc. Profit Sharing and Savings PlanValue Line, Inc. Profit Shar…$23MHlp B Plan$22M
End-of-year total assets ($M) among Value Line, Inc. Profit Sharing and Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$917K
Employer EIN133139843
Plan Effective Date1951-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Value Line Inc)

Sponsor-wide plan assets over time

All Value Line Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 3.590992220250929% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $23.4M $22.6M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 159 $23M
2023 1 130 $22M
2024 1 116 $23M

Nearby Profit Sharing Plans in New York

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

Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Value Line, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.022567623 · Participants: 116Value Line, Inc. Profit Sharing and Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Value Line, Inc. Profit Sharing and Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Value Line, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Value Line, Inc. Profit Sharing and Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Nachri Defined Contribution Plan in KS ($23M); by covered participants it is H & T Medicals, Incorporated Retirement Plan in RI (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Line, Inc. Profit Sharing and Savings Plan assets move in 2024? ▼
Value Line, Inc. Profit Sharing and Savings Plan edged up modestly - up 4.2% during 2024, from $22M to $23M. Reported net income was $917K.
How have Value Line Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Value Line Inc's sponsor-wide assets declined 3.6%, from $23M to $23M.
Which Profit Sharing plans are similar in size to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nachri Defined Contribution Plan in KS ($23M, 126 participants).
Which Profit Sharing plans cover a similar participant headcount to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is H & T Medicals, Incorporated Retirement Plan in RI (116 participants, $1M 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 133139843.

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.