Profit Sharing · DOL Form 5500 · 2024
Value Line Inc Profit Sharing Plan
Data updated 2026-08-06
- $23M
- Total assets
- 116
- Participants
- 73rd
- Percentile by assets
- $194,548
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
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 ~795 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 116
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $194,548
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Value Line, Inc. Profit Sharing and Savings Plan reports 116 participants - about 15% of that state average ($23M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $917K |
| Employer EIN | 133139843 |
| Plan Effective Date | 1951-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Value Line Inc)
| 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
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Value Line, Inc. Profit Sharing and Savings Plan by total assets, not by location.
- Nachri Defined Contribution Plan (KS) $23M · 126
- Hlp B Plan (OH) $22M · 167
- Pathways Home Health and Hospice 403(b) Plan (CA) $23M · 153
- North Platte Physical Therapy Services, Inc. Profit Sharing Plan (WY) $23M · 108
Frequently Asked Questions
How did Value Line, Inc. Profit Sharing and Savings Plan assets move in 2024? ▼
How have Value Line Inc plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Value Line, Inc. Profit Sharing and Savings Plan? ▼
Next read for Value Line, Inc. Profit Sharing and Savi…
Filing takeaways
Ways to act on Value Line, Inc. Profit Sharing and Savings Plan's numbers.
- By total assets, Value Line, Inc. Profit Sharing and Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Value Line Inc's sponsor-wide assets have declined 3.6% since 2022 across 3 plan years on file. More Information & Media plans
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.