401(k) · DOL Form 5500 · 2024

Product Value Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
39th
Percentile by assets National rank
$117,892
Avg per participant Below avg balance/head
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Official DOL plan name: Product Value Management, Inc. 401(k) Plan · Sponsored by Product Value Management, Inc. · Illinois · Professional & Technical Services

$4M in assets, 36 participants

Product Value Management, Inc.'s Product Value Management, Inc. 401(k) Plan reported $4M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,349 in Professional & Technical Services (20,173 peers)

Product Value Management, Inc. multi-year trail

Product Value Management, Inc.'s plans moved -22.4% in assets from 2023 to 2024; this filing shows Product Value Management, Inc. 401(k) Plan at $4M / 36 participants.

#7,349
in Professional & Technical Services (20,173 peers)
-22.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Product Value Management, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Product Value Management, Inc. 401(k) Plan vs every filed plan by assets

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

$4,244,120 39th percentile higher than 39% 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

Product Value Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Product Value Management, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Product Value Management, Inc. 401(k) Plan reported net income fell from $195K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Product Value Management, Inc. 401(k) Plan reported participants fell from 50 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Product Value Management, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832675318 · Product Value Management, Inc. PY 2024 · 401(k)

Product Value Management, Inc. 401(k) Plan · $4M · 36 · 39th

  • EBSA $4M
  • EBSA 36
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near James C. Smith Employees 401(k) & Profit Sharing Plan
  • EBSA ind #7349

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 Illinois →

Product Value Management, Inc. 401(k) Plan in the asset neighbourhood

Product Value Management, Inc. 401(k) PlanProduct Value Management, In…$4MJames C. Smith Employees 401(k) & Profit Sharing PlanJames C. Smith Employees 401…$4MF. W. Van Zile Popular Tours, Inc. 401(k) PlanF. W. Van Zile Popular Tours…$4MIntellicheck, Inc. 401(k) PlanIntellicheck, Inc. 401(k) Pl…$4MReece Construction Company 401(k) PlanReece Construction Company 4…$4M
End-of-year total assets ($M) among Product Value Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Product Value Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Product Value Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.448907993091495% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M$6M 20232024 $5.47M $4.24M ▼ -22.5%
Year Plans Participants Total Assets
2023 1 50 $5M
2024 1 36 $4M

Product Value Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN832675318
Plan Effective Date2018-11-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Product Value Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Product Value Management, Inc. 401(k) Plan, Total assets ($B): 0.00424412 · Participants: 36Product Value Management, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Product Value Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Product Value Management, Inc. 401(k) Plan side-by-side with 3 peers →

Product Value Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is James C. Smith Employees 401(k) & Profit Sharing Plan in NY ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Product Value Management, Inc. 401(k) Plan assets move in 2024? ▼
Product Value Management, Inc. 401(k) Plan declined sharply - down 22.4% during 2024, from $5M to $4M. Reported net income was -$1M.
How have Product Value Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Product Value Management, Inc.'s sponsor-wide assets declined 22.4%, from $5M to $4M.
Which 401(k) plans are similar in size to Product Value Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is James C. Smith Employees 401(k) & Profit Sharing Plan in NY ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Product Value Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 832675318.

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.