Plan5500

Valuation Research Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Valuation Research Corporation (EIN 39-1214928) is a plan sponsor located in Milwaukee, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1214928
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.7MSummed across loaded plans$66,712,611
Total reported assets$66.7M$66,712,611
Total reported participants501
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66.7M total assets
Net assets$66.7MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$3.9M
Total income / additions$16.1M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$12.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Valuation Research Corporation Employees' Profit Sharing Plan
Participants per plan251Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Valuation Research Corporation Employees' Profit Sharing Plan$66.7M
    Plan #001 · 275 participants · 2023
  2. 2
    Valuation Research Corporation Welfare Benefit Plannot reported in the loaded dataset
    Plan #504 · 226 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Valuation Research Corporation
YearPlanParticipantsSchedulesFiling
2023Valuation Research Corporation Welfare Benefit Plan226—20240702142006NAL0005722785001
2023Valuation Research Corporation Employees' Profit Sharing Plan275H, C20240726142602NAL0015619569001

Related Form 5500 pages