Valuation Research 401(k) match, vesting and fees
What Valuation Research's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Valuation Research: employer contribution per participant | $7,202 | |
| Peer median | $2,719 |
| Valuation Research: average balance | $299,139 | |
| Peer median | $85,424 |
| Valuation Research: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $63.3M at the end of plan year 2021 to $92.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 335 | $92.7M | $2.2M | $7,202 | 0.10% | Not published | Form 5500 ↗ |
| 2024 | 304 | $82M | $2M | $6,965 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 295 | $66.7M | $1.8M | $6,620 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 275 | $54.3M | $1.5M | $6,100 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 236 | $63.3M | $1.3M | $5,994 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Valuation Research match 401(k) contributions?
The match terms for the Valuation Research Corporation Employees' Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $2.2M in employer contributions, about $7,202 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valuation Research 401(k) match vested?
The vesting schedule for the Valuation Research Corporation Employees' Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valuation Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Oneamerica Retirement Services LLC. The plan administrator is Valuation Research Corporation.
I left Valuation Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valuation Research Corporation, (414) 221-6241) or the recordkeeper, Oneamerica Retirement Services LLC. The Valuation Research old 401(k) page lists the contacts from every plan filing. Find an old Valuation Research 401(k)
Data from the public Form 5500 annual reports Valuation Research filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Valuation Research. Not financial advice. Report a correction · Methodology