Value Line retirement plan: assets, participants and fees
What Value Line's retirement plan 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 | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Horowitz & Ullmann, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Value Line: employer contribution per participant | $2,593 | |
| Peer median | $2,188 |
| Value Line: average balance | $126,436 | |
| Peer median | $63,883 |
| Value Line: admin expenses ÷ assets | 0.42% | |
| 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 $27M at the end of plan year 2021 to $22.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 183 | $22.5M | $462K | $2,593 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 193 | $21.6M | $416K | $2,261 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 201 | $23.4M | $381K | $1,986 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 211 | $27M | $568K | $2,718 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does Value Line match 401(k) contributions?
The match terms for the Value Line, Inc. Profit Sharing and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $462K in employer contributions, about $2,593 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Value Line 401(k) match vested?
The vesting schedule for the Value Line, Inc. Profit Sharing and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Value Line 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Value Line Inc.
I left Value Line. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Value Line Inc, (212) 907-1500) or the recordkeeper, Empower Life & Annuity Insurance. The Value Line old 401(k) page lists the contacts from every plan filing. Find an old Value Line 401(k)
Data from the public Form 5500 annual reports Value Line filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Value Line. Not financial advice. Report a correction · Methodology