Plan Ledger DOL Form 5500 · updated monthly

Value Line IncProfit-sharing plan

VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.37%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Value Line Inc reported $93,108 in plan administrative expenses for 2022: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,933 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.37% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other information & media employers. By assets it is the 2,290th-largest of 5,648 plans among New York employers on file, and the 932nd of 2,199 in information & media. In 2022, the employer put in $4.91 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,350,428
Participants with balances192
Active participants130
Employer contributions$381,267
Employee contributions$77,582
Employer contribution per active participant$2,933
Average account balance$121,617
Benefits paid to participants$4,394,021
Plan auditUnmodified (clean) audit opinion
AuditorHOROWITZ & ULLMANN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 178 accts · $462K emplr
2023$21.6M · 184 accts · $416K emplr
2022$23.4M · 192 accts · $381K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,430
Investment management$43,747
Professional / advisory$44,931
Total administrative$93,108
Employer contributions to the Value Line Inc plan · 2022
Employer contribution per active participant$2,933
Median for plans this size$2,266
2024$4,121 per active participant
2023$3,714 per active participant
2022$2,933 per active participant

Value Line Inc's 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$92,778 · 0.42%
2023$84,833 · 0.38%
2022$93,108 · 0.37%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 133139843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.