Civic Intelligence

Valueworks LLC

Plan context: Valueworks LLC Pension Plan

EIN 13-4193343 • New York, NY • 30 filings • 2 plans

1 World Trade Center - 85th FloorNew York, NY 10007
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,780,609

2024 Contributions

$63,750

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,477,840$1,738,920$0200420152024YearValue
$2,780,609Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200420152024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202425$2,780,609$63,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
Valueworks LLC Pension Plan-5$1,940,818--
Valueworks LLC Retirement Plan-5$839,791$63,750$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
202324$3,108,957$46,575$11,644iApproximate average salary by contribution assumption: employee only about $291,094 at 4% or $194,063 at 6%; with 50% employer match about $194,063 at 4% or $129,375 at 6%; with 100% employer match about $145,547 at 4% or $97,031 at 6%.
Valueworks LLC Pension Plan-4$2,295,837--
Valueworks LLC Retirement Plan-4$813,120$46,575$11,644iApproximate average salary by contribution assumption: employee only about $291,094 at 4% or $194,063 at 6%; with 50% employer match about $194,063 at 4% or $129,375 at 6%; with 100% employer match about $145,547 at 4% or $97,031 at 6%.
202224$3,477,840$29,925$7,481iApproximate average salary by contribution assumption: employee only about $187,031 at 4% or $124,688 at 6%; with 50% employer match about $124,688 at 4% or $83,125 at 6%; with 100% employer match about $93,516 at 4% or $62,344 at 6%.
Valueworks LLC Pension Plan-4$1,957,589--
Valueworks LLC Retirement Plan-4$1,520,251$29,925$7,481iApproximate average salary by contribution assumption: employee only about $187,031 at 4% or $124,688 at 6%; with 50% employer match about $124,688 at 4% or $83,125 at 6%; with 100% employer match about $93,516 at 4% or $62,344 at 6%.
202124$3,247,015$24,080$6,020iApproximate average salary by contribution assumption: employee only about $150,500 at 4% or $100,333 at 6%; with 50% employer match about $100,333 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%.
Valueworks LLC Pension Plan-4$1,787,284--
Valueworks LLC Retirement Plan-4$1,459,731$24,080$6,020iApproximate average salary by contribution assumption: employee only about $150,500 at 4% or $100,333 at 6%; with 50% employer match about $100,333 at 4% or $66,889 at 6%; with 100% employer match about $75,250 at 4% or $50,167 at 6%.
202026$2,236,405$58,716$9,786iApproximate average salary by contribution assumption: employee only about $244,650 at 4% or $163,100 at 6%; with 50% employer match about $163,100 at 4% or $108,733 at 6%; with 100% employer match about $122,325 at 4% or $81,550 at 6%.
Valueworks LLC Pension Plan-5$1,320,323--
Valueworks LLC Retirement Plan-6$916,082$58,716$9,786iApproximate average salary by contribution assumption: employee only about $244,650 at 4% or $163,100 at 6%; with 50% employer match about $163,100 at 4% or $108,733 at 6%; with 100% employer match about $122,325 at 4% or $81,550 at 6%.
201926$2,061,485$58,517$9,753iApproximate average salary by contribution assumption: employee only about $243,821 at 4% or $162,547 at 6%; with 50% employer match about $162,547 at 4% or $108,365 at 6%; with 100% employer match about $121,910 at 4% or $81,274 at 6%.
Valueworks LLC Pension Plan-5$1,270,833--
Valueworks LLC Retirement Plan-6$790,652$58,517$9,753iApproximate average salary by contribution assumption: employee only about $243,821 at 4% or $162,547 at 6%; with 50% employer match about $162,547 at 4% or $108,365 at 6%; with 100% employer match about $121,910 at 4% or $81,274 at 6%.
201826$1,904,944$82,854$13,809iApproximate average salary by contribution assumption: employee only about $345,225 at 4% or $230,150 at 6%; with 50% employer match about $230,150 at 4% or $153,433 at 6%; with 100% employer match about $172,613 at 4% or $115,075 at 6%.
Valueworks LLC Pension Plan-6$1,273,039--
Valueworks LLC Retirement Plan-6$631,905$82,854$13,809iApproximate average salary by contribution assumption: employee only about $345,225 at 4% or $230,150 at 6%; with 50% employer match about $230,150 at 4% or $153,433 at 6%; with 100% employer match about $172,613 at 4% or $115,075 at 6%.
201727$1,653,988$74,343$10,620iApproximate average salary by contribution assumption: employee only about $265,511 at 4% or $177,007 at 6%; with 50% employer match about $177,007 at 4% or $118,005 at 6%; with 100% employer match about $132,755 at 4% or $88,504 at 6%.
Valueworks LLC Pension Plan-6$1,142,881--
Valueworks LLC Retirement Plan-7$511,107$74,343$10,620iApproximate average salary by contribution assumption: employee only about $265,511 at 4% or $177,007 at 6%; with 50% employer match about $177,007 at 4% or $118,005 at 6%; with 100% employer match about $132,755 at 4% or $88,504 at 6%.
201628$1,366,358$71,647$8,956iApproximate average salary by contribution assumption: employee only about $223,897 at 4% or $149,265 at 6%; with 50% employer match about $149,265 at 4% or $99,510 at 6%; with 100% employer match about $111,948 at 4% or $74,632 at 6%.
Valueworks LLC Pension Plan-8$1,037,796--
Valueworks LLC Retirement Plan-8$328,562$71,647$8,956iApproximate average salary by contribution assumption: employee only about $223,897 at 4% or $149,265 at 6%; with 50% employer match about $149,265 at 4% or $99,510 at 6%; with 100% employer match about $111,948 at 4% or $74,632 at 6%.
201527$862,387$86,863$12,409iApproximate average salary by contribution assumption: employee only about $310,225 at 4% or $206,817 at 6%; with 50% employer match about $206,817 at 4% or $137,878 at 6%; with 100% employer match about $155,113 at 4% or $103,408 at 6%.
Valueworks LLC Pension Plan-7$709,168--
Valueworks LLC Retirement Plan-7$153,219$86,863$12,409iApproximate average salary by contribution assumption: employee only about $310,225 at 4% or $206,817 at 6%; with 50% employer match about $206,817 at 4% or $137,878 at 6%; with 100% employer match about $155,113 at 4% or $103,408 at 6%.
201426$1,012,319$66,348$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
Valueworks LLC Pension Plan-6$945,971--
Valueworks LLC Retirement Plan-6$66,348$66,348$11,058iApproximate average salary by contribution assumption: employee only about $276,450 at 4% or $184,300 at 6%; with 50% employer match about $184,300 at 4% or $122,867 at 6%; with 100% employer match about $138,225 at 4% or $92,150 at 6%.
201316$960,580$0-
Valueworks LLC Pension Plan-6$960,580--
201216$625,084$0-
Valueworks LLC Pension Plan-6$625,084--
201116$533,488$0-
Valueworks LLC Pension Plan-6$533,488--
201016$544,655$0-
Valueworks LLC Pension Plan-6$544,655--
200915$519,589$0-
Valueworks LLC Pension Plan-5$519,589--
200616$482,406$150,417$25,070iApproximate average salary by contribution assumption: employee only about $626,738 at 4% or $417,825 at 6%; with 50% employer match about $417,825 at 4% or $278,550 at 6%; with 100% employer match about $313,369 at 4% or $208,913 at 6%.
Valueworks LLC Pension Plan-6$482,406$150,417$25,070iApproximate average salary by contribution assumption: employee only about $626,738 at 4% or $417,825 at 6%; with 50% employer match about $417,825 at 4% or $278,550 at 6%; with 100% employer match about $313,369 at 4% or $208,913 at 6%.
200514$219,178$136,894$34,224iApproximate average salary by contribution assumption: employee only about $855,588 at 4% or $570,392 at 6%; with 50% employer match about $570,392 at 4% or $380,261 at 6%; with 100% employer match about $427,794 at 4% or $285,196 at 6%.
Valueworks LLC Pension Plan-4$219,178$136,894$34,224iApproximate average salary by contribution assumption: employee only about $855,588 at 4% or $570,392 at 6%; with 50% employer match about $570,392 at 4% or $380,261 at 6%; with 100% employer match about $427,794 at 4% or $285,196 at 6%.
200414$107,235$107,235$26,809iApproximate average salary by contribution assumption: employee only about $670,219 at 4% or $446,813 at 6%; with 50% employer match about $446,813 at 4% or $297,875 at 6%; with 100% employer match about $335,109 at 4% or $223,406 at 6%.
Valueworks LLC Pension Plan-4$107,235$107,235$26,809iApproximate average salary by contribution assumption: employee only about $670,219 at 4% or $446,813 at 6%; with 50% employer match about $446,813 at 4% or $297,875 at 6%; with 100% employer match about $335,109 at 4% or $223,406 at 6%.