Value Management Inc.
Plan context: Value Management Inc. 401(K) Profit Sharing Plan
EIN 23-2639318 • Jamison, PA • 35 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$8,026,860
2025 Contributions
$322,662
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $8,026,860 | $322,662 | $23,047iApproximate average salary by contribution assumption: employee only about $576,182 at 4% or $384,121 at 6%; with 50% employer match about $384,121 at 4% or $256,081 at 6%; with 100% employer match about $288,091 at 4% or $192,061 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 14 | $8,026,860 | $322,662 | $23,047iApproximate average salary by contribution assumption: employee only about $576,182 at 4% or $384,121 at 6%; with 50% employer match about $384,121 at 4% or $256,081 at 6%; with 100% employer match about $288,091 at 4% or $192,061 at 6%. |
| 2024 | 2 | 13 | $10,214,051 | $483,951 | $37,227iApproximate average salary by contribution assumption: employee only about $930,675 at 4% or $620,450 at 6%; with 50% employer match about $620,450 at 4% or $413,633 at 6%; with 100% employer match about $465,338 at 4% or $310,225 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 11 | $6,812,848 | $323,789 | $29,435iApproximate average salary by contribution assumption: employee only about $735,884 at 4% or $490,589 at 6%; with 50% employer match about $490,589 at 4% or $327,060 at 6%; with 100% employer match about $367,942 at 4% or $245,295 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 13 | $3,401,203 | $160,162 | $12,320iApproximate average salary by contribution assumption: employee only about $308,004 at 4% or $205,336 at 6%; with 50% employer match about $205,336 at 4% or $136,891 at 6%; with 100% employer match about $154,002 at 4% or $102,668 at 6%. |
| 2023 | 2 | 12 | $8,940,363 | $697,611 | $58,134iApproximate average salary by contribution assumption: employee only about $1,453,356 at 4% or $968,904 at 6%; with 50% employer match about $968,904 at 4% or $645,936 at 6%; with 100% employer match about $726,678 at 4% or $484,452 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 12 | $5,869,149 | $272,611 | $22,718iApproximate average salary by contribution assumption: employee only about $567,940 at 4% or $378,626 at 6%; with 50% employer match about $378,626 at 4% or $252,418 at 6%; with 100% employer match about $283,970 at 4% or $189,313 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 11 | $3,071,214 | $425,000 | $38,636iApproximate average salary by contribution assumption: employee only about $965,909 at 4% or $643,939 at 6%; with 50% employer match about $643,939 at 4% or $429,293 at 6%; with 100% employer match about $482,955 at 4% or $321,970 at 6%. |
| 2022 | 2 | 12 | $7,384,578 | $794,411 | $66,201iApproximate average salary by contribution assumption: employee only about $1,655,023 at 4% or $1,103,349 at 6%; with 50% employer match about $1,103,349 at 4% or $735,566 at 6%; with 100% employer match about $827,511 at 4% or $551,674 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 12 | $4,901,341 | $250,184 | $20,849iApproximate average salary by contribution assumption: employee only about $521,217 at 4% or $347,478 at 6%; with 50% employer match about $347,478 at 4% or $231,652 at 6%; with 100% employer match about $260,608 at 4% or $173,739 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 11 | $2,483,237 | $544,227 | $49,475iApproximate average salary by contribution assumption: employee only about $1,236,880 at 4% or $824,586 at 6%; with 50% employer match about $824,586 at 4% or $549,724 at 6%; with 100% employer match about $618,440 at 4% or $412,293 at 6%. |
| 2021 | 2 | 9 | $7,786,507 | $672,652 | $74,739iApproximate average salary by contribution assumption: employee only about $1,868,478 at 4% or $1,245,652 at 6%; with 50% employer match about $1,245,652 at 4% or $830,435 at 6%; with 100% employer match about $934,239 at 4% or $622,826 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 0 | $5,585,020 | $227,133 | - |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 9 | $2,201,487 | $445,519 | $49,502iApproximate average salary by contribution assumption: employee only about $1,237,553 at 4% or $825,035 at 6%; with 50% employer match about $825,035 at 4% or $550,023 at 6%; with 100% employer match about $618,776 at 4% or $412,518 at 6%. |
| 2020 | 2 | 10 | $6,520,114 | $502,812 | $50,281iApproximate average salary by contribution assumption: employee only about $1,257,030 at 4% or $838,020 at 6%; with 50% employer match about $838,020 at 4% or $558,680 at 6%; with 100% employer match about $628,515 at 4% or $419,010 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 10 | $4,863,065 | $181,045 | $18,105iApproximate average salary by contribution assumption: employee only about $452,613 at 4% or $301,742 at 6%; with 50% employer match about $301,742 at 4% or $201,161 at 6%; with 100% employer match about $226,306 at 4% or $150,871 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 9 | $1,657,049 | $321,767 | $35,752iApproximate average salary by contribution assumption: employee only about $893,797 at 4% or $595,865 at 6%; with 50% employer match about $595,865 at 4% or $397,243 at 6%; with 100% employer match about $446,899 at 4% or $297,932 at 6%. |
| 2019 | 2 | 11 | $5,370,892 | $460,767 | $41,888iApproximate average salary by contribution assumption: employee only about $1,047,198 at 4% or $698,132 at 6%; with 50% employer match about $698,132 at 4% or $465,421 at 6%; with 100% employer match about $523,599 at 4% or $349,066 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 11 | $4,190,673 | $159,367 | $14,488iApproximate average salary by contribution assumption: employee only about $362,198 at 4% or $241,465 at 6%; with 50% employer match about $241,465 at 4% or $160,977 at 6%; with 100% employer match about $181,099 at 4% or $120,733 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 9 | $1,180,219 | $301,400 | $33,489iApproximate average salary by contribution assumption: employee only about $837,222 at 4% or $558,148 at 6%; with 50% employer match about $558,148 at 4% or $372,099 at 6%; with 100% employer match about $418,611 at 4% or $279,074 at 6%. |
| 2018 | 2 | 9 | $4,027,513 | $432,922 | $48,102iApproximate average salary by contribution assumption: employee only about $1,202,561 at 4% or $801,707 at 6%; with 50% employer match about $801,707 at 4% or $534,472 at 6%; with 100% employer match about $601,281 at 4% or $400,854 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 9 | $3,234,934 | $151,399 | $16,822iApproximate average salary by contribution assumption: employee only about $420,553 at 4% or $280,369 at 6%; with 50% employer match about $280,369 at 4% or $186,912 at 6%; with 100% employer match about $210,276 at 4% or $140,184 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 8 | $792,579 | $281,523 | $35,190iApproximate average salary by contribution assumption: employee only about $879,759 at 4% or $586,506 at 6%; with 50% employer match about $586,506 at 4% or $391,004 at 6%; with 100% employer match about $439,880 at 4% or $293,253 at 6%. |
| 2017 | 2 | 10 | $3,877,245 | $442,175 | $44,218iApproximate average salary by contribution assumption: employee only about $1,105,438 at 4% or $736,958 at 6%; with 50% employer match about $736,958 at 4% or $491,306 at 6%; with 100% employer match about $552,719 at 4% or $368,479 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 10 | $3,340,746 | $191,253 | $19,125iApproximate average salary by contribution assumption: employee only about $478,133 at 4% or $318,755 at 6%; with 50% employer match about $318,755 at 4% or $212,503 at 6%; with 100% employer match about $239,066 at 4% or $159,378 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 9 | $536,499 | $250,922 | $27,880iApproximate average salary by contribution assumption: employee only about $697,006 at 4% or $464,670 at 6%; with 50% employer match about $464,670 at 4% or $309,780 at 6%; with 100% employer match about $348,503 at 4% or $232,335 at 6%. |
| 2016 | 2 | 8 | $2,961,008 | $422,687 | $52,836iApproximate average salary by contribution assumption: employee only about $1,320,897 at 4% or $880,598 at 6%; with 50% employer match about $880,598 at 4% or $587,065 at 6%; with 100% employer match about $660,448 at 4% or $440,299 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 8 | $2,689,006 | $150,685 | $18,836iApproximate average salary by contribution assumption: employee only about $470,891 at 4% or $313,927 at 6%; with 50% employer match about $313,927 at 4% or $209,285 at 6%; with 100% employer match about $235,445 at 4% or $156,964 at 6%. |
| VALUE MANAGEMENT INC. PENSION PLAN | - | 8 | $272,002 | $272,002 | $34,000iApproximate average salary by contribution assumption: employee only about $850,006 at 4% or $566,671 at 6%; with 50% employer match about $566,671 at 4% or $377,781 at 6%; with 100% employer match about $425,003 at 4% or $283,335 at 6%. |
| 2015 | 1 | 8 | $2,326,251 | $155,966 | $19,496iApproximate average salary by contribution assumption: employee only about $487,394 at 4% or $324,929 at 6%; with 50% employer match about $324,929 at 4% or $216,619 at 6%; with 100% employer match about $243,697 at 4% or $162,465 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 8 | $2,326,251 | $155,966 | $19,496iApproximate average salary by contribution assumption: employee only about $487,394 at 4% or $324,929 at 6%; with 50% employer match about $324,929 at 4% or $216,619 at 6%; with 100% employer match about $243,697 at 4% or $162,465 at 6%. |
| 2014 | 1 | 8 | $2,164,295 | $146,646 | $18,331iApproximate average salary by contribution assumption: employee only about $458,269 at 4% or $305,513 at 6%; with 50% employer match about $305,513 at 4% or $203,675 at 6%; with 100% employer match about $229,134 at 4% or $152,756 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 8 | $2,164,295 | $146,646 | $18,331iApproximate average salary by contribution assumption: employee only about $458,269 at 4% or $305,513 at 6%; with 50% employer match about $305,513 at 4% or $203,675 at 6%; with 100% employer match about $229,134 at 4% or $152,756 at 6%. |
| 2013 | 1 | 6 | $1,857,466 | $47,134 | $7,856iApproximate average salary by contribution assumption: employee only about $196,392 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,285 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 6 | $1,857,466 | $47,134 | $7,856iApproximate average salary by contribution assumption: employee only about $196,392 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,285 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%. |
| 2012 | 1 | 7 | $1,486,852 | $155,214 | $22,173iApproximate average salary by contribution assumption: employee only about $554,336 at 4% or $369,557 at 6%; with 50% employer match about $369,557 at 4% or $246,371 at 6%; with 100% employer match about $277,168 at 4% or $184,779 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 7 | $1,486,852 | $155,214 | $22,173iApproximate average salary by contribution assumption: employee only about $554,336 at 4% or $369,557 at 6%; with 50% employer match about $369,557 at 4% or $246,371 at 6%; with 100% employer match about $277,168 at 4% or $184,779 at 6%. |
| 2011 | 1 | 8 | $1,189,080 | $157,587 | $19,698iApproximate average salary by contribution assumption: employee only about $492,459 at 4% or $328,306 at 6%; with 50% employer match about $328,306 at 4% or $218,871 at 6%; with 100% employer match about $246,230 at 4% or $164,153 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 8 | $1,189,080 | $157,587 | $19,698iApproximate average salary by contribution assumption: employee only about $492,459 at 4% or $328,306 at 6%; with 50% employer match about $328,306 at 4% or $218,871 at 6%; with 100% employer match about $246,230 at 4% or $164,153 at 6%. |
| 2010 | 1 | 9 | $1,078,942 | $158,277 | $17,586iApproximate average salary by contribution assumption: employee only about $439,658 at 4% or $293,106 at 6%; with 50% employer match about $293,106 at 4% or $195,404 at 6%; with 100% employer match about $219,829 at 4% or $146,553 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 9 | $1,078,942 | $158,277 | $17,586iApproximate average salary by contribution assumption: employee only about $439,658 at 4% or $293,106 at 6%; with 50% employer match about $293,106 at 4% or $195,404 at 6%; with 100% employer match about $219,829 at 4% or $146,553 at 6%. |
| 2009 | 1 | 10 | $892,672 | $153,412 | $15,341iApproximate average salary by contribution assumption: employee only about $383,530 at 4% or $255,687 at 6%; with 50% employer match about $255,687 at 4% or $170,458 at 6%; with 100% employer match about $191,765 at 4% or $127,843 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 10 | $892,672 | $153,412 | $15,341iApproximate average salary by contribution assumption: employee only about $383,530 at 4% or $255,687 at 6%; with 50% employer match about $255,687 at 4% or $170,458 at 6%; with 100% employer match about $191,765 at 4% or $127,843 at 6%. |
| 2008 | 1 | 8 | $574,695 | $139,171 | $17,396iApproximate average salary by contribution assumption: employee only about $434,909 at 4% or $289,940 at 6%; with 50% employer match about $289,940 at 4% or $193,293 at 6%; with 100% employer match about $217,455 at 4% or $144,970 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 8 | $574,695 | $139,171 | $17,396iApproximate average salary by contribution assumption: employee only about $434,909 at 4% or $289,940 at 6%; with 50% employer match about $289,940 at 4% or $193,293 at 6%; with 100% employer match about $217,455 at 4% or $144,970 at 6%. |
| 2007 | 1 | 6 | $698,856 | $160,864 | $26,811iApproximate average salary by contribution assumption: employee only about $670,267 at 4% or $446,844 at 6%; with 50% employer match about $446,844 at 4% or $297,896 at 6%; with 100% employer match about $335,133 at 4% or $223,422 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 6 | $698,856 | $160,864 | $26,811iApproximate average salary by contribution assumption: employee only about $670,267 at 4% or $446,844 at 6%; with 50% employer match about $446,844 at 4% or $297,896 at 6%; with 100% employer match about $335,133 at 4% or $223,422 at 6%. |
| 2006 | 1 | 6 | $492,278 | $98,299 | $16,383iApproximate average salary by contribution assumption: employee only about $409,579 at 4% or $273,053 at 6%; with 50% employer match about $273,053 at 4% or $182,035 at 6%; with 100% employer match about $204,790 at 4% or $136,526 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 6 | $492,278 | $98,299 | $16,383iApproximate average salary by contribution assumption: employee only about $409,579 at 4% or $273,053 at 6%; with 50% employer match about $273,053 at 4% or $182,035 at 6%; with 100% employer match about $204,790 at 4% or $136,526 at 6%. |
| 2005 | 1 | 6 | $341,051 | $99,139 | $16,523iApproximate average salary by contribution assumption: employee only about $413,079 at 4% or $275,386 at 6%; with 50% employer match about $275,386 at 4% or $183,591 at 6%; with 100% employer match about $206,540 at 4% or $137,693 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 6 | $341,051 | $99,139 | $16,523iApproximate average salary by contribution assumption: employee only about $413,079 at 4% or $275,386 at 6%; with 50% employer match about $275,386 at 4% or $183,591 at 6%; with 100% employer match about $206,540 at 4% or $137,693 at 6%. |
| 2004 | 1 | 4 | $218,157 | $60,204 | $15,051iApproximate average salary by contribution assumption: employee only about $376,275 at 4% or $250,850 at 6%; with 50% employer match about $250,850 at 4% or $167,233 at 6%; with 100% employer match about $188,138 at 4% or $125,425 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 4 | $218,157 | $60,204 | $15,051iApproximate average salary by contribution assumption: employee only about $376,275 at 4% or $250,850 at 6%; with 50% employer match about $250,850 at 4% or $167,233 at 6%; with 100% employer match about $188,138 at 4% or $125,425 at 6%. |
| 2003 | 1 | 4 | $146,568 | $35,424 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 4 | $146,568 | $35,424 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| 2002 | 1 | 4 | $88,152 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 4 | $88,152 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 2 | $31,922 | $31,922 | $15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%. |
| Value Management Inc. 401(K) Profit Sharing Plan | - | 2 | $31,922 | $31,922 | $15,961iApproximate average salary by contribution assumption: employee only about $399,025 at 4% or $266,017 at 6%; with 50% employer match about $266,017 at 4% or $177,344 at 6%; with 100% employer match about $199,513 at 4% or $133,008 at 6%. |