Valuation Research Corporation
Plan context: Valuation Research Corporation Employees Profit Sharing Plan
EIN 39-1214928 • Milwaukee, WI • 39 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
262
2024 Assets
$81,965,868
2024 Contributions
$6,643,411
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 262 | $81,965,868 | $6,643,411 | $25,357iApproximate average salary by contribution assumption: employee only about $633,913 at 4% or $422,609 at 6%; with 50% employer match about $422,609 at 4% or $281,739 at 6%; with 100% employer match about $316,957 at 4% or $211,304 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 262 | $81,965,868 | $6,643,411 | $25,357iApproximate average salary by contribution assumption: employee only about $633,913 at 4% or $422,609 at 6%; with 50% employer match about $422,609 at 4% or $281,739 at 6%; with 100% employer match about $316,957 at 4% or $211,304 at 6%. |
| Valuation Research Corporation Welfare Benefit Plan | - | 252 | - | - | - |
| 2023 | 2 | 259 | $66,712,611 | $5,757,373 | $22,229iApproximate average salary by contribution assumption: employee only about $555,731 at 4% or $370,487 at 6%; with 50% employer match about $370,487 at 4% or $246,992 at 6%; with 100% employer match about $277,865 at 4% or $185,244 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 259 | $66,712,611 | $5,757,373 | $22,229iApproximate average salary by contribution assumption: employee only about $555,731 at 4% or $370,487 at 6%; with 50% employer match about $370,487 at 4% or $246,992 at 6%; with 100% employer match about $277,865 at 4% or $185,244 at 6%. |
| Valuation Research Corporation Welfare Benefit Plan | - | 250 | - | - | - |
| 2022 | 2 | 233 | $54,322,319 | $5,574,455 | $23,925iApproximate average salary by contribution assumption: employee only about $598,117 at 4% or $398,745 at 6%; with 50% employer match about $398,745 at 4% or $265,830 at 6%; with 100% employer match about $299,059 at 4% or $199,372 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 233 | $54,322,319 | $5,574,455 | $23,925iApproximate average salary by contribution assumption: employee only about $598,117 at 4% or $398,745 at 6%; with 50% employer match about $398,745 at 4% or $265,830 at 6%; with 100% employer match about $299,059 at 4% or $199,372 at 6%. |
| Valuation Research Corporation Welfare Benefit Plan | - | 222 | - | - | - |
| 2021 | 4 | 197 | $63,258,456 | $4,224,068 | $21,442iApproximate average salary by contribution assumption: employee only about $536,049 at 4% or $357,366 at 6%; with 50% employer match about $357,366 at 4% or $238,244 at 6%; with 100% employer match about $268,025 at 4% or $178,683 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 197 | $63,258,456 | $4,224,068 | $21,442iApproximate average salary by contribution assumption: employee only about $536,049 at 4% or $357,366 at 6%; with 50% employer match about $357,366 at 4% or $238,244 at 6%; with 100% employer match about $268,025 at 4% or $178,683 at 6%. |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 130 | - | - | - |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 140 | - | - | - |
| Valuation Research Corporation Welfare Benefit Plan | - | 189 | - | - | - |
| 2020 | 2 | 185 | $54,930,961 | $3,452,267 | $18,661iApproximate average salary by contribution assumption: employee only about $466,523 at 4% or $311,015 at 6%; with 50% employer match about $311,015 at 4% or $207,343 at 6%; with 100% employer match about $233,261 at 4% or $155,508 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 160 | $54,930,961 | $3,452,267 | $21,577iApproximate average salary by contribution assumption: employee only about $539,417 at 4% or $359,611 at 6%; with 50% employer match about $359,611 at 4% or $239,741 at 6%; with 100% employer match about $269,708 at 4% or $179,806 at 6%. |
| Valuation Research Corporation Welfare Benefit Plan | - | 185 | - | - | - |
| 2019 | 3 | 154 | $49,248,746 | $3,230,180 | $20,975iApproximate average salary by contribution assumption: employee only about $524,380 at 4% or $349,587 at 6%; with 50% employer match about $349,587 at 4% or $233,058 at 6%; with 100% employer match about $262,190 at 4% or $174,793 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 154 | $49,248,746 | $3,230,180 | $20,975iApproximate average salary by contribution assumption: employee only about $524,380 at 4% or $349,587 at 6%; with 50% employer match about $349,587 at 4% or $233,058 at 6%; with 100% employer match about $262,190 at 4% or $174,793 at 6%. |
| VALUATION RESEARCH CORPORATION MEDICAL AND DENTAL PLAN | - | 0 | - | - | - |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 0 | - | - | - |
| 2018 | 3 | 140 | $37,613,343 | $2,885,054 | $20,608iApproximate average salary by contribution assumption: employee only about $515,188 at 4% or $343,459 at 6%; with 50% employer match about $343,459 at 4% or $228,973 at 6%; with 100% employer match about $257,594 at 4% or $171,729 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 135 | $37,613,343 | $2,885,054 | $21,371iApproximate average salary by contribution assumption: employee only about $534,269 at 4% or $356,180 at 6%; with 50% employer match about $356,180 at 4% or $237,453 at 6%; with 100% employer match about $267,135 at 4% or $178,090 at 6%. |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 140 | - | - | - |
| VALUATION RESEARCH CORPORATION MEDICAL AND DENTAL PLAN | - | 118 | - | - | - |
| 2017 | 2 | 130 | $38,197,348 | $2,503,370 | $19,257iApproximate average salary by contribution assumption: employee only about $481,417 at 4% or $320,945 at 6%; with 50% employer match about $320,945 at 4% or $213,963 at 6%; with 100% employer match about $240,709 at 4% or $160,472 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 128 | $38,197,348 | $2,503,370 | $19,558iApproximate average salary by contribution assumption: employee only about $488,939 at 4% or $325,960 at 6%; with 50% employer match about $325,960 at 4% or $217,306 at 6%; with 100% employer match about $244,470 at 4% or $162,980 at 6%. |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 130 | - | - | - |
| 2016 | 2 | 118 | $32,593,472 | $2,371,927 | $20,101iApproximate average salary by contribution assumption: employee only about $502,527 at 4% or $335,018 at 6%; with 50% employer match about $335,018 at 4% or $223,345 at 6%; with 100% employer match about $251,263 at 4% or $167,509 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 118 | $32,593,472 | $2,371,927 | $20,101iApproximate average salary by contribution assumption: employee only about $502,527 at 4% or $335,018 at 6%; with 50% employer match about $335,018 at 4% or $223,345 at 6%; with 100% employer match about $251,263 at 4% or $167,509 at 6%. |
| Valuation Research Corporation Life and Short-Term Disability Plan | - | 111 | - | - | - |
| 2015 | 1 | 116 | $28,539,803 | $2,708,473 | $23,349iApproximate average salary by contribution assumption: employee only about $583,723 at 4% or $389,148 at 6%; with 50% employer match about $389,148 at 4% or $259,432 at 6%; with 100% employer match about $291,861 at 4% or $194,574 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 116 | $28,539,803 | $2,708,473 | $23,349iApproximate average salary by contribution assumption: employee only about $583,723 at 4% or $389,148 at 6%; with 50% employer match about $389,148 at 4% or $259,432 at 6%; with 100% employer match about $291,861 at 4% or $194,574 at 6%. |
| 2014 | 1 | 98 | $28,791,524 | $2,098,898 | $21,417iApproximate average salary by contribution assumption: employee only about $535,433 at 4% or $356,955 at 6%; with 50% employer match about $356,955 at 4% or $237,970 at 6%; with 100% employer match about $267,717 at 4% or $178,478 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 98 | $28,791,524 | $2,098,898 | $21,417iApproximate average salary by contribution assumption: employee only about $535,433 at 4% or $356,955 at 6%; with 50% employer match about $356,955 at 4% or $237,970 at 6%; with 100% employer match about $267,717 at 4% or $178,478 at 6%. |
| 2013 | 1 | 100 | $26,461,401 | $1,976,248 | $19,762iApproximate average salary by contribution assumption: employee only about $494,062 at 4% or $329,375 at 6%; with 50% employer match about $329,375 at 4% or $219,583 at 6%; with 100% employer match about $247,031 at 4% or $164,687 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 100 | $26,461,401 | $1,976,248 | $19,762iApproximate average salary by contribution assumption: employee only about $494,062 at 4% or $329,375 at 6%; with 50% employer match about $329,375 at 4% or $219,583 at 6%; with 100% employer match about $247,031 at 4% or $164,687 at 6%. |
| 2012 | 1 | 94 | $20,606,260 | $1,823,045 | $19,394iApproximate average salary by contribution assumption: employee only about $484,852 at 4% or $323,235 at 6%; with 50% employer match about $323,235 at 4% or $215,490 at 6%; with 100% employer match about $242,426 at 4% or $161,617 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 94 | $20,606,260 | $1,823,045 | $19,394iApproximate average salary by contribution assumption: employee only about $484,852 at 4% or $323,235 at 6%; with 50% employer match about $323,235 at 4% or $215,490 at 6%; with 100% employer match about $242,426 at 4% or $161,617 at 6%. |
| 2011 | 1 | 101 | $17,376,920 | $1,633,359 | $16,172iApproximate average salary by contribution assumption: employee only about $404,297 at 4% or $269,531 at 6%; with 50% employer match about $269,531 at 4% or $179,687 at 6%; with 100% employer match about $202,148 at 4% or $134,766 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 101 | $17,376,920 | $1,633,359 | $16,172iApproximate average salary by contribution assumption: employee only about $404,297 at 4% or $269,531 at 6%; with 50% employer match about $269,531 at 4% or $179,687 at 6%; with 100% employer match about $202,148 at 4% or $134,766 at 6%. |
| 2010 | 1 | 100 | $16,596,221 | $1,568,159 | $15,682iApproximate average salary by contribution assumption: employee only about $392,040 at 4% or $261,360 at 6%; with 50% employer match about $261,360 at 4% or $174,240 at 6%; with 100% employer match about $196,020 at 4% or $130,680 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 100 | $16,596,221 | $1,568,159 | $15,682iApproximate average salary by contribution assumption: employee only about $392,040 at 4% or $261,360 at 6%; with 50% employer match about $261,360 at 4% or $174,240 at 6%; with 100% employer match about $196,020 at 4% or $130,680 at 6%. |
| 2009 | 1 | 100 | $14,009,829 | $1,488,830 | $14,888iApproximate average salary by contribution assumption: employee only about $372,208 at 4% or $248,138 at 6%; with 50% employer match about $248,138 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,069 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 100 | $14,009,829 | $1,488,830 | $14,888iApproximate average salary by contribution assumption: employee only about $372,208 at 4% or $248,138 at 6%; with 50% employer match about $248,138 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,069 at 6%. |
| 2008 | 1 | 90 | $10,770,607 | $1,487,843 | $16,532iApproximate average salary by contribution assumption: employee only about $413,290 at 4% or $275,526 at 6%; with 50% employer match about $275,526 at 4% or $183,684 at 6%; with 100% employer match about $206,645 at 4% or $137,763 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 90 | $10,770,607 | $1,487,843 | $16,532iApproximate average salary by contribution assumption: employee only about $413,290 at 4% or $275,526 at 6%; with 50% employer match about $275,526 at 4% or $183,684 at 6%; with 100% employer match about $206,645 at 4% or $137,763 at 6%. |
| 2007 | 1 | 91 | $15,387,461 | $1,528,500 | $16,797iApproximate average salary by contribution assumption: employee only about $419,918 at 4% or $279,945 at 6%; with 50% employer match about $279,945 at 4% or $186,630 at 6%; with 100% employer match about $209,959 at 4% or $139,973 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 91 | $15,387,461 | $1,528,500 | $16,797iApproximate average salary by contribution assumption: employee only about $419,918 at 4% or $279,945 at 6%; with 50% employer match about $279,945 at 4% or $186,630 at 6%; with 100% employer match about $209,959 at 4% or $139,973 at 6%. |
| 2006 | 1 | 87 | $13,555,963 | $1,495,035 | $17,184iApproximate average salary by contribution assumption: employee only about $429,608 at 4% or $286,405 at 6%; with 50% employer match about $286,405 at 4% or $190,937 at 6%; with 100% employer match about $214,804 at 4% or $143,203 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 87 | $13,555,963 | $1,495,035 | $17,184iApproximate average salary by contribution assumption: employee only about $429,608 at 4% or $286,405 at 6%; with 50% employer match about $286,405 at 4% or $190,937 at 6%; with 100% employer match about $214,804 at 4% or $143,203 at 6%. |
| 2005 | 1 | 82 | $11,269,684 | $1,214,996 | $14,817iApproximate average salary by contribution assumption: employee only about $370,426 at 4% or $246,950 at 6%; with 50% employer match about $246,950 at 4% or $164,634 at 6%; with 100% employer match about $185,213 at 4% or $123,475 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 82 | $11,269,684 | $1,214,996 | $14,817iApproximate average salary by contribution assumption: employee only about $370,426 at 4% or $246,950 at 6%; with 50% employer match about $246,950 at 4% or $164,634 at 6%; with 100% employer match about $185,213 at 4% or $123,475 at 6%. |
| 2004 | 1 | 80 | $10,014,225 | $1,054,230 | $13,178iApproximate average salary by contribution assumption: employee only about $329,447 at 4% or $219,631 at 6%; with 50% employer match about $219,631 at 4% or $146,421 at 6%; with 100% employer match about $164,723 at 4% or $109,816 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 80 | $10,014,225 | $1,054,230 | $13,178iApproximate average salary by contribution assumption: employee only about $329,447 at 4% or $219,631 at 6%; with 50% employer match about $219,631 at 4% or $146,421 at 6%; with 100% employer match about $164,723 at 4% or $109,816 at 6%. |
| 2003 | 1 | 74 | $8,176,478 | $1,471,141 | $19,880iApproximate average salary by contribution assumption: employee only about $497,007 at 4% or $331,338 at 6%; with 50% employer match about $331,338 at 4% or $220,892 at 6%; with 100% employer match about $248,504 at 4% or $165,669 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 74 | $8,176,478 | $1,471,141 | $19,880iApproximate average salary by contribution assumption: employee only about $497,007 at 4% or $331,338 at 6%; with 50% employer match about $331,338 at 4% or $220,892 at 6%; with 100% employer match about $248,504 at 4% or $165,669 at 6%. |
| 2002 | 1 | 68 | $5,276,135 | $1,006,404 | $14,800iApproximate average salary by contribution assumption: employee only about $370,001 at 4% or $246,668 at 6%; with 50% employer match about $246,668 at 4% or $164,445 at 6%; with 100% employer match about $185,001 at 4% or $123,334 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 68 | $5,276,135 | $1,006,404 | $14,800iApproximate average salary by contribution assumption: employee only about $370,001 at 4% or $246,668 at 6%; with 50% employer match about $246,668 at 4% or $164,445 at 6%; with 100% employer match about $185,001 at 4% or $123,334 at 6%. |
| 2001 | 1 | 59 | $5,359,144 | $585,328 | $9,921iApproximate average salary by contribution assumption: employee only about $248,020 at 4% or $165,347 at 6%; with 50% employer match about $165,347 at 4% or $110,231 at 6%; with 100% employer match about $124,010 at 4% or $82,673 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 59 | $5,359,144 | $585,328 | $9,921iApproximate average salary by contribution assumption: employee only about $248,020 at 4% or $165,347 at 6%; with 50% employer match about $165,347 at 4% or $110,231 at 6%; with 100% employer match about $124,010 at 4% or $82,673 at 6%. |
| 2000 | 1 | 53 | $5,996,666 | $504,073 | $9,511iApproximate average salary by contribution assumption: employee only about $237,770 at 4% or $158,514 at 6%; with 50% employer match about $158,514 at 4% or $105,676 at 6%; with 100% employer match about $118,885 at 4% or $79,257 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 53 | $5,996,666 | $504,073 | $9,511iApproximate average salary by contribution assumption: employee only about $237,770 at 4% or $158,514 at 6%; with 50% employer match about $158,514 at 4% or $105,676 at 6%; with 100% employer match about $118,885 at 4% or $79,257 at 6%. |
| 1999 | 1 | 54 | $6,544,112 | $520,301 | $9,635iApproximate average salary by contribution assumption: employee only about $240,880 at 4% or $160,587 at 6%; with 50% employer match about $160,587 at 4% or $107,058 at 6%; with 100% employer match about $120,440 at 4% or $80,293 at 6%. |
| Valuation Research Corporation Employees Profit Sharing Plan | - | 54 | $6,544,112 | $520,301 | $9,635iApproximate average salary by contribution assumption: employee only about $240,880 at 4% or $160,587 at 6%; with 50% employer match about $160,587 at 4% or $107,058 at 6%; with 100% employer match about $120,440 at 4% or $80,293 at 6%. |