How big is Value Realty, Inc.'s plan?

Value Realty, Inc.'s plan reported $9.2M in assets and 68 participants for 2024.

Original filing (PDF)20251013112235NAL0002641426001

Value Realty, Inc.

Name: Value Realty, Inc. — Value Realty, Inc. 401(k), Form 5500 (2024)
Creator: Value Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Realty, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Value Realty, Inc.'s Value Realty, Inc. 401(k) Profit Sharing Plan and Trust held $9.2M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Angelica Marquez signed Value Realty, Inc.'s 2024 Form 5500 as plan administrator.

Angelica Marquez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Value Realty, Inc.'s EIN is 22-1628990.

EIN 22-1628990

Plan number 001

Plan year 2024

ACK ID 20251013112235NAL0002641426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Value Realty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Value Realty, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALUE REALTY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score