Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALUEWORKS, LLC
EIN 13-4193343investment managementLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
15
1 WORLD TRADE CENTER, SUITE 84-G - NEW YORK, NY 10007646-558-6332valueworksllc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALUEWORKS LLC PENSION PLAN
TraditionalDB
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALUEWORKS, LLC RETIREMENT PLAN
401k
Assets$205K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALUEWORKS LLC PENSION PLAN | TraditionalDB | $1.9M | 8 | 2024 | |
| 002 | VALUEWORKS, LLC RETIREMENT PLAN | 401k | $205K | 7 | 2025 |
Retirement plans