401(k) · DOL Form 5500 · 2022

Customer Value Partners, LLC. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
607
Participants Below avg headcount
86th
Percentile by assets National rank
$64,335
Avg per participant Low balance/head
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Official DOL plan name: Cvp Retirement Savings Plan · Sponsored by Customer Value Partners, LLC. · Virginia · Professional & Technical Services

$39M in assets, 607 participants

Customer Value Partners, LLC.'s Cvp Retirement Savings Plan reported $39M in total assets and 607 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,684 in Professional & Technical Services (21,562 peers)

Where Cvp Retirement Savings Plan sits by assets

Cvp Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 607 participants (~$64,335/participant), up 18.2% in 2022.

#18,684
in Professional & Technical Services (21,562 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cvp Retirement Savings Plan's outsized position by total assets

Cvp Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,051,292 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cvp Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvp Retirement Savings Plan sits mid-pack in the medium band (607 participants).

DOL schedule card

Filing strip 010570597 · Customer Value Partners, LLC. PY 2022 · 401(k)

Cvp Retirement Savings Plan · $39M · 607 · 86th

  • BOY $39M
  • BOY 607
  • BOY 86th
  • BOY 401(k)
  • BOY near Rural King 401(k) Plan
  • BOY ind #18684

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Virginia →

Cvp Retirement Savings Plan in the asset neighbourhood

The Dupps Company 401(k) Plan$39MPorvair Corporation Employee's Investment Savings PlanPorvair Corporation Employee…$39MCvp Retirement Savings Plan$39MRural King 401(k) Plan$39MBridgebio 401(k) Plan$39M
End-of-year total assets ($M) among Cvp Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income-$2M
Employer EIN010570597
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Customer Value Partners, LLC.)

Sponsor-wide plan assets over time

All Customer Value Partners, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 59.82018725526418% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.1M $62.4M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 607 $39M
2023 1 570 $51M
2024 1 603 $62M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cvp Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Cvp Retirement Savings Plan, Total assets ($B): 0.039051292 · Participants: 607Cvp Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Cvp Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cvp Retirement Savings Plan side-by-side with 3 peers →

Cvp Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Rural King 401(k) Plan in IL ($39M); by covered participants it is Employers Insurance Company of Nevada 401(k) Retirement Plan in NV (607 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (607 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cvp Retirement Savings Plan assets move in 2022? ▼
Cvp Retirement Savings Plan grew sharply - up 18.2% during 2022, from $33M to $39M. Reported net income was -$2M.
How have Customer Value Partners, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Customer Value Partners, LLC.'s sponsor-wide assets grew 59.8%, from $39M to $62M.
Where does Cvp Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cvp Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cvp Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rural King 401(k) Plan in IL ($39M, 7,337 participants).
Which 401(k) plans cover a similar participant headcount to Cvp Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employers Insurance Company of Nevada 401(k) Retirement Plan in NV (607 participants, $103M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010570597.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.