401(k) · DOL Form 5500 · 2023

Crystal Valley Resort, Inc. 401(k) Plan

Data updated 2026-08-25

$406K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$202,778
Avg per participant Above avg balance/head
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Official DOL plan name: Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan · Sponsored by Crystal Valley Resort, Inc. · Texas · Real Estate

$406K in assets, 2 participants

Crystal Valley Resort, Inc.'s Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan reported $406K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,286 in Real Estate (4,727 peers)

What the 2023 filing shows

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan holds $406K for 2 participants - about $202,778 per participant, among the smaller plans by assets on file.

#1,286
in Real Estate (4,727 peers)
-0.8%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$405,556 16th percentile higher than 16% of 127,068 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 2023

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan reported net income rose from -$29K in the plan year 2022 filing to -$3K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 400011902 · Crystal Valley Resort, Inc. PY 2023 · 401(k)

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan · $406K · 2 · 16th

  • VS-ST $406K
  • VS-ST 2
  • VS-ST 16th
  • VS-ST 401(k)
  • VS-ST near Helmer's Hut Corporation 401(k) Plan
  • VS-ST ind #1286

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 Real Estate retirement plans → · Plans in Texas →

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Crystal Valley Resort, Inc. 401(k) Profit Sharing PlanCrystal Valley Resort, Inc. …$406KHelmer's Hut Corporation 401(k) PlanHelmer's Hut Corporation 401…$406KGa PA Partners Retirement PlanGa PA Partners Retirement Pl…$406KBig O, Inc. 401(k) Profit Sharing Plan and TrustBig O, Inc. 401(k) Profit Sh…$405KRichie Heumann Retirement PlanRichie Heumann Retirement Pl…$406K
End-of-year total assets ($M) among Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$409K
Net Assets (End of Year)$406K
Net Income-$3K
Employer EIN400011902
Plan Effective Date2018-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Crystal Valley Resort, Inc.)

Sponsor-wide plan assets over time

All Crystal Valley Resort, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$399K 2.357569618766606% vs 2022
2024 filing year
$0.4M$0.4M$0.41M$0.41M$0.42M 202220232024 $0.41M $0.4M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 2 $409K
2023 1 2 $406K
2024 1 2 $399K

Nearby 401(k) Plans in Texas

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

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000405556 · Participants: 2Crystal Valley Resort, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Helmer's Hut Corporation 401(k) Plan in CA ($406K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($406K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.8% during 2023, from $409K to $406K. Reported net income was -$3K.
How have Crystal Valley Resort, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crystal Valley Resort, Inc.'s sponsor-wide assets declined 2.4%, from $409K to $399K.
Where does Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helmer's Hut Corporation 401(k) Plan in CA ($406K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Crystal Valley Resort, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 400011902.

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.