401(k) · DOL Form 5500 · 2023

Qvt Financial LP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
26
Participants Small participant base
81st
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Qvt Financial LP 401(k) Profit Sharing Plan · Sponsored by Qvt Financial LP · New York · Finance & Insurance

$34M in assets, 26 participants

Qvt Financial LP's Qvt Financial LP 401(k) Profit Sharing Plan reported $34M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,294 in Finance & Insurance (8,869 peers)

Where Qvt Financial LP 401(k) Profit Sharing Plan sits by assets

Qvt Financial LP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 26 participants (~$1.3M/participant), up 18.9% in 2023.

#6,294
in Finance & Insurance (8,869 peers)
+18.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Qvt Financial LP 401(k) Profit Sharing Plan's outsized position by total assets

Qvt Financial LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,030,964 Top 19% higher than 81% 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

Qvt Financial LP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Qvt Financial LP 401(k) Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Qvt Financial LP 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Qvt Financial LP 401(k) Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Qvt Financial LP 401(k) Profit Sharing Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113694008 · Qvt Financial LP PY 2023 · 401(k)

Qvt Financial LP 401(k) Profit Sharing Plan · $34M · 26 · 81st

  • ASSETS $34M
  • ASSETS 26
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Heron Therapeutics, Inc. 401(k) Plan
  • ASSETS ind #6294

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 Finance & Insurance retirement plans → · Plans in New York →

Qvt Financial LP 401(k) Profit Sharing Plan in the asset neighbourhood

Beam Longest Neff Inc. Profit Sharing PlanBeam Longest Neff Inc. Profi…$34MQvt Financial LP 401(k) Profit Sharing PlanQvt Financial LP 401(k) Prof…$34MHeron Therapeutics, Inc. 401(k) PlanHeron Therapeutics, Inc. 401…$34MParic Corporation 401(k) Plan$34MTenacre Foundation 401(k) PlanTenacre Foundation 401(k) Pl…$34M
End-of-year total assets ($M) among Qvt Financial LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN113694008
Plan Effective Date2003-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Qvt Financial LP)

Sponsor-wide plan assets over time

All Qvt Financial LP plans reported in each filing year

Latest sponsor-wide plan assets
$40M 38.22043761467999% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.6M $39.6M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 27 $29M
2023 1 26 $34M
2024 1 23 $40M

Nearby 401(k) Plans in New York

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

Qvt Financial LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Qvt Financial LP 401(k) Profit Sharing Plan, Total assets ($B): 0.034030964 · Participants: 26Qvt Financial LP 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Qvt Financial LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Qvt Financial LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Qvt Financial LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Heron Therapeutics, Inc. 401(k) Plan in CA ($34M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

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 Qvt Financial LP 401(k) Profit Sharing Plan assets move in 2023? ▼
Qvt Financial LP 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2023, from $29M to $34M. Reported net income was $5M.
How have Qvt Financial LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Qvt Financial LP's sponsor-wide assets grew 38.2%, from $29M to $40M.
Where does Qvt Financial LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Qvt Financial LP 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Qvt Financial LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heron Therapeutics, Inc. 401(k) Plan in CA ($34M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Qvt Financial LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 113694008.

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.