401(k) · DOL Form 5500 · 2022

Strategic Value Partners, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
95
Participants Small participant base
78th
Percentile by assets National rank
$221,339
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Value Partners 401(k) Profit Sharing Plan · Sponsored by Strategic Value Partners, LLC · Connecticut · Finance & Insurance

$21M in assets, 95 participants

Strategic Value Partners, LLC's Strategic Value Partners 401(k) Profit Sharing Plan reported $21M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,006 in Finance & Insurance (9,261 peers)

Where Strategic Value Partners 401(k) Profit Sharing Plan sits by assets

Strategic Value Partners 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $21M for 95 participants (~$221,339/participant), down 2.2% in 2022.

#6,006
in Finance & Insurance (9,261 peers)
-2.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Value Partners 401(k) Profit Sharing Plan's outsized position by total assets

Strategic Value Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,027,202 Top 22% higher than 78% 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

Strategic Value Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Value Partners 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030455248 · Strategic Value Partners, LLC PY 2022 · 401(k)

Strategic Value Partners 401(k) Profit Sharing Plan · $21M · 95 · 78th

  • EBSA $21M
  • PART 95
  • TYPE 78th
  • NET 401(k)
  • BOOK near The Philadelphia Zoo 401(k) Retirement Savings Plan
  • VS-ST ind #6006

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 Connecticut →

Strategic Value Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Strategic Value Partners 401(k) Profit Sharing PlanStrategic Value Partners 401…$21MThe Philadelphia Zoo 401(k) Retirement Savings PlanThe Philadelphia Zoo 401(k) …$21MSEIU Local 1021 Retirement Savings PlanSEIU Local 1021 Retirement S…$21MGotham Technology Group, LLC 401(k) PlanGotham Technology Group, LLC…$21MBuild America Mutual Assurance Company 401(k) PlanBuild America Mutual Assuran…$21M
End-of-year total assets ($M) among Strategic Value Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$476K
Employer EIN030455248
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Value Partners, LLC)

Sponsor-wide plan assets over time

All Strategic Value Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 63.94967338022434% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21M $34.5M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 95 $21M
2023 1 130 $27M
2024 1 147 $34M

Nearby 401(k) Plans in Connecticut

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

Strategic Value Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Strategic Value Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.021027202 · Participants: 95Strategic Value Partners 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Strategic Value Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Strategic Value Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Strategic Value Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($21M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Strategic Value Partners 401(k) Profit Sharing Plan assets move in 2022? ▼
Strategic Value Partners 401(k) Profit Sharing Plan edged down modestly - down 2.2% during 2022, from $22M to $21M. Reported net income was -$476K.
How have Strategic Value Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Value Partners, LLC's sponsor-wide assets grew 63.9%, from $21M to $34M.
Where does Strategic Value Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strategic Value Partners 401(k) Profit Sharing Plan ranks in the 78th 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 Strategic Value Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Zoo 401(k) Retirement Savings Plan in PA ($21M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Value Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 030455248.

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.