401(k) · DOL Form 5500 · 2023
Business Valuation Resources LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $225,668
- Avg per participant Above avg balance/head
Official DOL plan name: Business Valuation Resources LLC 401(k) Plan · Sponsored by Business Valuation Resources LLC · Oregon · Information & Media
$6M in assets, 25 participants
Business Valuation Resources LLC's Business Valuation Resources LLC 401(k) Plan reported $6M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #867 in Information & Media (2,818 peers)
Business Valuation Resources LLC multi-year trail
Business Valuation Resources LLC's plans moved +39.1% in assets from 2022 to 2024; this filing shows Business Valuation Resources LLC 401(k) Plan at $6M / 25 participants.
- #867
- in Information & Media (2,818 peers)
- +27.5%
- assets growth YoY
Business Valuation Resources LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Business Valuation Resources LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,641,690 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Business Valuation Resources LLC 401(k) 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. Business Valuation Resources LLC 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Business Valuation Resources LLC 401(k) Plan reported net income rose from -$566K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Business Valuation Resources LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Business Valuation Resources LLC 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 25 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760801940 · Business Valuation Resources LLC PY 2023 · 401(k)
Business Valuation Resources LLC 401(k) Plan · $6M · 25 · 47th
- VS-ST $6M
- BOY 25
- SCH 47th
- EBSA 401(k)
- PART near Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan
- TYPE ind #867
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 Information & Media retirement plans → · Plans in Oregon →
Business Valuation Resources LLC 401(k) Plan in the asset neighbourhood
Business Valuation Resources LLC multi-year asset trail
Sponsor-wide plan assets over time
All Business Valuation Resources LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 39.11869899805199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $4M |
| 2023 | 1 | 25 | $6M |
| 2024 | 1 | 25 | $6M |
Business Valuation Resources LLC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 760801940 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Business Valuation Resources LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in CA ($6M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.