401(k) · DOL Form 5500 · 2023
Business Valuation Advisors, LLC Dba Bva Group LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $265,290
- Avg per participant High balance/head
Official DOL plan name: The Bva Group LLC 401(k) Profit Sharing Plan · Sponsored by Business Valuation Advisors, LLC Dba Bva Group LLC · Texas · Finance & Insurance
$12M in assets, 45 participants
Business Valuation Advisors, LLC Dba Bva Group LLC's The Bva Group LLC 401(k) Profit Sharing Plan reported $12M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,192 in Finance & Insurance (8,869 peers)
Business Valuation Advisors, LLC Dba Bva Group LLC multi-year trail
Business Valuation Advisors, LLC Dba Bva Group LLC's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Bva Group LLC 401(k) Profit Sharing Plan at $12M / 45 participants.
- #4,192
- in Finance & Insurance (8,869 peers)
- +29.2%
- assets growth YoY
The Bva Group LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
The Bva Group LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,938,054 Top 38% higher than 62% 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
The Bva Group LLC 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. The Bva Group LLC 401(k) Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Bva Group LLC 401(k) Profit Sharing Plan reported net income rose from -$469K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Bva Group LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Bva Group LLC 401(k) Profit Sharing Plan reported participants rose from 43 in the plan year 2022 filing to 45 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 061762342 · Business Valuation Advisors, LLC Dba Bva Group LLC PY 2023 · 401(k)
The Bva Group LLC 401(k) Profit Sharing Plan · $12M · 45 · 62nd
- EIN $12M
- RANK 45
- PHOTO 62nd
- IND 401(k)
- EOY near Hilo Medical Investors, Ltd. 401(k) Plan
- 5500 ind #4192
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 Texas →
The Bva Group LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Business Valuation Advisors, LLC Dba Bva Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All Business Valuation Advisors, LLC Dba Bva Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 35.31176002896695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $9M |
| 2023 | 1 | 45 | $12M |
| 2024 | 1 | 52 | $13M |
Business Valuation Advisors, LLC Dba Bva Group LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 061762342 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Bva Group LLC 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 Hilo Medical Investors, Ltd. 401(k) Plan in HI ($12M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.