CVP RETIREMENT SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
CUSTOMER VALUE PARTNERS, LLC
This 401(k) plan holds $51M in total assets and serves 570 participants as of 2023. It is sponsored by CUSTOMER VALUE PARTNERS, LLC in District of Columbia. The plan reported positive net income of $12M for the year.
What the Filing Says About CVP RETIREMENT SAVINGS PLAN
CVP RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by CUSTOMER VALUE PARTNERS, LLC, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $51M in total end-of-year assets and covers 570 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 010570597, and the plan has been effective since 2004-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $39M at the beginning of 2023 to $51M at year-end — a gain of 30.9%. Net assets (after liabilities) closed the year at $51M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $39M |
| Total Assets (End of Year) | $51M |
| Net Assets (End of Year) | $51M |
| Net Income | $12M |
| Plan Type | 401(k) |
| Employer EIN | 010570597 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CUSTOMER VALUE PARTNERS, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 607 | $39M |
| 2023 | 1 | 570 | $51M |
| 2024 | 1 | 603 | $62M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN $5.8B · 29,441
- GEICO 401(K) SAVINGS PLAN $5.8B · 39,034
- FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES $3.9B · 8,044
- FINRA SAVINGS PLUS PLAN $2.2B · 3,958
- HOGAN LOVELLS US LLP RETIREMENT SAVINGS PLAN $1.6B · 1,870
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Frequently Asked Questions
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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 010570597.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.