401(k) · DOL Form 5500 · 2023

Customer Value Partners, LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
570
Participants Below avg headcount
86th
Percentile by assets National rank
$89,686
Avg per participant Below avg balance/head
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Official DOL plan name: Cvp Retirement Savings Plan · Sponsored by Customer Value Partners, LLC · District of Columbia · Professional & Technical Services

$51M in assets, 570 participants

Customer Value Partners, LLC's Cvp Retirement Savings Plan reported $51M in total assets and 570 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,646 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Cvp Retirement Savings Plan covers 570 participants in District of Columbia, about 39% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $51M.

#17,646
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cvp Retirement Savings Plan's outsized position by total assets

Cvp Retirement Savings Plan vs every filed plan by assets

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

$51,120,737 Top 14% higher than 86% 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

Cvp Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvp Retirement Savings Plan sits mid-pack in the medium band (570 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cvp Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cvp Retirement Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Cvp Retirement Savings Plan reported participants fell from 607 in the plan year 2022 filing to 570 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010570597 · Customer Value Partners, LLC PY 2023 · 401(k)

Cvp Retirement Savings Plan · $51M · 570 · 86th

  • RANK $51M
  • RANK 570
  • RANK 86th
  • RANK 401(k)
  • RANK near Yam Management 401(k) Plan
  • RANK ind #17646

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Cvp Retirement Savings Plan in the asset neighbourhood

Savings Plan for Employees of Alice Hyde Medical CenterSavings Plan for Employees o…$51MCvp Retirement Savings Plan$51MYam Management 401(k) Plan$51MPfizer Pharmaceuticals LLC Profit Sharing Employee Savings PlanPfizer Pharmaceuticals LLC P…$51MBentallgreenoak (U.S.), LP 401(k) Retirement PlanBentallgreenoak (U.S.), LP 4…$51M
End-of-year total assets ($M) among Cvp Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$51M
Net Income$12M
Employer EIN010570597
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Customer Value Partners, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$62M 59.82018725526418% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.1M $62.4M ▲ +59.8%
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.

Cvp Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cvp Retirement Savings Plan, Total assets ($B): 0.051120737 · Participants: 570Cvp Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Cvp Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Cvp Retirement Savings Plan side-by-side with 3 peers →

Cvp Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Yam Management 401(k) Plan in AZ ($51M); by covered participants it is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (570 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.

Frequently Asked Questions

How did Cvp Retirement Savings Plan assets move in 2023? ▼
Cvp Retirement Savings Plan surged - up 30.9% during 2023, from $39M to $51M. Reported net income was $12M.
How have Customer Value Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Customer Value Partners, LLC's sponsor-wide assets grew 59.8%, from $39M to $62M.
Where does Cvp Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cvp Retirement Savings Plan ranks in the 86th 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 Cvp Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yam Management 401(k) Plan in AZ ($51M, 1,355 participants).
Which 401(k) plans cover a similar participant headcount to Cvp Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants, $47M 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 010570597.

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.