401(k) · DOL Form 5500 · 2023

National Valuation Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
112
Participants Small participant base
72nd
Percentile by assets National rank
$171,536
Avg per participant Above avg balance/head
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Official DOL plan name: National Valuation Consultants, Inc. 401(k) Plan · Sponsored by National Valuation Consultants, Inc. · Colorado · Real Estate

$19M in assets, 112 participants

National Valuation Consultants, Inc.'s National Valuation Consultants, Inc. 401(k) Plan reported $19M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,078 in Real Estate (4,727 peers)

Coverage in Colorado

National Valuation Consultants, Inc. 401(k) Plan covers 112 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $19M.

#4,078
in Real Estate (4,727 peers)
+21.2%
assets growth YoY

National Valuation Consultants, Inc. 401(k) Plan's outsized position by total assets

National Valuation Consultants, Inc. 401(k) Plan vs every filed plan by assets

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

$19,212,076 Top 28% higher than 72% 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

National Valuation Consultants, Inc. 401(k) 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. National Valuation Consultants, Inc. 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Valuation Consultants, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • National Valuation Consultants, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • National Valuation Consultants, Inc. 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841181072 · National Valuation Consultants, Inc. PY 2023 · 401(k)

National Valuation Consultants, Inc. 401(k) Plan · $19M · 112 · 72nd

  • PART $19M
  • PART 112
  • PART 72nd
  • PART 401(k)
  • PART near Johnson Equipment Company 401(k) Savings Plan & Trust
  • PART ind #4078

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 Real Estate retirement plans → · Plans in Colorado →

National Valuation Consultants, Inc. 401(k) Plan in the asset neighbourhood

National Valuation Consultants, Inc. 401(k) PlanNational Valuation Consultan…$19MJohnson Equipment Company 401(k) Savings Plan & TrustJohnson Equipment Company 40…$19MKwest Group, LLC 401(k) Plan$19MFabfitfun, Inc. 401(k) Plan$19MTriangle Package Machinery Company Office 401(k) PlanTriangle Package Machinery C…$19M
End-of-year total assets ($M) among National Valuation Consultants, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN841181072
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Valuation Consultants, Inc.)

Sponsor-wide plan assets over time

All National Valuation Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 46.942403563362916% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.9M $23.3M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 112 $19M
2024 1 98 $23M

Nearby 401(k) Plans in Colorado

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

National Valuation Consultants, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants National Valuation Consultants, Inc. 401(k) Plan, Total assets ($B): 0.019212076 · Participants: 112National Valuation Consultants, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
National Valuation Consultants, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare National Valuation Consultants, Inc. 401(k) Plan side-by-side with 3 peers →

National Valuation Consultants, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Johnson Equipment Company 401(k) Savings Plan & Trust in TX ($19M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 National Valuation Consultants, Inc. 401(k) Plan assets move in 2023? ▼
National Valuation Consultants, Inc. 401(k) Plan grew sharply - up 21.2% during 2023, from $16M to $19M. Reported net income was $3M.
How have National Valuation Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Valuation Consultants, Inc.'s sponsor-wide assets grew 46.9%, from $16M to $23M.
Which 401(k) plans are similar in size to National Valuation Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Equipment Company 401(k) Savings Plan & Trust in TX ($19M, 174 participants).
Which 401(k) plans cover a similar participant headcount to National Valuation Consultants, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 841181072.

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.