Money Purchase · DOL Form 5500 · 2023

Applied Value LLC Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
46
Participants Small participant base
46th
Percentile by assets National rank
$121,433
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applied Value LLC Pension Plan · Sponsored by Applied Value LLC · Massachusetts · Professional & Technical Services

$6M in assets, 46 participants

Applied Value LLC's Applied Value LLC Pension Plan reported $6M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,041 in Professional & Technical Services (20,321 peers)

Applied Value LLC multi-year trail

Applied Value LLC's plans moved +60.6% in assets from 2022 to 2024; this filing shows Applied Value LLC Pension Plan at $6M / 46 participants.

#9,041
in Professional & Technical Services (20,321 peers)
+27.7%
assets growth YoY

Applied Value LLC Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applied Value LLC Pension Plan vs every filed plan by assets

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

$5,585,938 46th percentile higher than 46% 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

Applied Value LLC Pension 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. Applied Value LLC Pension Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Value LLC Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Applied Value LLC Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Applied Value LLC Pension Plan reported participants fell from 47 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161641384 · Applied Value LLC PY 2023 · Money Purchase

Applied Value LLC Pension Plan · $6M · 46 · 46th

  • EOY $6M
  • 5500 46
  • ASSETS 46th
  • PCT Money Purchase
  • EIN near Retirement Plan for Classified Employees of Board of Trustees of Beloit College
  • RANK ind #9041

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 Massachusetts →

Applied Value LLC Pension Plan in the asset neighbourhood

Swank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$6MX-L Plastics, Inc. Money Purchase PlanX-L Plastics, Inc. Money Pur…$6MApplied Value LLC Pension PlanApplied Value LLC Pension Pl…$6MRetirement Plan for Classified Employees of Board of Trustees of Beloit CollegeRetirement Plan for Classifi…$6MCraig Enterprises. Inc. Amended Restated Pension Plan and TrustCraig Enterprises. Inc. Amen…$6M
End-of-year total assets ($M) among Applied Value LLC Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Applied Value LLC multi-year asset trail

Sponsor-wide plan assets over time

All Applied Value LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 60.579492829283176% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.71M $12.4M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 77 $8M
2023 2 77 $10M
2024 2 80 $12M

Applied Value LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN161641384
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Applied Value LLC Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Applied Value LLC Pension Plan, Total assets ($B): 0.005585938 · Participants: 46Applied Value LLC Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Applied Value LLC Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Applied Value LLC Pension Plan side-by-side with 3 peers →

Applied Value LLC Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Retirement Plan for Classified Employees of Board of Trustees of Beloit College in WI ($6M); by covered participants it is Argus Community, Inc. Pension Plan in NY (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Applied Value LLC Pension Plan assets move in 2023? ▼
Applied Value LLC Pension Plan grew sharply - up 27.7% during 2023, from $4M to $6M. Reported net income was $1M.
How have Applied Value LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Value LLC's sponsor-wide assets grew 60.6%, from $8M to $12M.
Which Money Purchase plans are similar in size to Applied Value LLC Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Classified Employees of Board of Trustees of Beloit College in WI ($6M, 45 participants).
Which Money Purchase plans cover a similar participant headcount to Applied Value LLC Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Argus Community, Inc. Pension Plan in NY (46 participants, $2M 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 161641384.

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.