401(k) · DOL Form 5500 · 2023

Cvb, Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 708
Participants Below avg headcount: 71st
Percentile by assets National rank: $26,475
Avg per participant Low balance/head

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Official DOL plan name: Cvb, Inc 40(K) Plan · Sponsored by Cvb, Inc · Utah · Retail Trade

$19M in assets, 708 participants

Cvb, Inc's Cvb, Inc 40(K) Plan reported $19M in total assets and 708 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#6,880 in Retail Trade (8,414 peers)

Cvb, Inc multi-year trail

Cvb, Inc's plans moved +35.6% in assets from 2022 to 2024; this filing shows Cvb, Inc 40(K) Plan at $19M / 708 participants.

#6,880
in Retail Trade (8,414 peers): +22.7%
assets growth YoY

Cvb, Inc 40(K) Plan's outsized position by total assets

Cvb, Inc 40(K) Plan vs every filed plan by assets

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

$18,744,247 Top 29% higher than 71% 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

Cvb, Inc 40(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. Cvb, Inc 40(K) Plan sits mid-pack in the medium band (708 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cvb, Inc 40(K) Plan reported net income rose from $811K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Cvb, Inc 40(K) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Cvb, Inc 40(K) Plan reported participants fell from 883 in the plan year 2022 filing to 708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201008736 · Cvb, Inc PY 2023 · 401(k)

Cvb, Inc 40(K) Plan · $19M · 708 · 71st

TYPE $19M
NET 708
BOOK 71st
VS-ST 401(k)
BOY near Ed Herrington, Inc. 401(k) Profit Sharing Plan
SCH ind #6880

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 Retail Trade retirement plans → · Plans in Utah →

End-of-year total assets ($M) among Cvb, Inc 40(K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cvb, Inc multi-year asset trail

Latest sponsor-wide plan assets: $21M 35.62096306025094% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	883	$15M
2023	1	708	$19M
2024	1	508	$21M

Cvb, Inc filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	201008736
Plan Effective Date	2012-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

Cvb, Inc 40(K) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Cvb, Inc 40(K) Plan side-by-side with 3 peers →

Cvb, Inc 40(K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ed Herrington, Inc. 401(k) Profit Sharing Plan in NY ($19M); by covered participants it is Lereta, LLC 401(k) Plan in CA (708 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Ed Herrington, Inc. 401(k) Profit Sharing Plan (NY) $19M · 197
Antonio Sofo & Son Importing Co. Employees' 401(k) Plan (OH) $19M · 470
Morling & Company 401(k) Plan (CA) $19M · 18
Intermountain Eye and Laser Center, PLLC Profit Sharing 401(k) Plan (ID) $19M · 65

Similar participant headcount

Nearest other-state filings by covered participants (708 participants); asset peers above are excluded.

Lereta, LLC 401(k) Plan (CA) 708 · 0 off
Langley Federal Credit Union 401(k) Plan (VA) 708 · 0 off
New Directions Behavioral Health 401(k) Profit Sharing Plan and Trust (KS) 708 · 0 off
Kentuckiana Comfort Center 401(k) Profit Sharing Plan (KY) 708 · 0 off

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 Cvb, Inc 40(K) Plan assets move in 2023? ▼

Cvb, Inc 40(K) Plan grew sharply - up 22.7% during 2023, from $15M to $19M. Reported net income was $3M.

How have Cvb, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cvb, Inc's sponsor-wide assets grew 35.6%, from $15M to $21M.

Which 401(k) plans are similar in size to Cvb, Inc 40(K) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ed Herrington, Inc. 401(k) Profit Sharing Plan in NY ($19M, 197 participants).

Which 401(k) plans cover a similar participant headcount to Cvb, Inc 40(K) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lereta, LLC 401(k) Plan in CA (708 participants, $32M 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 201008736.