401(k) · DOL Form 5500 · 2024

Business Valuation Advisors, LLC Dba Bva Group LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
52
Participants Small participant base
61st
Percentile by assets National rank
$240,390
Avg per participant Above avg balance/head
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Official DOL plan name: The Bva Group LLC 401(k) Profit Sharing Plan · Sponsored by Business Valuation Advisors, LLC Dba Bva Group LLC · Texas · Finance & Insurance

$13M in assets, 52 participants

Business Valuation Advisors, LLC Dba Bva Group LLC's The Bva Group LLC 401(k) Profit Sharing Plan reported $13M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,805 in Finance & Insurance (8,549 peers)

Business Valuation Advisors, LLC Dba Bva Group LLC multi-year trail

Business Valuation Advisors, LLC Dba Bva Group LLC's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Bva Group LLC 401(k) Profit Sharing Plan at $13M / 52 participants.

#3,805
in Finance & Insurance (8,549 peers)
+4.7%
assets growth YoY

The Bva Group LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

The Bva Group LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,500,256 Top 39% higher than 61% of 123,620 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 2024

The Bva Group LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bva Group LLC 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bva Group LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $562K in the plan year 2024 filing.
  • The Bva Group LLC 401(k) Profit Sharing Plan reported participants rose from 45 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • The Bva Group LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061762342 · Business Valuation Advisors, LLC Dba Bva Group LLC PY 2024 · 401(k)

The Bva Group LLC 401(k) Profit Sharing Plan · $13M · 52 · 61st

  • ASSETS $13M
  • PCT 52
  • EIN 61st
  • RANK 401(k)
  • PHOTO near U.S. Engine Valve Company 401(k) Plan
  • IND ind #3805

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 Finance & Insurance retirement plans → · Plans in Texas →

The Bva Group LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Bva Group LLC 401(k) Profit Sharing PlanThe Bva Group LLC 401(k) Pro…$13MU.S. Engine Valve Company 401(k) PlanU.S. Engine Valve Company 40…$13MSondermind, Inc. 401(k) Plan$13MForge Consulting, LLC 401(k) Profit Sharing Plan & TrustForge Consulting, LLC 401(k)…$12MBowe Systec North America 401(k)Bowe Systec North America 40…$12M
End-of-year total assets ($M) among The Bva Group LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Business Valuation Advisors, LLC Dba Bva Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Business Valuation Advisors, LLC Dba Bva Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.31176002896695% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.24M $12.5M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 43 $9M
2023 1 45 $12M
2024 1 52 $13M

Business Valuation Advisors, LLC Dba Bva Group LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$562K
Employer EIN061762342
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Bva Group LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Bva Group LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012500256 · Participants: 52The Bva Group LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Bva Group LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Bva Group LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Bva Group LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is U.S. Engine Valve Company 401(k) Plan in SC ($13M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bva Group LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Bva Group LLC 401(k) Profit Sharing Plan edged up modestly - up 4.7% during 2024, from $12M to $13M. Reported net income was $562K.
How have Business Valuation Advisors, LLC Dba Bva Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Business Valuation Advisors, LLC Dba Bva Group LLC's sponsor-wide assets grew 35.3%, from $9M to $13M.
Which 401(k) plans are similar in size to The Bva Group LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Engine Valve Company 401(k) Plan in SC ($13M, 269 participants).
Which 401(k) plans cover a similar participant headcount to The Bva Group LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061762342.

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.