401(k) · DOL Form 5500 · 2023

Class Valuation, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
446
Participants Below avg headcount
65th
Percentile by assets National rank
$29,630
Avg per participant Low balance/head
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Official DOL plan name: Class Valuation, LLC 401(k) Plan · Sponsored by Class Valuation, LLC · Michigan · Real Estate

$13M in assets, 446 participants

Class Valuation, LLC's Class Valuation, LLC 401(k) Plan reported $13M in total assets and 446 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,819 in Real Estate (4,727 peers)

Class Valuation, LLC multi-year trail

Class Valuation, LLC's plans moved +112.0% in assets from 2022 to 2024; this filing shows Class Valuation, LLC 401(k) Plan at $13M / 446 participants.

#3,819
in Real Estate (4,727 peers)
+55.6%
assets growth YoY

Class Valuation, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Class Valuation, LLC 401(k) Plan vs every filed plan by assets

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

$13,214,906 Top 35% higher than 65% 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

Class Valuation, LLC 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. Class Valuation, LLC 401(k) Plan sits mid-pack in the medium band (446 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Class Valuation, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Class Valuation, LLC 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Class Valuation, LLC 401(k) Plan reported participants rose from 364 in the plan year 2022 filing to 446 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320285326 · Class Valuation, LLC PY 2023 · 401(k)

Class Valuation, LLC 401(k) Plan · $13M · 446 · 65th

  • SCH $13M
  • EBSA 446
  • PART 65th
  • TYPE 401(k)
  • NET near Capstone Collegiate Communities, LLC 401(k) Saving
  • BOOK ind #3819

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 Michigan →

Class Valuation, LLC 401(k) Plan in the asset neighbourhood

Maspeth Federal Savings & Loan Association 401(k) PlanMaspeth Federal Savings & Lo…$13MClass Valuation, LLC 401(k) PlanClass Valuation, LLC 401(k) …$13MCapstone Collegiate Communities, LLC 401(k) SavingCapstone Collegiate Communit…$13MBenefit Resource, LLC 401(k) Retirement PlanBenefit Resource, LLC 401(k)…$13MThe Uttermost Company Profit Sharing PlanThe Uttermost Company Profit…$13M
End-of-year total assets ($M) among Class Valuation, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Class Valuation, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Class Valuation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 112.01440329363446% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.49M $18M ▲ +112.1%
Year Plans Participants Total Assets
2022 1 364 $8M
2023 1 446 $13M
2024 1 583 $18M

Class Valuation, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN320285326
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Class Valuation, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Class Valuation, LLC 401(k) Plan, Total assets ($B): 0.013214906 · Participants: 446Class Valuation, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Class Valuation, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Class Valuation, LLC 401(k) Plan side-by-side with 3 peers →

Class Valuation, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Capstone Collegiate Communities, LLC 401(k) Saving in AL ($13M); by covered participants it is Klick USA Inc. 401(k) Plan in NY (446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (446 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 Class Valuation, LLC 401(k) Plan assets move in 2023? ▼
Class Valuation, LLC 401(k) Plan surged - up 55.6% during 2023, from $8M to $13M. Reported net income was $5M.
How have Class Valuation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Class Valuation, LLC's sponsor-wide assets grew 112.0%, from $8M to $18M.
Which 401(k) plans are similar in size to Class Valuation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capstone Collegiate Communities, LLC 401(k) Saving in AL ($13M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Class Valuation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Klick USA Inc. 401(k) Plan in NY (446 participants, $37M 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 320285326.

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.