401(k) · DOL Form 5500 · 2024

Qvt Financial LP 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
23
Participants Small participant base
81st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Qvt Financial LP 401(k) Profit Sharing Plan · Sponsored by Qvt Financial LP · New York · Finance & Insurance

$40M in assets, 23 participants

Qvt Financial LP's Qvt Financial LP 401(k) Profit Sharing Plan reported $40M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,063 in Finance & Insurance (8,549 peers)

Where Qvt Financial LP 401(k) Profit Sharing Plan sits by assets

Qvt Financial LP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 23 participants (~$1.7M/participant), up 16.3% in 2024.

#6,063
in Finance & Insurance (8,549 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Qvt Financial LP 401(k) Profit Sharing Plan's outsized position by total assets

Qvt Financial LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,573,559 Top 19% higher than 81% 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

Qvt Financial LP 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. Qvt Financial LP 401(k) Profit Sharing Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Qvt Financial LP 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Qvt Financial LP 401(k) Profit Sharing Plan reported participants fell from 26 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Qvt Financial LP 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113694008 · Qvt Financial LP PY 2024 · 401(k)

Qvt Financial LP 401(k) Profit Sharing Plan · $40M · 23 · 81st

  • SCH $40M
  • EBSA 23
  • PART 81st
  • TYPE 401(k)
  • NET near Xero, Inc. 401(k) Plan
  • BOOK ind #6063

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 New York →

Qvt Financial LP 401(k) Profit Sharing Plan in the asset neighbourhood

Interim Healthcare of the Upstate 401(k) PlanInterim Healthcare of the Up…$40MCommunity Care of North Carolina, Inc 401(k) PlanCommunity Care of North Caro…$40MQvt Financial LP 401(k) Profit Sharing PlanQvt Financial LP 401(k) Prof…$40MXero, Inc. 401(k) Plan$40MInline Plastics Corp. Savings Plus Retirement PlanInline Plastics Corp. Saving…$40M
End-of-year total assets ($M) among Qvt Financial LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN113694008
Plan Effective Date2003-06-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Qvt Financial LP)

Sponsor-wide plan assets over time

All Qvt Financial LP plans reported in each filing year

Latest sponsor-wide plan assets
$40M 38.22043761467999% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.6M $39.6M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 27 $29M
2023 1 26 $34M
2024 1 23 $40M

Nearby 401(k) Plans in New York

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

Qvt Financial LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Qvt Financial LP 401(k) Profit Sharing Plan, Total assets ($B): 0.039573559 · Participants: 23Qvt Financial LP 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Qvt Financial LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Qvt Financial LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Qvt Financial LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Xero, Inc. 401(k) Plan in CO ($40M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Qvt Financial LP 401(k) Profit Sharing Plan assets move in 2024? ▼
Qvt Financial LP 401(k) Profit Sharing Plan grew sharply - up 16.3% during 2024, from $34M to $40M. Reported net income was $6M.
How have Qvt Financial LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Qvt Financial LP's sponsor-wide assets grew 38.2%, from $29M to $40M.
Where does Qvt Financial LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Qvt Financial LP 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Qvt Financial LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xero, Inc. 401(k) Plan in CO ($40M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Qvt Financial LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 113694008.

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.