401(k) · DOL Form 5500 · 2024

Business Valuation Resources LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
46th
Percentile by assets National rank
$246,156
Avg per participant Above avg balance/head
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Official DOL plan name: Business Valuation Resources LLC 401(k) Plan · Sponsored by Business Valuation Resources LLC · Oregon · Information & Media

$6M in assets, 25 participants

Business Valuation Resources LLC's Business Valuation Resources LLC 401(k) Plan reported $6M in total assets and 25 participants in its 2024 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.

  • #840 in Information & Media (2,822 peers)

Business Valuation Resources LLC multi-year trail

Business Valuation Resources LLC's plans moved +39.1% in assets from 2022 to 2024; this filing shows Business Valuation Resources LLC 401(k) Plan at $6M / 25 participants.

#840
in Information & Media (2,822 peers)
+9.1%
assets growth YoY

Business Valuation Resources LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Business Valuation Resources LLC 401(k) Plan vs every filed plan by assets

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

$6,153,892 46th percentile higher than 46% 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

Business Valuation Resources LLC 401(k) 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. Business Valuation Resources LLC 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Business Valuation Resources LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $512K in the plan year 2024 filing.
  • Business Valuation Resources LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760801940 · Business Valuation Resources LLC PY 2024 · 401(k)

Business Valuation Resources LLC 401(k) Plan · $6M · 25 · 46th

  • BOOK $6M
  • BOOK 25
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near Olameter Corporation 401(k) Plan
  • BOOK ind #840

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 Information & Media retirement plans → · Plans in Oregon →

Business Valuation Resources LLC 401(k) Plan in the asset neighbourhood

Business Valuation Resources LLC 401(k) PlanBusiness Valuation Resources…$6MOlameter Corporation 401(k) PlanOlameter Corporation 401(k) …$6MCumberland Family Dental, S.C. Profit Sharing 401(k) PlanCumberland Family Dental, S.…$6MRonald M. Papell Apc 401(k) Profit Sharing PlanRonald M. Papell Apc 401(k) …$6MBruner / Cott & Associates, Inc. 401(k) PlanBruner / Cott & Associates, …$6M
End-of-year total assets ($M) among Business Valuation Resources LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Business Valuation Resources LLC multi-year asset trail

Sponsor-wide plan assets over time

All Business Valuation Resources LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.11869899805199% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.42M $6.15M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 25 $6M
2024 1 25 $6M

Business Valuation Resources LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$512K
Employer EIN760801940
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Business Valuation Resources LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Business Valuation Resources LLC 401(k) Plan, Total assets ($B): 0.006153892 · Participants: 25Business Valuation Resources LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Business Valuation Resources LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

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

Outside Oregon, the nearest 401(k) by assets is Olameter Corporation 401(k) Plan in ($6M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Business Valuation Resources LLC 401(k) Plan assets move in 2024?
Business Valuation Resources LLC 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $6M to $6M. Reported net income was $512K.
How have Business Valuation Resources LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Business Valuation Resources LLC's sponsor-wide assets grew 39.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Business Valuation Resources LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Olameter Corporation 401(k) Plan in ($6M, 468 participants).
Which 401(k) plans cover a similar participant headcount to Business Valuation Resources LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M in assets).