401(k) · DOL Form 5500 · 2024
Customer Value Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 603
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $103,502
- Avg per participant Below avg balance/head
Official DOL plan name: Cvp Retirement Savings Plan · Sponsored by Customer Value Partners, LLC · District of Columbia · Professional & Technical Services
$62M in assets, 603 participants
Customer Value Partners, LLC's Cvp Retirement Savings Plan reported $62M in total assets and 603 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,655 in Professional & Technical Services (20,173 peers)
Coverage in District of Columbia
Cvp Retirement Savings Plan covers 603 participants in District of Columbia, about 41% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $62M.
- #17,655
- in Professional & Technical Services (20,173 peers)
- +22.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Cvp Retirement Savings Plan's outsized position by total assets
Cvp Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,411,848 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cvp Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvp Retirement Savings Plan sits mid-pack in the medium band (603 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cvp Retirement Savings Plan end-of-year assets rose from $51M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Cvp Retirement Savings Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Cvp Retirement Savings Plan reported participants rose from 570 in the plan year 2023 filing to 603 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 010570597 · Customer Value Partners, LLC PY 2024 · 401(k)
Cvp Retirement Savings Plan · $62M · 603 · 86th
- VS-ST $62M
- VS-ST 603
- VS-ST 86th
- VS-ST 401(k)
- VS-ST near Hertz Associates Ltd. Profit Sharing Plan
- VS-ST ind #17655
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Cvp Retirement Savings Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $11M |
| Employer EIN | 010570597 |
| Plan Effective Date | 2004-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Customer Value Partners, LLC)
Sponsor-wide plan assets over time
All Customer Value Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 59.82018725526418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 607 | $39M |
| 2023 | 1 | 570 | $51M |
| 2024 | 1 | 603 | $62M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Cvp Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Hertz Associates Ltd. Profit Sharing Plan in IA ($62M); by covered participants it is Aa Transportation, Inc. 401(k) Plan in MA (603 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Hertz Associates Ltd. Profit Sharing Plan (IA) $62M · 177
- Continuing Life 401(k) Plan (CA) $62M · 1,723
- Dnp Group 401(k) Retirement Savings Plan (NC) $62M · 540
- Suzuki 401(k) Retirement Plan (FL) $62M · 338
Similar participant headcount
Nearest other-state filings by covered participants (603 participants); asset peers above are excluded.
- Aa Transportation, Inc. 401(k) Plan (MA) 603 · 0 off
- Deshazo 401(k) Plan (AL) 603 · 0 off
- Redwood Living, Inc. 401(k) Plan (OH) 603 · 0 off
- Foxconn Assembly 401(k) Plan (TX) 603 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.