401(k) · DOL Form 5500 · 2024

Applied Value LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
43rd
Percentile by assets National rank
$134,186
Avg per participant Near avg balance/head
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Official DOL plan name: Applied Value LLC 401(k) Savings Plan · Sponsored by Applied Value LLC · Massachusetts · Professional & Technical Services

$5M in assets, 40 participants

Applied Value LLC's Applied Value LLC 401(k) Savings Plan reported $5M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,244 in Professional & Technical Services (20,173 peers)

Applied Value LLC multi-year trail

Applied Value LLC's plans moved +60.6% in assets from 2022 to 2024; this filing shows Applied Value LLC 401(k) Savings Plan at $5M / 40 participants.

#8,244
in Professional & Technical Services (20,173 peers)
+24.4%
assets growth YoY

Applied Value LLC 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Applied Value LLC 401(k) Savings Plan vs every filed plan by assets

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

$5,367,447 43rd percentile higher than 43% 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

Applied Value LLC 401(k) Savings 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. Applied Value LLC 401(k) Savings Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Value LLC 401(k) Savings Plan reported participants rose from 31 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Applied Value LLC 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Applied Value LLC 401(k) Savings Plan reported net income rose from $981K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161641384 · Applied Value LLC PY 2024 · 401(k)

Applied Value LLC 401(k) Savings Plan · $5M · 40 · 43rd

  • RANK $5M
  • PHOTO 40
  • IND 43rd
  • EOY 401(k)
  • 5500 near Movement Strategy 401(k) Plan
  • ASSETS ind #8244

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 Massachusetts →

Applied Value LLC 401(k) Savings Plan in the asset neighbourhood

Applied Value LLC 401(k) Savings PlanApplied Value LLC 401(k) Sav…$5MMovement Strategy 401(k) Plan$5MBlue Blade Corp. 401(k) Plan$5MPrintful, Inc. 401(k) Plan$5MFortis Health Retirement Plan$5M
End-of-year total assets ($M) among Applied Value LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Applied Value LLC multi-year asset trail

Sponsor-wide plan assets over time

All Applied Value LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 60.579492829283176% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.71M $12.4M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 77 $8M
2023 2 77 $10M
2024 2 80 $12M

Applied Value LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN161641384
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Applied Value LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Applied Value LLC 401(k) Savings Plan, Total assets ($B): 0.005367447 · Participants: 40Applied Value LLC 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Applied Value LLC 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Applied Value LLC 401(k) Savings Plan side-by-side with 3 peers →

Applied Value LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Movement Strategy 401(k) Plan in VA ($5M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Applied Value LLC 401(k) Savings Plan assets move in 2024? ▼
Applied Value LLC 401(k) Savings Plan grew sharply - up 24.4% during 2024, from $4M to $5M. Reported net income was $1M.
How have Applied Value LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Value LLC's sponsor-wide assets grew 60.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Applied Value LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Movement Strategy 401(k) Plan in VA ($5M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Applied Value LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 161641384.

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.