401(k) · DOL Form 5500 · 2024

Strategic Value Partners, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
147
Participants Small participant base
79th
Percentile by assets National rank
$234,517
Avg per participant Above avg balance/head
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Official DOL plan name: Strategic Value Partners 401(k) Profit Sharing Plan · Sponsored by Strategic Value Partners, LLC · Connecticut · Finance & Insurance

$34M in assets, 147 participants

Strategic Value Partners, LLC's Strategic Value Partners 401(k) Profit Sharing Plan reported $34M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,790 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Strategic Value Partners 401(k) Profit Sharing Plan covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $34M.

#5,790
in Finance & Insurance (8,549 peers)
+25.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Strategic Value Partners 401(k) Profit Sharing Plan's outsized position by total assets

Strategic Value Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,474,029 Top 21% higher than 79% 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

Strategic Value Partners 401(k) Profit Sharing 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. Strategic Value Partners 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Value Partners 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Strategic Value Partners 401(k) Profit Sharing Plan reported participants rose from 130 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Strategic Value Partners 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030455248 · Strategic Value Partners, LLC PY 2024 · 401(k)

Strategic Value Partners 401(k) Profit Sharing Plan · $34M · 147 · 79th

  • EOY $34M
  • 5500 147
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Connell Resources, Inc. 401(k) Profit Sharing Plan
  • RANK ind #5790

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 Connecticut →

Strategic Value Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Gallagher Sharp 401(k) Plan$34MStrategic Value Partners 401(k) Profit Sharing PlanStrategic Value Partners 401…$34MConnell Resources, Inc. 401(k) Profit Sharing PlanConnell Resources, Inc. 401(…$34MLandscapes Unlimited, LLC 401(k) PlanLandscapes Unlimited, LLC 40…$34MHantzmon Wiebel LLP Profit Sharing PlanHantzmon Wiebel LLP Profit S…$34M
End-of-year total assets ($M) among Strategic Value Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN030455248
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Value Partners, LLC)

Sponsor-wide plan assets over time

All Strategic Value Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 63.94967338022434% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21M $34.5M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 95 $21M
2023 1 130 $27M
2024 1 147 $34M

Nearby 401(k) Plans in Connecticut

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

Strategic Value Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Strategic Value Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.034474029 · Participants: 147Strategic Value Partners 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Strategic Value Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Strategic Value Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Strategic Value Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Connell Resources, Inc. 401(k) Profit Sharing Plan in CO ($34M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Strategic Value Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Strategic Value Partners 401(k) Profit Sharing Plan grew sharply - up 25.8% during 2024, from $27M to $34M. Reported net income was $7M.
How have Strategic Value Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Value Partners, LLC's sponsor-wide assets grew 63.9%, from $21M to $34M.
Where does Strategic Value Partners 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Strategic Value Partners 401(k) Profit Sharing Plan ranks in the 79th 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 Strategic Value Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connell Resources, Inc. 401(k) Profit Sharing Plan in CO ($34M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Value Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 030455248.

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.