Money Purchase · DOL Form 5500 · 2024
Applied Value LLC Money Purchase Plan
Data updated 2026-08-11
- $7M
- Total assets
- 40
- Participants
- 48th
- Percentile by assets
- $175,251
- Avg per participant
Official DOL plan name: Applied Value LLC Pension Plan · Sponsored by Applied Value LLC · Massachusetts · Professional & Technical Services
$7M in assets, 40 participants
Applied Value LLC's Applied Value LLC Pension Plan reported $7M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- 48th percentile by assets (of 123,622 plans)
- #9,358 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 Pension Plan at $7M / 40 participants.
- $7M
- total plan assets (2024 EOY)
- 40
- covered participants
- 48th
- percentile by assets (of 123,622 plans)
- $175,251
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applied Value LLC Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Applied Value LLC Pension Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Applied Value LLC Pension Plan reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.
Applied Value LLC across 3 plan years on file
Across the 3 plan years Applied Value LLC has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $12M, a gain of 60.6%, while reported participants moved from 77 to 80 (+3.9%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($8M).
Applied Value LLC multi-year asset trail
| 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) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 161641384 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Applied Value LLC Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Applied Value LLC Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Applied Value LLC Pension Plan assets move in 2024? ▼
How have Applied Value LLC plan assets changed over time? ▼
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Next read for Applied Value LLC Pension Plan
Multi-year trail
Ways to act on Applied Value LLC Pension Plan's numbers.
- By total assets, Applied Value LLC Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Applied Value LLC's sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans