401(k) · DOL Form 5500 · 2024
Mvt Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 2,817
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $13,883
- Avg per participant Low balance/head
Official DOL plan name: Mvt 401(k) Plan · Sponsored by Mvt Holdings, LLC · New Mexico · Transportation & Warehousing
$39M in assets, 2,817 participants
Mvt Holdings, LLC's Mvt 401(k) Plan reported $39M in total assets and 2,817 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,632 in Transportation & Warehousing (3,299 peers)
Coverage in New Mexico
Mvt 401(k) Plan covers 2,817 participants in New Mexico, 7.7x the typical New Mexico plan (state average ~365 per filing). Assets: $39M.
- #2,632
- in Transportation & Warehousing (3,299 peers)
- +14.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Mvt 401(k) Plan's outsized position by total assets
Mvt 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,107,933 Top 19% higher than 81% 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
Mvt 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mvt 401(k) Plan lands in the large band (2,817 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mvt 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Mvt 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Mvt 401(k) Plan reported participants rose from 2,717 in the plan year 2023 filing to 2,817 in the plan year 2024 filing.
DOL schedule card
Filing strip 261875312 · Mvt Holdings, LLC PY 2024 · 401(k)
Mvt 401(k) Plan · $39M · 2,817 · 81st
- ASSETS $39M
- ASSETS 2,817
- ASSETS 81st
- ASSETS 401(k)
- ASSETS near Jersey Mike's 401(k) Profit Sharing Plan
- ASSETS ind #2632
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 Transportation & Warehousing retirement plans → · Plans in New Mexico →
Mvt 401(k) Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 261875312 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mvt Holdings, LLC)
Sponsor-wide plan assets over time
All Mvt Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 14.547039026607422% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2,717 | $34M |
| 2024 | 1 | 2,817 | $39M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Mvt 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Jersey Mike's 401(k) Profit Sharing Plan in NJ ($39M); by covered participants it is The Kleinfelder Group, Inc. 401(k) Plan in CA (2,816 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,817 participants); asset peers above are excluded.
- The Kleinfelder Group, Inc. 401(k) Plan (CA) 2,816 · 1 off
- Therapeutic Alternatives Inc. 401(k) Plan (NC) 2,816 · 1 off
- H&e Equipment Services, Inc. 401(k) Profit Sharing (LA) 2,815 · 2 off
- Clark Group Retirement Plan (MD) 2,820 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.