401(k) · DOL Form 5500 · 2024

Class Valuation, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
583
Participants Below avg headcount
68th
Percentile by assets National rank
$30,891
Avg per participant Low balance/head
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Official DOL plan name: Class Valuation, LLC 401(k) Plan · Sponsored by Class Valuation, LLC · Michigan · Real Estate

$18M in assets, 583 participants

Class Valuation, LLC's Class Valuation, LLC 401(k) Plan reported $18M in total assets and 583 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,819 in Real Estate (4,605 peers)

Class Valuation, LLC multi-year trail

Class Valuation, LLC's plans moved +112.0% in assets from 2022 to 2024; this filing shows Class Valuation, LLC 401(k) Plan at $18M / 583 participants.

#3,819
in Real Estate (4,605 peers)
+36.3%
assets growth YoY

Class Valuation, LLC 401(k) Plan's outsized position by total assets

Class Valuation, LLC 401(k) Plan vs every filed plan by assets

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

$18,009,449 Top 32% higher than 68% 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

Class Valuation, LLC 401(k) 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. Class Valuation, LLC 401(k) Plan sits mid-pack in the medium band (583 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Class Valuation, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Class Valuation, LLC 401(k) Plan reported participants rose from 446 in the plan year 2023 filing to 583 in the plan year 2024 filing.
  • Class Valuation, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 320285326 · Class Valuation, LLC PY 2024 · 401(k)

Class Valuation, LLC 401(k) Plan · $18M · 583 · 68th

  • SCH $18M
  • SCH 583
  • SCH 68th
  • SCH 401(k)
  • SCH near Mobile Management, LLC 401(k) Plan & Trust
  • SCH ind #3819

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 Real Estate retirement plans → · Plans in Michigan →

Class Valuation, LLC 401(k) Plan in the asset neighbourhood

Class Valuation, LLC 401(k) PlanClass Valuation, LLC 401(k) …$18MMobile Management, LLC 401(k) Plan & TrustMobile Management, LLC 401(k…$18MNextgen 401(k) Plan$18MPankl Holdings Inc & Affiliated Employer 401(k) PlanPankl Holdings Inc & Affilia…$18MMark Miller Subaru, Inc. 401(k) PlanMark Miller Subaru, Inc. 401…$18M
End-of-year total assets ($M) among Class Valuation, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Class Valuation, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Class Valuation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 112.01440329363446% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.49M $18M ▲ +112.1%
Year Plans Participants Total Assets
2022 1 364 $8M
2023 1 446 $13M
2024 1 583 $18M

Class Valuation, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN320285326
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Class Valuation, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Class Valuation, LLC 401(k) Plan, Total assets ($B): 0.018009449 · Participants: 583Class Valuation, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Class Valuation, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Class Valuation, LLC 401(k) Plan side-by-side with 3 peers →

Class Valuation, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Mobile Management, LLC 401(k) Plan & Trust in NY ($18M); by covered participants it is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (583 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 Class Valuation, LLC 401(k) Plan assets move in 2024? ▼
Class Valuation, LLC 401(k) Plan surged - up 36.3% during 2024, from $13M to $18M. Reported net income was $5M.
How have Class Valuation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Class Valuation, LLC's sponsor-wide assets grew 112.0%, from $8M to $18M.
Which 401(k) plans are similar in size to Class Valuation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mobile Management, LLC 401(k) Plan & Trust in NY ($18M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Class Valuation, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aging with Comfort 401(k) Profit Sharing Plan & Trust in PA (583 participants, $27K 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 320285326.

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.