Department of Labor filing

BLUE VALLEY COMMUNITY ACTION P

403(B) THRIFT PLAN OF BLUE VALLEY COMMUNITY ACTION PARTNERSHIP · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$908

Reported employer contributions per active participant.

Higher than about 34% of comparable plans
#People in the filing
104

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$6 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 91% of comparable plans
Investment performance
Not available

Plan assets changed 16.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense91st percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BLUE VALLEY COMMUNITY ACTION P reported $94,436 in employer contributions across the plan and 104 active participants. That works out to $908 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 10.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$94,436
Participant contributions
$101,672
Other contributions
$0
Employer share of reported contributions
48.2%
Beginning assets
$1,774,990
Ending assets
$2,059,506
Ending net assets
$2,059,506
Ending liabilities
$0
Total income
$420,495
Total expenses
$135,979
Administrative expenses
$1,121
Participant loans
$0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,012
2023
$892
2024
$908
Plan-paid administrative expenses per participant
2022
Not reported
2023
$2
2024
$6
Active participants
2022
94
2023
104
2024
104
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$9081042.1M20251009110652NAL0006491745001
2023$8921041.8M20240930103835NAL0005577649001
2022$1,012941.4M20231006100539NAL0014416147001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
470492640-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2009
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2J2K2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251009110652NAL0006491745001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗