401(k) · DOL Form 5500 · 2022

Cvc Advisors (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
63
Participants Small participant base
72nd
Percentile by assets National rank
$233,704
Avg per participant Above avg balance/head
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Official DOL plan name: Cvc Advisors (U.S.) Inc. Retirement Plan · Sponsored by Cvc Advisors (U.S.) Inc. · New York · Finance & Insurance

$15M in assets, 63 participants

Cvc Advisors (U.S.) Inc.'s Cvc Advisors (U.S.) Inc. Retirement Plan reported $15M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,283 in Finance & Insurance (9,261 peers)

Cvc Advisors (U.S.) Inc. multi-year trail

Cvc Advisors (U.S.) Inc.'s plans moved +58.9% in assets from 2022 to 2024; this filing shows Cvc Advisors (U.S.) Inc. Retirement Plan at $15M / 63 participants.

#5,283
in Finance & Insurance (9,261 peers)
-6.3%
assets change YoY

The plan reported a net loss of $983K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cvc Advisors (U.S.) Inc. Retirement Plan's outsized position by total assets

Cvc Advisors (U.S.) Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,723,362 Top 28% higher than 72% of 139,123 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 2022

Cvc Advisors (U.S.) Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvc Advisors (U.S.) Inc. Retirement Plan is a small filing (63 participants) on this national headcount ladder.

DOL schedule card

Filing strip 208325245 · Cvc Advisors (U.S.) Inc. PY 2022 · 401(k)

Cvc Advisors (U.S.) Inc. Retirement Plan · $15M · 63 · 72nd

  • ASSETS $15M
  • ASSETS 63
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near Fitchburg Welding 401(k) Profit Sharing Plan
  • ASSETS ind #5283

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 New York →

Cvc Advisors (U.S.) Inc. Retirement Plan in the asset neighbourhood

Ron Jon Savings and Investment PlanRon Jon Savings and Investme…$15MCvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$15MFitchburg Welding 401(k) Profit Sharing PlanFitchburg Welding 401(k) Pro…$15MThe Rose Group Employee Savings PlanThe Rose Group Employee Savi…$15MThrive Peo 401(k) Plan$15M
End-of-year total assets ($M) among Cvc Advisors (U.S.) Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cvc Advisors (U.S.) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cvc Advisors (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 58.94189791706541% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.4M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 63 $15M
2023 1 73 $20M
2024 1 77 $23M

Cvc Advisors (U.S.) Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$983K
Employer EIN208325245
Plan Effective Date2007-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cvc Advisors (U.S.) Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cvc Advisors (U.S.) Inc. Retirement Plan, Total assets ($B): 0.014723362 · Participants: 63Cvc Advisors (U.S.) Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Cvc Advisors (U.S.) Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cvc Advisors (U.S.) Inc. Retirement Plan side-by-side with 3 peers →

Cvc Advisors (U.S.) Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fitchburg Welding 401(k) Profit Sharing Plan in MA ($15M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cvc Advisors (U.S.) Inc. Retirement Plan assets move in 2022? ▼
Cvc Advisors (U.S.) Inc. Retirement Plan pulled back noticeably - down 6.3% during 2022, from $16M to $15M. Reported net income was -$983K.
How have Cvc Advisors (U.S.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cvc Advisors (U.S.) Inc.'s sponsor-wide assets grew 58.9%, from $15M to $23M.
Which 401(k) plans are similar in size to Cvc Advisors (U.S.) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fitchburg Welding 401(k) Profit Sharing Plan in MA ($15M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Cvc Advisors (U.S.) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208325245.

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.