401(k) · DOL Form 5500 · 2022

Cavaliers Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$37M
Total assets
354
Participants
85th
Percentile by assets
$104,477
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Cavaliers 401(k) Plan · Sponsored by Cavaliers Holdings, LLC · Ohio · Arts, Entertainment & Recreation

$37M in assets, 354 participants

Cavaliers Holdings, LLC's Cavaliers 401(k) Plan reported $37M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #2,805 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Ohio

Cavaliers 401(k) Plan covers 354 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $37M.

$37M
total plan assets (2022 EOY)
354
covered participants
85th
percentile by assets (of 139,126 plans)
$104,477
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cavaliers 401(k) Plan sits by total assets

Cavaliers 401(k) Plan vs every filed plan by assets

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

$36,984,743 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Cavaliers 401(k) Plan reports 354 participants - about 46% of that state average ($37M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$37M
Net Income-$6M
Employer EIN202194334
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavaliers Holdings, LLC)

$30M$40M$50M$60M 202220232024 $37M $54M ▲ +46.1%
Total plan assets by year, all Cavaliers Holdings, LLC plans on file
Year Plans Participants Total Assets
2022 1 354 $37M
2023 1 391 $46M
2024 1 444 $54M

Nearby 401(k) Plans in Ohio

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

Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cavaliers 401(k) Plan, Total assets ($B): 0.036984743 · Participants: 354Cavaliers 401(k) PlanThe Sherwin-Williams…, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings P…Marathon Petroleum T…, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum T…
Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cavaliers 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Cavaliers 401(k) Plan assets move in 2022?
Cavaliers 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $43M to $37M. Reported net income was -$6M.
How have Cavaliers Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Cavaliers Holdings, LLC's sponsor-wide assets grew 46.1%, from $37M to $54M.
Where does Cavaliers 401(k) Plan rank by assets among Form 5500 filers?
Cavaliers 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cavaliers 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bvpv Styrenics LLC Savings Plan for U.S. Employees in PA ($37M, 118 participants).

Filing takeaways

Ways to act on Cavaliers 401(k) Plan's numbers.