401(k) · DOL Form 5500 · 2022

Cavaliers Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
354
Participants Below avg headcount
85th
Percentile by assets National rank
$104,477
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,805
in Arts, Entertainment & Recreation (3,077 peers)
-13.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Cavaliers 401(k) Plan's outsized position 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 $2,050,000,000 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

Cavaliers 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cavaliers 401(k) Plan sits mid-pack in the medium band (354 participants).

DOL schedule card

Filing strip 202194334 · Cavaliers Holdings, LLC PY 2022 · 401(k)

Cavaliers 401(k) Plan · $37M · 354 · 85th

  • BOY $37M
  • BOY 354
  • BOY 85th
  • BOY 401(k)
  • BOY near Bvpv Styrenics LLC Savings Plan for U.S. Employees
  • BOY ind #2805

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Cavaliers 401(k) Plan in the asset neighbourhood

Pennant 401(k) Retirement Savings PlanPennant 401(k) Retirement Sa…$37MWinchester Emergency Physicians, P.C. 401(k) Profit Sharing PlanWinchester Emergency Physici…$37MSuncast Corporation Savings and Investment PlanSuncast Corporation Savings …$37MCavaliers 401(k) Plan$37MBvpv Styrenics LLC Savings Plan for U.S. EmployeesBvpv Styrenics LLC Savings P…$37M
End-of-year total assets ($M) among Cavaliers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Cavaliers Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 46.07551010966874% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37M $54M ▲ +46.1%
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 Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cavaliers 401(k) Plan side-by-side with 3 peers →

Cavaliers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bvpv Styrenics LLC Savings Plan for U.S. Employees in PA ($37M); by covered participants it is Mb Precision Company 401(k) Plan in CT (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 participants); asset peers above are excluded.

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 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).
Which 401(k) plans cover a similar participant headcount to Cavaliers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mb Precision Company 401(k) Plan in CT (354 participants, $17M 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 202194334.

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.