401(k) · DOL Form 5500 · 2022

Ab Carval Investors, LP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
132
Participants Small participant base
78th
Percentile by assets National rank
$163,621
Avg per participant Above avg balance/head
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Official DOL plan name: Carval Investors Savings Plan · Sponsored by Ab Carval Investors, LP · Minnesota · Professional & Technical Services

$22M in assets, 132 participants

Ab Carval Investors, LP's Carval Investors Savings Plan reported $22M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,976 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Carval Investors Savings Plan covers 132 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#16,976
in Professional & Technical Services (21,562 peers)
+4.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Carval Investors Savings Plan's outsized position by total assets

Carval Investors Savings Plan vs every filed plan by assets

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

$21,597,910 Top 22% higher than 78% 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

Carval Investors Savings 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. Carval Investors Savings Plan sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 203793520 · Ab Carval Investors, LP PY 2022 · 401(k)

Carval Investors Savings Plan · $22M · 132 · 78th

  • BOOK $22M
  • VS-ST 132
  • BOY 78th
  • SCH 401(k)
  • EBSA near Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan
  • PART ind #16976

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Carval Investors Savings Plan in the asset neighbourhood

Carval Investors Savings Plan$22MMedical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing PlanMedical Health Associates of…$22MBest Line Leasing, Inc. 401(k) PlanBest Line Leasing, Inc. 401(…$22MName Brands, Inc Employees Profit Sharing PlanName Brands, Inc Employees P…$22MThe Sefa Group, Inc. Profit Sharing PlanThe Sefa Group, Inc. Profit …$22M
End-of-year total assets ($M) among Carval Investors Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN203793520
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ab Carval Investors, LP)

Sponsor-wide plan assets over time

All Ab Carval Investors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 47.72719675190794% vs 2022
2023 filing year
$20M$25M$30M$35M 20222023 $21.6M $31.9M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 132 $22M
2023 2 286 $32M

Nearby 401(k) Plans in Minnesota

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

Carval Investors Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Carval Investors Savings Plan, Total assets ($B): 0.02159791 · Participants: 132Carval Investors Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Carval Investors Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carval Investors Savings Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan in NY ($22M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Carval Investors Savings Plan assets move in 2022? ▼
Carval Investors Savings Plan edged up modestly - up 4.9% during 2022, from $21M to $22M. Reported net income was $1M.
How have Ab Carval Investors, LP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ab Carval Investors, LP's sponsor-wide assets grew 47.7%, from $22M to $32M.
Where does Carval Investors Savings Plan rank by assets among Form 5500 filers? ▼
Carval Investors Savings Plan ranks in the 78th 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 Carval Investors Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan in NY ($22M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Carval Investors Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 203793520.

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.