401(k) · DOL Form 5500 · 2022

Cavalier Distributing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
342
Participants Below avg headcount
58th
Percentile by assets National rank
$20,688
Avg per participant Low balance/head
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Official DOL plan name: Cavalier Distributing Retirement Plan · Sponsored by Cavalier Distributing Company, Inc. · Ohio · Wholesale Trade

$7M in assets, 342 participants

Cavalier Distributing Company, Inc.'s Cavalier Distributing Retirement Plan reported $7M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,266 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Cavalier Distributing Retirement Plan covers 342 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#3,266
in Wholesale Trade (6,843 peers)
-4.8%
assets change YoY

The plan reported a net loss of $357K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cavalier Distributing Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Cavalier Distributing Retirement Plan vs every filed plan by assets

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

$7,075,370 Top 42% higher than 58% 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

Cavalier Distributing Retirement 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. Cavalier Distributing Retirement Plan sits mid-pack in the medium band (342 participants).

EBSA filing schedule strip

Filing strip 311356420 · Cavalier Distributing Company, Inc. PY 2022 · 401(k)

Cavalier Distributing Retirement Plan · $7M · 342 · 58th

  • EIN $7M
  • EIN 342
  • EIN 58th
  • EIN 401(k)
  • EIN near Fiduciary Counselors 401(k) Plan
  • EIN ind #3266

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 Wholesale Trade retirement plans → · Plans in Ohio →

Cavalier Distributing Retirement Plan in the asset neighbourhood

Cavalier Distributing Retirement PlanCavalier Distributing Retire…$7MFiduciary Counselors 401(k) PlanFiduciary Counselors 401(k) …$7MAustin Country Club, Inc. 401(k) PlanAustin Country Club, Inc. 40…$7MH. John Feldman, P. a. Retirement PlanH. John Feldman, P. a. Retir…$7MRiviera Country Club 401(k) Retirement PlanRiviera Country Club 401(k) …$7M
End-of-year total assets ($M) among Cavalier Distributing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$357K
Employer EIN311356420
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavalier Distributing Company, Inc.)

Sponsor-wide plan assets over time

All Cavalier Distributing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 61.14220175057983% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.08M $11.4M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 342 $7M
2023 1 367 $9M
2024 1 365 $11M

Nearby 401(k) Plans in Ohio

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

Cavalier Distributing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cavalier Distributing Retirement Plan, Total assets ($B): 0.00707537 · Participants: 342Cavalier Distributing Retirement 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
Cavalier Distributing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cavalier Distributing Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Fiduciary Counselors 401(k) Plan in DC ($7M); by covered participants it is Culinaire 401(k) Plan in TX (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Cavalier Distributing Retirement Plan assets move in 2022? ▼
Cavalier Distributing Retirement Plan edged down modestly - down 4.8% during 2022, from $7M to $7M. Reported net income was -$357K.
How have Cavalier Distributing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavalier Distributing Company, Inc.'s sponsor-wide assets grew 61.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Cavalier Distributing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiduciary Counselors 401(k) Plan in DC ($7M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Cavalier Distributing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (342 participants, $8M 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 311356420.

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.