401(k) · DOL Form 5500 · 2023

Cavanah Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$505,744
Avg per participant High balance/head
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Official DOL plan name: Cavanah Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cavanah Associates, Inc. · Hawaii · Finance & Insurance

$4M in assets, 8 participants

Cavanah Associates, Inc.'s Cavanah Associates, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,525 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Cavanah Associates, Inc. 401(k) Profit Sharing Plan holds $4M for 8 participants - about $505,744 per participant, in the lower half of filed plans by assets.

#2,525
in Finance & Insurance (8,869 peers)
-5.6%
assets change YoY

The plan reported a net loss of $240K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cavanah Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Cavanah Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,045,948 40th percentile higher than 40% of 127,068 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 2023

Cavanah Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cavanah Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cavanah Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$643K in the plan year 2022 filing to -$240K in the plan year 2023 filing.
  • Cavanah Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Cavanah Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990172284 · Cavanah Associates, Inc. PY 2023 · 401(k)

Cavanah Associates, Inc. 401(k) Profit Sharing Plan · $4M · 8 · 40th

  • TYPE $4M
  • NET 8
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near Dean Lewis Associates 401(k) Profit Sharing Plan
  • SCH ind #2525

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 Hawaii →

Cavanah Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cavanah Associates, Inc. 401(k) Profit Sharing PlanCavanah Associates, Inc. 401…$4MDean Lewis Associates 401(k) Profit Sharing PlanDean Lewis Associates 401(k)…$4MGeneral Mortgage Capital Corpo 401(k) Profit Sharing Plan & TrustGeneral Mortgage Capital Cor…$4MCleveland Area Hospital Retirement PlanCleveland Area Hospital Reti…$4MBreakthrough Properties, L.L.C. 401(k) PlanBreakthrough Properties, L.L…$4M
End-of-year total assets ($M) among Cavanah Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$240K
Employer EIN990172284
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavanah Associates, Inc.)

Sponsor-wide plan assets over time

All Cavanah Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.63122466401392% vs 2022
2023 filing year
$4M$4.1M$4.2M$4.3M$4.4M 20222023 $4.29M $4.05M ▼ -5.6%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 2 8 $4M

Nearby 401(k) Plans in Hawaii

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

Cavanah Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Cavanah Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004045948 · Participants: 8Cavanah Associates, Inc. 401(k) Profit Sharing PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Cavanah Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Cavanah Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cavanah Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Dean Lewis Associates 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cavanah Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cavanah Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 5.6% during 2023, from $4M to $4M. Reported net income was -$240K.
How have Cavanah Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cavanah Associates, Inc.'s sponsor-wide assets declined 5.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Cavanah Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dean Lewis Associates 401(k) Profit Sharing Plan in CA ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Cavanah Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990172284.

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.