401(k) · DOL Form 5500 · 2023
Cvc Advisors (U.S.) Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $269,545
- Avg per participant High balance/head
Official DOL plan name: Cvc Advisors (U.S.) Inc. Retirement Plan · Sponsored by Cvc Advisors (U.S.) Inc. · New York · Finance & Insurance
$20M in assets, 73 participants
Cvc Advisors (U.S.) Inc.'s Cvc Advisors (U.S.) Inc. Retirement Plan reported $20M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,215 in Finance & Insurance (8,869 peers)
Cvc Advisors (U.S.) Inc. multi-year trail
Cvc Advisors (U.S.) Inc.'s plans moved +58.9% in assets from 2022 to 2024; this filing shows Cvc Advisors (U.S.) Inc. Retirement Plan at $20M / 73 participants.
- #5,215
- in Finance & Insurance (8,869 peers)
- +33.6%
- assets growth YoY
Cvc Advisors (U.S.) Inc. Retirement Plan's outsized position by total assets
Cvc Advisors (U.S.) Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,676,761 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cvc Advisors (U.S.) Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvc Advisors (U.S.) Inc. Retirement Plan is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cvc Advisors (U.S.) Inc. Retirement Plan reported net income rose from -$983K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Cvc Advisors (U.S.) Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Cvc Advisors (U.S.) Inc. Retirement Plan reported participants rose from 63 in the plan year 2022 filing to 73 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 208325245 · Cvc Advisors (U.S.) Inc. PY 2023 · 401(k)
Cvc Advisors (U.S.) Inc. Retirement Plan · $20M · 73 · 72nd
- VS-ST $20M
- VS-ST 73
- VS-ST 72nd
- VS-ST 401(k)
- VS-ST near Mainetoday Media 401(k) Plan
- VS-ST ind #5215
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 New York →
Cvc Advisors (U.S.) Inc. Retirement Plan in the asset neighbourhood
Cvc Advisors (U.S.) Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cvc Advisors (U.S.) Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 58.94189791706541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $15M |
| 2023 | 1 | 73 | $20M |
| 2024 | 1 | 77 | $23M |
Cvc Advisors (U.S.) Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 208325245 |
| Plan Effective Date | 2007-08-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Cvc Advisors (U.S.) Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mainetoday Media 401(k) Plan in ME ($20M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Mainetoday Media 401(k) Plan (ME) $20M · 457
- The Md Group LLC 401(k) Profit Sharing Plan & Trust (WI) $20M · 511
- Wallace Roberts & Todd, L.L.C. 401(k) Plan (PA) $20M · 115
- Lovelace Scientific Resources 401(k) Plan (NM) $20M · 60
Similar participant headcount
Nearest other-state filings by covered participants (73 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.