401(k) · DOL Form 5500 · 2023

Kaaveri Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kaaveri Corporation 401(k) Trust · Sponsored by Kaaveri Corporation · California · Professional & Technical Services

$3M in assets, 1 participants

Kaaveri Corporation's Kaaveri Corporation 401(k) Trust reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,263 in Professional & Technical Services (20,321 peers)

Kaaveri Corporation multi-year trail

Kaaveri Corporation's plans moved +5103.0% in assets from 2022 to 2023; this filing shows Kaaveri Corporation 401(k) Trust at $3M / 1 participant.

#6,263
in Professional & Technical Services (20,321 peers)
+5103.0%
assets growth YoY

Kaaveri Corporation 401(k) Trust's mid-pack asset rank among Professional & Technical Services and all filers

Kaaveri Corporation 401(k) Trust vs every filed plan by assets

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

$2,692,538 34th percentile higher than 34% 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

Kaaveri Corporation 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaaveri Corporation 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaaveri Corporation 401(k) Trust end-of-year assets rose from $52K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kaaveri Corporation 401(k) Trust reported net income rose from $52K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 882537035 · Kaaveri Corporation PY 2023 · 401(k)

Kaaveri Corporation 401(k) Trust · $3M · 1 · 34th

  • 5500 $3M
  • ASSETS 1
  • PCT 34th
  • EIN 401(k)
  • RANK near West Point Optical, LLC Retirement Savings Plan
  • PHOTO ind #6263

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 California →

Kaaveri Corporation 401(k) Trust in the asset neighbourhood

Kaaveri Corporation 401(k) TrustKaaveri Corporation 401(k) T…$3MWest Point Optical, LLC Retirement Savings PlanWest Point Optical, LLC Reti…$3MThe Panther Group, Inc. 401(k) PlanThe Panther Group, Inc. 401(…$3MJupiter Christian School, Inc. 401(k) Retirement PlanJupiter Christian School, In…$3MDynaserv 401(k) Plan$3M
End-of-year total assets ($M) among Kaaveri Corporation 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kaaveri Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kaaveri Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5102.971980676328% vs 2022
2023 filing year
$0M$1M$2M$3M 20222023 $0.05M $2.69M ▲ +5280.0%
Year Plans Participants Total Assets
2022 1 N/A $52K
2023 1 1 $3M

Kaaveri Corporation filing trail (2023)

Total Assets (Beginning of Year)$52K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN882537035
Plan Effective Date2022-05-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kaaveri Corporation 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kaaveri Corporation 401(k) Trust, Total assets ($B): 0.002692538 · Participants: 1Kaaveri Corporation 401(k) TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Kaaveri Corporation 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Kaaveri Corporation 401(k) Trust side-by-side with 3 peers →

Kaaveri Corporation 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is West Point Optical, LLC Retirement Savings Plan in OH ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kaaveri Corporation 401(k) Trust assets move in 2023? ▼
Kaaveri Corporation 401(k) Trust surged - up 5103.0% during 2023, from $52K to $3M. Reported net income was $2M.
How have Kaaveri Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kaaveri Corporation's sponsor-wide assets grew 5103.0%, from $52K to $3M.
Which 401(k) plans are similar in size to Kaaveri Corporation 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is West Point Optical, LLC Retirement Savings Plan in OH ($3M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Kaaveri Corporation 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 882537035.

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.