401(k) · DOL Form 5500 · 2023

Cavaliere of Colorado LLC 401(k) Plan

Data updated 2026-08-25

$789K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$788,900
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.O.C. Solo 401(k) Trust · Sponsored by Cavaliere of Colorado LLC · Colorado · Real Estate

$789K in assets, 1 participants

Cavaliere of Colorado LLC's C.O.C. Solo 401(k) Trust reported $789K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,782 in Real Estate (4,727 peers)

Cavaliere of Colorado LLC multi-year trail

Cavaliere of Colorado LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows C.O.C. Solo 401(k) Trust at $789K / 1 participant.

#1,782
in Real Estate (4,727 peers)
+19.8%
assets growth YoY

C.O.C. Solo 401(k) Trust among the smaller filed plans by assets

C.O.C. Solo 401(k) Trust vs every filed plan by assets

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

$788,900 22nd percentile higher than 22% 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

C.O.C. Solo 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. C.O.C. Solo 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

  • C.O.C. Solo 401(k) Trust reported net income rose from $45K in the plan year 2022 filing to $125K in the plan year 2023 filing.
  • C.O.C. Solo 401(k) Trust end-of-year assets rose from $659K in the plan year 2022 filing to $789K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463644806 · Cavaliere of Colorado LLC PY 2023 · 401(k)

C.O.C. Solo 401(k) Trust · $789K · 1 · 22nd

  • TYPE $789K
  • NET 1
  • BOOK 22nd
  • VS-ST 401(k)
  • BOY near Infrastructure Rehabilitation, U.S.a., Inc. Profit Sharing / 401(k) Plan
  • SCH ind #1782

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 Real Estate retirement plans → · Plans in Colorado →

C.O.C. Solo 401(k) Trust in the asset neighbourhood

C.O.C. Solo 401(k) Trust$789KInfrastructure Rehabilitation, U.S.a., Inc. Profit Sharing / 401(k) PlanInfrastructure Rehabilitatio…$789KChristopher Atkinson Inc 401(k) PlanChristopher Atkinson Inc 401…$789KFiat Lux Ventures Inc 401(k) PlanFiat Lux Ventures Inc 401(k)…$789KMac2, PLLC 401(k) Profit Sharing PlanMac2, PLLC 401(k) Profit Sha…$789K
End-of-year total assets ($M) among C.O.C. Solo 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cavaliere of Colorado LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cavaliere of Colorado LLC plans reported in each filing year

Latest sponsor-wide plan assets
$941K 42.82312889015766% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.66M $0.94M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 1 $659K
2023 1 1 $789K
2024 1 1 $941K

Cavaliere of Colorado LLC filing trail (2023)

Total Assets (Beginning of Year)$659K
Net Assets (End of Year)$783K
Net Income$125K
Employer EIN463644806
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

C.O.C. Solo 401(k) Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants C.O.C. Solo 401(k) Trust, Total assets ($B): 0.0007889 · Participants: 1C.O.C. Solo 401(k) TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
C.O.C. Solo 401(k) Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare C.O.C. Solo 401(k) Trust side-by-side with 3 peers →

C.O.C. Solo 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Infrastructure Rehabilitation, U.S.a., Inc. Profit Sharing / 401(k) Plan in LA ($789K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

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 C.O.C. Solo 401(k) Trust assets move in 2023? ▼
C.O.C. Solo 401(k) Trust grew sharply - up 19.8% during 2023, from $659K to $789K. Reported net income was $125K.
How have Cavaliere of Colorado LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavaliere of Colorado LLC's sponsor-wide assets grew 42.8%, from $659K to $941K.
Where does C.O.C. Solo 401(k) Trust rank by assets among Form 5500 filers? ▼
C.O.C. Solo 401(k) Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to C.O.C. Solo 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Infrastructure Rehabilitation, U.S.a., Inc. Profit Sharing / 401(k) Plan in LA ($789K, 6 participants).
Which 401(k) plans cover a similar participant headcount to C.O.C. Solo 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 463644806.

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.