401(k) · DOL Form 5500 · 2022

Cavalesso Management Corporation 401(k) Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$80,419
Avg per participant Below avg balance/head
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Official DOL plan name: Cavalesso Management Corporation Profit Sharing Plan · Sponsored by Cavalesso Management Corporation · Wyoming · Real Estate

$161K in assets, 2 participants

Cavalesso Management Corporation's Cavalesso Management Corporation Profit Sharing Plan reported $161K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #686 in Real Estate (5,057 peers)

Cavalesso Management Corporation multi-year trail

Cavalesso Management Corporation's plans moved -48.2% in assets from 2022 to 2024; this filing shows Cavalesso Management Corporation Profit Sharing Plan at $161K / 2 participants.

#686
in Real Estate (5,057 peers)
-60.4%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cavalesso Management Corporation Profit Sharing Plan among the smaller filed plans by assets

Cavalesso Management Corporation Profit Sharing Plan vs every filed plan by assets

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

$160,838 9th percentile higher than 9% 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

Cavalesso Management Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cavalesso Management Corporation Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 821904712 · Cavalesso Management Corporation PY 2022 · 401(k)

Cavalesso Management Corporation Profit Sharing Plan · $161K · 2 · 9th

  • NET $161K
  • BOOK 2
  • VS-ST 9th
  • BOY 401(k)
  • SCH near D-7 Roofing LLC 401(k) Plan
  • EBSA ind #686

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 Wyoming →

Cavalesso Management Corporation Profit Sharing Plan in the asset neighbourhood

Cavalesso Management Corporation Profit Sharing PlanCavalesso Management Corpora…$161KD-7 Roofing LLC 401(k) Plan$161KRift Valley Software, Inc. 401(k) PlanRift Valley Software, Inc. 4…$161KDrinks by the Case 401(k) Profit Sharing Plan & TrustDrinks by the Case 401(k) Pr…$161KVespa Foods Retirement Plan$161K
End-of-year total assets ($M) among Cavalesso Management Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cavalesso Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Cavalesso Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$83K 48.21373058605553% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.08M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 2 $161K
2023 1 2 $141K
2024 1 2 $83K

Cavalesso Management Corporation filing trail (2022)

Total Assets (Beginning of Year)$406K
Net Assets (End of Year)$161K
Net Income-$246K
Employer EIN821904712
Plan Effective Date2017-06-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Cavalesso Management Corporation Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Cavalesso Management Corporation Profit Sharing Plan, Total assets ($M): 0.160838 · Participants: 2Cavalesso Management Corporation Profit Sharing PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 140.627198 · Participants: 1268Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 119.599642 · Participants: 668Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 91.266859 · Participants: 564Trihydro Corporation 401(k) PlanTrue Companies Employees 401(k) Savings Plan, Total assets ($M): 51.801653 · Participants: 701True Companies Employees 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 41.442051 · Participants: 522Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Cavalesso Management Corporation Profit Sharing Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Cavalesso Management Corporation Profit Sharing Plan side-by-side with 3 peers →

Cavalesso Management Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is D-7 Roofing LLC 401(k) Plan in CO ($161K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cavalesso Management Corporation Profit Sharing Plan assets move in 2022? ▼
Cavalesso Management Corporation Profit Sharing Plan contracted severely - down 60.4% during 2022, from $406K to $161K. Reported net income was -$246K.
How have Cavalesso Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavalesso Management Corporation's sponsor-wide assets declined 48.2%, from $161K to $83K.
Where does Cavalesso Management Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cavalesso Management Corporation Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cavalesso Management Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D-7 Roofing LLC 401(k) Plan in CO ($161K, 107 participants).
Which 401(k) plans cover a similar participant headcount to Cavalesso Management Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 821904712.

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.