Profit Sharing · DOL Form 5500 · 2023

Dr. Raymond Cavaliere Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
42nd
Percentile by assets National rank
$863,654
Avg per participant High balance/head
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Official DOL plan name: Dr. Raymond Cavaliere Profit Sharing Plan · Sponsored by Dr. Raymond Cavaliere · New York · Healthcare & Social Assistance

$4M in assets, 5 participants

Dr. Raymond Cavaliere's Dr. Raymond Cavaliere Profit Sharing Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,925 in Healthcare & Social Assistance (17,684 peers)

Dr. Raymond Cavaliere multi-year trail

Dr. Raymond Cavaliere's plans moved +38.6% in assets from 2022 to 2024; this filing shows Dr. Raymond Cavaliere Profit Sharing Plan at $4M / 5 participants.

#7,925
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY

Dr. Raymond Cavaliere Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Raymond Cavaliere Profit Sharing Plan vs every filed plan by assets

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

$4,318,271 42nd percentile higher than 42% 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

Dr. Raymond Cavaliere 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. Dr. Raymond Cavaliere Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Raymond Cavaliere Profit Sharing Plan reported net income rose from -$945K in the plan year 2022 filing to $737K in the plan year 2023 filing.
  • Dr. Raymond Cavaliere Profit Sharing Plan end-of-year assets rose 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 133637081 · Dr. Raymond Cavaliere PY 2023 · Profit Sharing

Dr. Raymond Cavaliere Profit Sharing Plan · $4M · 5 · 42nd

  • ASSETS $4M
  • PCT 5
  • EIN 42nd
  • RANK Profit Sharing
  • PHOTO near North American Security Retirement Plan
  • IND ind #7925

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Dr. Raymond Cavaliere Profit Sharing Plan in the asset neighbourhood

Dr. Raymond Cavaliere Profit Sharing PlanDr. Raymond Cavaliere Profit…$4MNorth American Security Retirement PlanNorth American Security Reti…$4MAllen M. Putterman Md Sc Profit Sharing Plan and TrustAllen M. Putterman Md Sc Pro…$4MCentury, Inc. Profit Sharing PlanCentury, Inc. Profit Sharing…$4MPocrass & De Los Reyes, LLP Profit Sharing PlanPocrass & De Los Reyes, LLP …$4M
End-of-year total assets ($M) among Dr. Raymond Cavaliere Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Raymond Cavaliere multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Raymond Cavaliere plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.64688197309377% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.58M $4.97M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $4M
2024 1 6 $5M

Dr. Raymond Cavaliere filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$737K
Employer EIN133637081
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Dr. Raymond Cavaliere Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Dr. Raymond Cavaliere Profit Sharing Plan, Total assets ($B): 0.004318271 · Participants: 5Dr. Raymond Cavaliere Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Dr. Raymond Cavaliere Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Dr. Raymond Cavaliere Profit Sharing Plan side-by-side with 3 peers →

Dr. Raymond Cavaliere Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is North American Security Retirement Plan in OK ($4M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Dr. Raymond Cavaliere Profit Sharing Plan assets move in 2023? ▼
Dr. Raymond Cavaliere Profit Sharing Plan grew sharply - up 20.6% during 2023, from $4M to $4M. Reported net income was $737K.
How have Dr. Raymond Cavaliere plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Raymond Cavaliere's sponsor-wide assets grew 38.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Dr. Raymond Cavaliere Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is North American Security Retirement Plan in OK ($4M, 539 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Raymond Cavaliere Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 133637081.

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.