401(k) · DOL Form 5500 · 2023
Cavco Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 5,263
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $26,514
- Avg per participant Low balance/head
Official DOL plan name: Cavco Industries, Inc. 401(k) Plan · Sponsored by Cavco Industries, Inc. · Arizona · Manufacturing
$140M in assets, 5,263 participants
Cavco Industries, Inc.'s Cavco Industries, Inc. 401(k) Plan reported $140M in total assets and 5,263 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,770 in Manufacturing (18,722 peers)
Coverage in Arizona
Cavco Industries, Inc. 401(k) Plan covers 5,263 participants in Arizona, 9.3x the typical Arizona plan (state average ~564 per filing). Assets: $140M.
- #16,770
- in Manufacturing (18,722 peers)
- +20.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Cavco Industries, Inc. 401(k) Plan's outsized position by total assets
Cavco Industries, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,545,484 Top 7% higher than 93% 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
Cavco Industries, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cavco Industries, Inc. 401(k) Plan lands in the large band (5,263 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cavco Industries, Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Cavco Industries, Inc. 401(k) Plan end-of-year assets rose from $116M in the plan year 2022 filing to $140M in the plan year 2023 filing.
- Cavco Industries, Inc. 401(k) Plan reported participants rose from 4,665 in the plan year 2022 filing to 5,263 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 562405642 · Cavco Industries, Inc. PY 2023 · 401(k)
Cavco Industries, Inc. 401(k) Plan · $140M · 5,263 · 93rd
- EOY $140M
- 5500 5,263
- ASSETS 93rd
- PCT 401(k)
- EIN near The Management Tax Savings Investment Plan for Knights of Columbus
- RANK ind #16770
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 Manufacturing retirement plans → · Plans in Arizona →
Cavco Industries, Inc. 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $24M |
| Employer EIN | 562405642 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cavco Industries, Inc.)
Sponsor-wide plan assets over time
All Cavco Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $182M 56.980257258431465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,665 | $116M |
| 2023 | 1 | 5,263 | $140M |
| 2024 | 1 | 4,661 | $182M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Scale composition for Cavco Industries, Inc. 401(k) Plan
Cavco Industries, Inc. 401(k) Plan reports $140M in end-of-year assets across 5,263 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $26,514 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $24M.
This plan identity (EIN 562405642, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $116M to $182M (+57.0%) while covered participants moved from 4,665 to 4,661 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,665 | $116M | Open filing |
| 2023 | 5,263 | $140M | This page |
| 2024 · index core | 4,661 | $182M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cavco Industries, Inc. 401(k) Plan (401(k), $182M, 4,661 participants)
Cavco Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is The Management Tax Savings Investment Plan for Knights of Columbus in CT ($139M); by covered participants it is Bellin Health 401(k) Retirement Plan in WI (5,261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- The Management Tax Savings Investment Plan for Knights of Columbus (CT) $139M · 613
- Availity, L.L.C. 401(k) Retirement Savings Plan (FL) $139M · 1,397
- The Schusterman Interests, LLC Employees' Thrift Retirement Plan (OK) $140M · 339
- Cte 401(k) Plan (NC) $139M · 1,725
Similar participant headcount
Nearest other-state filings by covered participants (5,263 participants); asset peers above are excluded.
- Bellin Health 401(k) Retirement Plan (WI) 5,261 · 2 off
- Agiliti 401(k) (MN) 5,260 · 3 off
- Vsp Retirement Plan (CA) 5,266 · 3 off
- Two Farms Inc. Employees' 401(k) Profit Sharing (MD) 5,259 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.