401(k) · DOL Form 5500 · 2023

Caviness & Cates Building and 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
168
Participants Small participant base
41st
Percentile by assets National rank
$25,046
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caviness & Cates Building and Development 401(k) · Sponsored by Caviness & Cates Building and · North Carolina · Construction

$4M in assets, 168 participants

Caviness & Cates Building and's Caviness & Cates Building and Development 401(k) reported $4M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,515 in Construction (9,030 peers)

Coverage in North Carolina

Caviness & Cates Building and Development 401(k) covers 168 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#3,515
in Construction (9,030 peers)
+47.2%
assets growth YoY

Caviness & Cates Building and Development 401(k)'s mid-pack asset rank among Construction and all filers

Caviness & Cates Building and Development 401(k) vs every filed plan by assets

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

$4,207,702 41st percentile higher than 41% 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

Caviness & Cates Building and Development 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caviness & Cates Building and Development 401(k) sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caviness & Cates Building and Development 401(k) reported net income rose from $380K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caviness & Cates Building and Development 401(k) end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caviness & Cates Building and Development 401(k) reported participants rose from 159 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562119964 · Caviness & Cates Building and PY 2023 · 401(k)

Caviness & Cates Building and Development 401(k) · $4M · 168 · 41st

  • ASSETS $4M
  • PCT 168
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Franklin Bookkeeping Services, Inc. 401(k) Plan
  • IND ind #3515

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 Construction retirement plans → · Plans in North Carolina →

Caviness & Cates Building and Development 401(k) in the asset neighbourhood

Caviness & Cates Building and Development 401(k)Caviness & Cates Building an…$4MFranklin Bookkeeping Services, Inc. 401(k) PlanFranklin Bookkeeping Service…$4MLeiszler Oil Company, Inc. Profit Sharing TrustLeiszler Oil Company, Inc. P…$4MDino Hospitality, LLC 401(k) PlanDino Hospitality, LLC 401(k)…$4MCountry Club of York Employees' Retirement Savings PlanCountry Club of York Employe…$4M
End-of-year total assets ($M) among Caviness & Cates Building and Development 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN562119964
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caviness & Cates Building and)

Sponsor-wide plan assets over time

All Caviness & Cates Building and plans reported in each filing year

Latest sponsor-wide plan assets
$5M 85.38216743239632% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.86M $5.3M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 168 $4M
2024 1 147 $5M

Nearby 401(k) Plans in North Carolina

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

Caviness & Cates Building and Development 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Caviness & Cates Building and Development 401(k), Total assets ($B): 0.004207702 · Participants: 168Caviness & Cates Building and Development 401(k)The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Caviness & Cates Building and Development 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Caviness & Cates Building and Development 401(k) side-by-side with 3 peers →

Caviness & Cates Building and Development 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Franklin Bookkeeping Services, Inc. 401(k) Plan in LA ($4M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Caviness & Cates Building and Development 401(k) assets move in 2023? ▼
Caviness & Cates Building and Development 401(k) surged - up 47.2% during 2023, from $3M to $4M. Reported net income was $1M.
How have Caviness & Cates Building and plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caviness & Cates Building and's sponsor-wide assets grew 85.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Caviness & Cates Building and Development 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Bookkeeping Services, Inc. 401(k) Plan in LA ($4M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Caviness & Cates Building and Development 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 562119964.

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.