401(k) · DOL Form 5500 · 2023

Ab Carval Investors, LP 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
142
Participants Small participant base
80th
Percentile by assets National rank
$224,690
Avg per participant Above avg balance/head
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Official DOL plan name: Carval Investors Savings Plan · Sponsored by Ab Carval Investors, LP · Minnesota · Professional & Technical Services

$32M in assets, 142 participants

Ab Carval Investors, LP's Carval Investors Savings Plan reported $32M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,387 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Carval Investors Savings Plan covers 142 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $32M.

#16,387
in Professional & Technical Services (20,321 peers)
+47.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carval Investors Savings Plan's outsized position by total assets

Carval Investors Savings Plan vs every filed plan by assets

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

$31,905,987 Top 20% higher than 80% 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

Carval Investors Savings Plan 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. Carval Investors Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carval Investors Savings Plan reported net income rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Carval Investors Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Carval Investors Savings Plan reported participants rose from 132 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203793520 · Ab Carval Investors, LP PY 2023 · 401(k)

Carval Investors Savings Plan · $32M · 142 · 80th

  • TYPE $32M
  • NET 142
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Clsa Americas, LLC 401(k) Savings Plan
  • SCH ind #16387

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Carval Investors Savings Plan in the asset neighbourhood

Carval Investors Savings Plan$32MClsa Americas, LLC 401(k) Savings PlanClsa Americas, LLC 401(k) Sa…$32MAssociated Asphalt Partners Retirement and Savings PlanAssociated Asphalt Partners …$32MSheppard Pratt Health System Thrift PlanSheppard Pratt Health System…$32MWb Holdings, Inc. 401(k) Plan$32M
End-of-year total assets ($M) among Carval Investors Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$32M
Net Income$10M
Employer EIN203793520
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ab Carval Investors, LP)

Sponsor-wide plan assets over time

All Ab Carval Investors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$32M 47.72719675190794% vs 2022
2023 filing year
$20M$25M$30M$35M 20222023 $21.6M $31.9M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 132 $22M
2023 2 286 $32M

Nearby 401(k) Plans in Minnesota

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

Carval Investors Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Carval Investors Savings Plan, Total assets ($B): 0.031905987 · Participants: 142Carval Investors Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Carval Investors Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Carval Investors Savings Plan side-by-side with 3 peers →

Carval Investors Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Clsa Americas, LLC 401(k) Savings Plan in NY ($32M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Carval Investors Savings Plan assets move in 2023? ▼
Carval Investors Savings Plan surged - up 47.7% during 2023, from $22M to $32M. Reported net income was $10M.
How have Ab Carval Investors, LP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ab Carval Investors, LP's sponsor-wide assets grew 47.7%, from $22M to $32M.
Where does Carval Investors Savings Plan rank by assets among Form 5500 filers? ▼
Carval Investors Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carval Investors Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clsa Americas, LLC 401(k) Savings Plan in NY ($32M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Carval Investors Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 203793520.

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.