401(k) · DOL Form 5500 · 2023

Cavaliers Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
391
Participants Below avg headcount
85th
Percentile by assets National rank
$117,115
Avg per participant Below avg balance/head
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Official DOL plan name: Cavaliers 401(k) Plan · Sponsored by Cavaliers Holdings, LLC · Ohio · Arts, Entertainment & Recreation

$46M in assets, 391 participants

Cavaliers Holdings, LLC's Cavaliers 401(k) Plan reported $46M in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,679 in Arts, Entertainment & Recreation (2,945 peers)

Where Cavaliers 401(k) Plan sits by assets

Cavaliers 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 391 participants (~$117,115/participant), up 23.8% in 2023.

#2,679
in Arts, Entertainment & Recreation (2,945 peers)
+23.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cavaliers 401(k) Plan's outsized position by total assets

Cavaliers 401(k) Plan vs every filed plan by assets

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

$45,792,060 Top 15% higher than 85% 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

Cavaliers 401(k) 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. Cavaliers 401(k) Plan sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cavaliers 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cavaliers 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Cavaliers 401(k) Plan reported participants rose from 354 in the plan year 2022 filing to 391 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202194334 · Cavaliers Holdings, LLC PY 2023 · 401(k)

Cavaliers 401(k) Plan · $46M · 391 · 85th

  • ASSETS $46M
  • PCT 391
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Centerpoint Properties Trust 401(k) Plan
  • IND ind #2679

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Cavaliers 401(k) Plan in the asset neighbourhood

Quikrete Companies Retirement Savings Plan for Forterra Collectively Bargained EmployeesQuikrete Companies Retiremen…$46MArvos Ljungstrom LLC 401(k) PlanArvos Ljungstrom LLC 401(k) …$46MCavaliers 401(k) Plan$46MCenterpoint Properties Trust 401(k) PlanCenterpoint Properties Trust…$46MWaukesha Gas Engines 401(k) PlanWaukesha Gas Engines 401(k) …$46M
End-of-year total assets ($M) among Cavaliers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$46M
Net Income$9M
Employer EIN202194334
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavaliers Holdings, LLC)

Sponsor-wide plan assets over time

All Cavaliers Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 46.07551010966874% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37M $54M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 354 $37M
2023 1 391 $46M
2024 1 444 $54M

Nearby 401(k) Plans in Ohio

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

Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cavaliers 401(k) Plan, Total assets ($B): 0.04579206 · Participants: 391Cavaliers 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cavaliers 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Centerpoint Properties Trust 401(k) Plan in IL ($46M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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 Cavaliers 401(k) Plan assets move in 2023? ▼
Cavaliers 401(k) Plan grew sharply - up 23.8% during 2023, from $37M to $46M. Reported net income was $9M.
How have Cavaliers Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavaliers Holdings, LLC's sponsor-wide assets grew 46.1%, from $37M to $54M.
Where does Cavaliers 401(k) Plan rank by assets among Form 5500 filers? ▼
Cavaliers 401(k) Plan ranks in the 85th 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 Cavaliers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerpoint Properties Trust 401(k) Plan in IL ($46M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Cavaliers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants, $343K 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 202194334.

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.