401(k) · DOL Form 5500 · 2023

Caravel Academy 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
127
Participants Small participant base
59th
Percentile by assets National rank
$80,710
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caravel Academy 401(k) Plan · Sponsored by Caravel Academy · Delaware · Other Services

$10M in assets, 127 participants

Caravel Academy's Caravel Academy 401(k) Plan reported $10M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,025 in Other Services (7,857 peers)

Coverage in Delaware

Caravel Academy 401(k) Plan covers 127 participants in Delaware, about 24% of the average Delaware filer (state average ~536 per filing). Assets: $10M.

#6,025
in Other Services (7,857 peers)
+16.7%
assets growth YoY

Caravel Academy 401(k) Plan's mid-pack asset rank among Other Services and all filers

Caravel Academy 401(k) Plan vs every filed plan by assets

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

$10,250,219 Top 41% higher than 59% 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

Caravel Academy 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. Caravel Academy 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caravel Academy 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caravel Academy 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Caravel Academy 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222602110 · Caravel Academy PY 2023 · 401(k)

Caravel Academy 401(k) Plan · $10M · 127 · 59th

  • PCT $10M
  • EIN 127
  • RANK 59th
  • PHOTO 401(k)
  • IND near Your People Professionals Multiple Employer Plan
  • EOY ind #6025

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 Other Services retirement plans → · Plans in Delaware →

Caravel Academy 401(k) Plan in the asset neighbourhood

Caravel Academy 401(k) Plan$10MYour People Professionals Multiple Employer PlanYour People Professionals Mu…$10MMm Packaging Puerto Rico Retirement PlanMm Packaging Puerto Rico Ret…$10MPsychiatric Medical Care LLC 401(k) PlanPsychiatric Medical Care LLC…$10MBrookside Equipment Sales Inc 401(k) PlanBrookside Equipment Sales In…$10M
End-of-year total assets ($M) among Caravel Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN222602110
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caravel Academy)

Sponsor-wide plan assets over time

All Caravel Academy plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.102768700286575% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.78M $10.9M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 113 $9M
2023 1 127 $10M
2024 1 123 $11M

Nearby 401(k) Plans in Delaware

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

Caravel Academy 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Caravel Academy 401(k) Plan, Total assets ($B): 0.010250219 · Participants: 127Caravel Academy 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Caravel Academy 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Caravel Academy 401(k) Plan side-by-side with 3 peers →

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

Outside Delaware, the nearest 401(k) by assets is Your People Professionals Multiple Employer Plan in CA ($10M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Caravel Academy 401(k) Plan assets move in 2023? ▼
Caravel Academy 401(k) Plan grew sharply - up 16.7% during 2023, from $9M to $10M. Reported net income was $1M.
How have Caravel Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caravel Academy's sponsor-wide assets grew 24.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Caravel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Your People Professionals Multiple Employer Plan in CA ($10M, 397 participants).
Which 401(k) plans cover a similar participant headcount to Caravel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 222602110.

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.