401(k) · DOL Form 5500 · 2023

Cavalier Distributing Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
367
Participants Below avg headcount
57th
Percentile by assets National rank
$25,416
Avg per participant Low balance/head
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Official DOL plan name: Cavalier Distributing Retirement Plan · Sponsored by Cavalier Distributing Company, Inc. · Ohio · Wholesale Trade

$9M in assets, 367 participants

Cavalier Distributing Company, Inc.'s Cavalier Distributing Retirement Plan reported $9M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,067 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Cavalier Distributing Retirement Plan covers 367 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#3,067
in Wholesale Trade (6,309 peers)
+31.8%
assets growth YoY

Cavalier Distributing Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Cavalier Distributing Retirement Plan vs every filed plan by assets

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

$9,327,492 Top 43% higher than 57% 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

Cavalier Distributing Retirement 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. Cavalier Distributing Retirement Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cavalier Distributing Retirement Plan reported net income rose from -$357K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cavalier Distributing Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cavalier Distributing Retirement Plan reported participants rose from 342 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311356420 · Cavalier Distributing Company, Inc. PY 2023 · 401(k)

Cavalier Distributing Retirement Plan · $9M · 367 · 57th

  • EBSA $9M
  • EBSA 367
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near Force Management Holdings LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #3067

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 Wholesale Trade retirement plans → · Plans in Ohio →

Cavalier Distributing Retirement Plan in the asset neighbourhood

Cavalier Distributing Retirement PlanCavalier Distributing Retire…$9MForce Management Holdings LLC 401(k) Profit Sharing Plan & TrustForce Management Holdings LL…$9MHarc, Inc. Union Employees 401(k) PlanHarc, Inc. Union Employees 4…$9MNaterra International, Inc. 401(k) PlanNaterra International, Inc. …$9MRefinery Terminal Fire Company 401(k) Profit Sharing PlanRefinery Terminal Fire Compa…$9M
End-of-year total assets ($M) among Cavalier Distributing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN311356420
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavalier Distributing Company, Inc.)

Sponsor-wide plan assets over time

All Cavalier Distributing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 61.14220175057983% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.08M $11.4M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 342 $7M
2023 1 367 $9M
2024 1 365 $11M

Nearby 401(k) Plans in Ohio

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

Cavalier Distributing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cavalier Distributing Retirement Plan, Total assets ($B): 0.009327492 · Participants: 367Cavalier Distributing Retirement 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
Cavalier Distributing Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cavalier Distributing Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Force Management Holdings LLC 401(k) Profit Sharing Plan & Trust in NC ($9M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Cavalier Distributing Retirement Plan assets move in 2023? ▼
Cavalier Distributing Retirement Plan surged - up 31.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Cavalier Distributing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavalier Distributing Company, Inc.'s sponsor-wide assets grew 61.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Cavalier Distributing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Force Management Holdings LLC 401(k) Profit Sharing Plan & Trust in NC ($9M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Cavalier Distributing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 311356420.

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.