401(k) · DOL Form 5500 · 2023

Carvaka, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
768
Participants Near avg headcount
56th
Percentile by assets National rank
$11,819
Avg per participant Low balance/head
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Official DOL plan name: Necco 401(k) Plan · Sponsored by Carvaka, LLC · Ohio · Healthcare & Social Assistance

$9M in assets, 768 participants

Carvaka, LLC's Necco 401(k) Plan reported $9M in total assets and 768 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,996 in Healthcare & Social Assistance (17,684 peers)

Carvaka, LLC multi-year trail

Carvaka, LLC's plans moved +30.9% in assets from 2022 to 2024; this filing shows Necco 401(k) Plan at $9M / 768 participants.

#10,996
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

Necco 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$9,077,074 Top 44% higher than 56% 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

Necco 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. Necco 401(k) Plan sits mid-pack in the medium band (768 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Necco 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Necco 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Necco 401(k) Plan reported participants fell from 795 in the plan year 2022 filing to 768 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611352732 · Carvaka, LLC PY 2023 · 401(k)

Necco 401(k) Plan · $9M · 768 · 56th

  • NET $9M
  • NET 768
  • NET 56th
  • NET 401(k)
  • NET near Labor Finders International, Inc. 401(k) Profit Sharing Plan
  • NET ind #10996

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Necco 401(k) Plan in the asset neighbourhood

Necco 401(k) Plan$9MLabor Finders International, Inc. 401(k) Profit Sharing PlanLabor Finders International,…$9MShoreline Insurance Agency, Inc. 401(k) Profit Sharing PlanShoreline Insurance Agency, …$9MWoodley's Fine Furniture, Inc. Retirement PlanWoodley's Fine Furniture, In…$9MSun State International Trucks, LLC. 401(k) Retirement PlanSun State International Truc…$9M
End-of-year total assets ($M) among Necco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carvaka, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carvaka, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.933098727643532% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.5M $9.82M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 795 $8M
2023 1 768 $9M
2024 1 729 $10M

Carvaka, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN611352732
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Necco 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Necco 401(k) Plan, Total assets ($B): 0.009077074 · Participants: 768Necco 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
Necco 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Necco 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Labor Finders International, Inc. 401(k) Profit Sharing Plan in FL ($9M); by covered participants it is Big River Steel 401(k) Plan in PA (768 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (768 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 Necco 401(k) Plan assets move in 2023? ▼
Necco 401(k) Plan grew sharply - up 21.0% during 2023, from $8M to $9M. Reported net income was $2M.
How have Carvaka, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carvaka, LLC's sponsor-wide assets grew 30.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Necco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labor Finders International, Inc. 401(k) Profit Sharing Plan in FL ($9M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Necco 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big River Steel 401(k) Plan in PA (768 participants, $50M 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 611352732.

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.