401(k) · DOL Form 5500 · 2023

Cavalry Investments, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 254
Participants Below avg headcount: 70th
Percentile by assets National rank: $67,499
Avg per participant Below avg balance/head

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Official DOL plan name: Cavalry Investments, LLC 401(k) Plan · Sponsored by Cavalry Investments, LLC · Connecticut · Administrative & Support Services

$17M in assets, 254 participants

Cavalry Investments, LLC's Cavalry Investments, LLC 401(k) Plan reported $17M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#3,687 in Administrative & Support Services (4,372 peers)

Coverage in Connecticut

Cavalry Investments, LLC 401(k) Plan covers 254 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#3,687
in Administrative & Support Services (4,372 peers): +25.9%
assets growth YoY

Cavalry Investments, LLC 401(k) Plan's outsized position by total assets

Cavalry Investments, LLC 401(k) Plan vs every filed plan by assets

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

$17,144,707 Top 30% higher than 70% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cavalry Investments, LLC 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. Cavalry Investments, LLC 401(k) Plan sits mid-pack in the medium band (254 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 911934086 · Cavalry Investments, LLC PY 2023 · 401(k)

Cavalry Investments, LLC 401(k) Plan · $17M · 254 · 70th

EIN $17M
RANK 254
PHOTO 70th
IND 401(k)
EOY near Tug Hill, Inc. 401(k) Plan
5500 ind #3687

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Cavalry Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$4M
Employer EIN	911934086
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cavalry Investments, LLC)

Latest sponsor-wide plan assets: $21M 24.06663467622981% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	254	$17M
2024	1	258	$21M

Nearby 401(k) Plans in Connecticut

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

Cavalry Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Cavalry Investments, LLC 401(k) Plan side-by-side with 3 peers →

Cavalry Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tug Hill, Inc. 401(k) Plan in TX ($17M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Tug Hill, Inc. 401(k) Plan (TX) $17M · 178
Delval Equipment Corporation 401(k) Profit Sharing Plan (PA) $17M · 103
Thomas J. Henry Retirement Plan (TX) $17M · 658
Q&d Construction LLC Retirement Plan (NV) $17M · 123

Similar participant headcount

Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.

Dennelisse Corporation 401(k) Plan (NY) 254 · 0 off
The Restated Thrift/Profit Sharing Plan for Cooperatives (IA) 254 · 0 off
Robinson Fans Holdings 401(k) & Profit Sharing Plan (PA) 254 · 0 off
Clk Management Co., Inc. 401(k) Profit Sharing Plan (MN) 254 · 0 off

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 Cavalry Investments, LLC 401(k) Plan assets move in 2023? ▼

Cavalry Investments, LLC 401(k) Plan grew sharply - up 25.9% during 2023, from $14M to $17M. Reported net income was $4M.

How have Cavalry Investments, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cavalry Investments, LLC's sponsor-wide assets grew 24.1%, from $17M to $21M.

Which 401(k) plans are similar in size to Cavalry Investments, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tug Hill, Inc. 401(k) Plan in TX ($17M, 178 participants).

Which 401(k) plans cover a similar participant headcount to Cavalry Investments, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (254 participants, $2M 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 911934086.