401(k) · DOL Form 5500 · 2024

Cvc Advisors (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
77
Participants Small participant base
73rd
Percentile by assets National rank
$303,917
Avg per participant High balance/head
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Official DOL plan name: Cvc Advisors (U.S.) Inc. Retirement Plan · Sponsored by Cvc Advisors (U.S.) Inc. · New York · Finance & Insurance

$23M in assets, 77 participants

Cvc Advisors (U.S.) Inc.'s Cvc Advisors (U.S.) Inc. Retirement Plan reported $23M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,069 in Finance & Insurance (8,549 peers)

Cvc Advisors (U.S.) Inc. multi-year trail

Cvc Advisors (U.S.) Inc.'s plans moved +58.9% in assets from 2022 to 2024; this filing shows Cvc Advisors (U.S.) Inc. Retirement Plan at $23M / 77 participants.

#5,069
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY

Cvc Advisors (U.S.) Inc. Retirement Plan's outsized position by total assets

Cvc Advisors (U.S.) Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,401,591 Top 27% higher than 73% of 123,620 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 2024

Cvc Advisors (U.S.) Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvc Advisors (U.S.) Inc. Retirement Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cvc Advisors (U.S.) Inc. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cvc Advisors (U.S.) Inc. Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Cvc Advisors (U.S.) Inc. Retirement Plan reported participants rose from 73 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 208325245 · Cvc Advisors (U.S.) Inc. PY 2024 · 401(k)

Cvc Advisors (U.S.) Inc. Retirement Plan · $23M · 77 · 73rd

  • 5500 $23M
  • ASSETS 77
  • PCT 73rd
  • EIN 401(k)
  • RANK near Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan
  • PHOTO ind #5069

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 Finance & Insurance retirement plans → · Plans in New York →

Cvc Advisors (U.S.) Inc. Retirement Plan in the asset neighbourhood

Cvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$23MHerregan Distributors, Inc. Employee Profit Sharing - 401(k) PlanHerregan Distributors, Inc. …$23MNational Distribution & Contracting, Inc. 401(k) Profit Sharing PlanNational Distribution & Cont…$23MCongruity Hr Retirement Savings PlanCongruity Hr Retirement Savi…$23MCopeland Buhl & Company, Pllp Profit Sharing PlanCopeland Buhl & Company, Pll…$23M
End-of-year total assets ($M) among Cvc Advisors (U.S.) Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cvc Advisors (U.S.) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cvc Advisors (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 58.94189791706541% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.4M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 63 $15M
2023 1 73 $20M
2024 1 77 $23M

Cvc Advisors (U.S.) Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN208325245
Plan Effective Date2007-08-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cvc Advisors (U.S.) Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cvc Advisors (U.S.) Inc. Retirement Plan, Total assets ($B): 0.023401591 · Participants: 77Cvc Advisors (U.S.) Inc. Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Cvc Advisors (U.S.) Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cvc Advisors (U.S.) Inc. Retirement Plan side-by-side with 3 peers →

Cvc Advisors (U.S.) Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan in MN ($23M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cvc Advisors (U.S.) Inc. Retirement Plan assets move in 2024? ▼
Cvc Advisors (U.S.) Inc. Retirement Plan grew sharply - up 18.9% during 2024, from $20M to $23M. Reported net income was $4M.
How have Cvc Advisors (U.S.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cvc Advisors (U.S.) Inc.'s sponsor-wide assets grew 58.9%, from $15M to $23M.
Which 401(k) plans are similar in size to Cvc Advisors (U.S.) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan in MN ($23M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Cvc Advisors (U.S.) Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208325245.

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.