401(k) · DOL Form 5500 · 2024

Corvus Wealth Advisors LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$293,923
Avg per participant High balance/head
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Official DOL plan name: Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan · Sponsored by Corvus Wealth Advisors LLC · California · Finance & Insurance

$4M in assets, 12 participants

Corvus Wealth Advisors LLC's Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,057 in Finance & Insurance (8,549 peers)

Corvus Wealth Advisors LLC multi-year trail

Corvus Wealth Advisors LLC's plans moved +71.9% in assets from 2022 to 2024; this filing shows Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan at $4M / 12 participants.

#2,057
in Finance & Insurance (8,549 peers)
+28.3%
assets growth YoY

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,527,081 36th percentile higher than 36% 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

Corvus Wealth Advisors LLC 401(k) Profit Sharing 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. Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan reported net income rose from $699K in the plan year 2023 filing to $777K in the plan year 2024 filing.
  • Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 853315053 · Corvus Wealth Advisors LLC PY 2024 · 401(k)

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan · $4M · 12 · 36th

  • SCH $4M
  • SCH 12
  • SCH 36th
  • SCH 401(k)
  • SCH near Whataburger of Mesquite, Inc. Profit Sharing Plan
  • SCH ind #2057

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 California →

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Corvus Wealth Advisors LLC 401(k) Profit Sharing PlanCorvus Wealth Advisors LLC 4…$4MWhataburger of Mesquite, Inc. Profit Sharing PlanWhataburger of Mesquite, Inc…$4MExotech, Inc. Retirement Plan$4MEightcap, Inc. 401(k) Retirement PlanEightcap, Inc. 401(k) Retire…$4MG10 401(k) Plan$4M
End-of-year total assets ($M) among Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Corvus Wealth Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Corvus Wealth Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 71.9326304747123% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.05M $3.53M ▲ +72.2%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 11 $3M
2024 1 12 $4M

Corvus Wealth Advisors LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$777K
Employer EIN853315053
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003527081 · Participants: 12Corvus Wealth Advisors LLC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX ($4M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan grew sharply - up 28.3% during 2024, from $3M to $4M. Reported net income was $777K.
How have Corvus Wealth Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corvus Wealth Advisors LLC's sponsor-wide assets grew 71.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX ($4M, 612 participants).
Which 401(k) plans cover a similar participant headcount to Corvus Wealth Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 853315053.

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.