Profit Sharing · DOL Form 5500 · 2024

Larry L Cavalena Profit Sharing Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$216,735
Avg per participant Above avg balance/head
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Official DOL plan name: Larry L Cavalena Profit Sharing · Sponsored by Larry L Cavalena · Ohio · Finance & Insurance

$650K in assets, 3 participants

Larry L Cavalena's Larry L Cavalena Profit Sharing reported $650K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

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

Larry L Cavalena multi-year trail

Larry L Cavalena's plans moved +21.1% in assets from 2022 to 2024; this filing shows Larry L Cavalena Profit Sharing at $650K / 3 participants.

#922
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY

Larry L Cavalena Profit Sharing among the smaller filed plans by assets

Larry L Cavalena Profit Sharing vs every filed plan by assets

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

$650,205 20th percentile higher than 20% 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

Larry L Cavalena Profit Sharing among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Larry L Cavalena Profit Sharing is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Larry L Cavalena Profit Sharing reported net income rose from $50K in the plan year 2023 filing to $63K in the plan year 2024 filing.
  • Larry L Cavalena Profit Sharing end-of-year assets rose from $587K in the plan year 2023 filing to $650K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341732275 · Larry L Cavalena PY 2024 · Profit Sharing

Larry L Cavalena Profit Sharing · $650K · 3 · 20th

  • BOOK $650K
  • VS-ST 3
  • BOY 20th
  • SCH Profit Sharing
  • EBSA near Pioneer Northern Inc. Retirement Plan
  • PART ind #922

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 Ohio →

Larry L Cavalena Profit Sharing in the asset neighbourhood

Larry L Cavalena Profit SharingLarry L Cavalena Profit Shar…$650KPioneer Northern Inc. Retirement PlanPioneer Northern Inc. Retire…$650KDennis D Garrow Profit Sharing PlanDennis D Garrow Profit Shari…$650KRadfam Corporation Retirement PlanRadfam Corporation Retiremen…$650KCm Hospitality Partners, Inc. Retirement PlanCm Hospitality Partners, Inc…$650K
End-of-year total assets ($M) among Larry L Cavalena Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Larry L Cavalena multi-year asset trail

Sponsor-wide plan assets over time

All Larry L Cavalena plans reported in each filing year

Latest sponsor-wide plan assets
$650K 21.13514419852448% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.54M $0.65M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 3 $537K
2023 1 3 $587K
2024 1 3 $650K

Larry L Cavalena filing trail (2024)

Total Assets (Beginning of Year)$587K
Net Assets (End of Year)$650K
Net Income$63K
Employer EIN341732275
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Larry L Cavalena Profit Sharing vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Larry L Cavalena Profit Sharing, Total assets ($B): 0.000650205 · Participants: 3Larry L Cavalena Profit SharingCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Larry L Cavalena Profit Sharing vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Larry L Cavalena Profit Sharing side-by-side with 3 peers →

Larry L Cavalena Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Pioneer Northern Inc. Retirement Plan in CA ($650K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($650K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Larry L Cavalena Profit Sharing assets move in 2024? ▼
Larry L Cavalena Profit Sharing grew at a solid clip - up 10.8% during 2024, from $587K to $650K. Reported net income was $63K.
How have Larry L Cavalena plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larry L Cavalena's sponsor-wide assets grew 21.1%, from $537K to $650K.
Where does Larry L Cavalena Profit Sharing rank by assets among Form 5500 filers? ▼
Larry L Cavalena Profit Sharing ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Larry L Cavalena Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by assets is Pioneer Northern Inc. Retirement Plan in CA ($650K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Larry L Cavalena Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 341732275.

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.