401(k) · DOL Form 5500 · 2024

Caravella Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
35th
Percentile by assets National rank
$367,195
Avg per participant High balance/head
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Official DOL plan name: Caravella Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Caravella Group, Inc. · New Jersey · Administrative & Support Services

$3M in assets, 9 participants

Caravella Group, Inc.'s Caravella Group, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,566 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Caravella Group, Inc. 401(k) Profit Sharing Plan ranks #2,566 of 4,368 2024 filers by assets (873% of the sector average)-$3M for 9 participants.

#2,566
in Administrative & Support Services (4,368 peers)
+158.0%
assets growth YoY

Caravella Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Caravella Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,304,757 35th percentile higher than 35% 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

Caravella Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caravella Group, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caravella Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$914K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caravella Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371636518 · Caravella Group, Inc. PY 2024 · 401(k)

Caravella Group, Inc. 401(k) Profit Sharing Plan · $3M · 9 · 35th

  • EIN $3M
  • EIN 9
  • EIN 35th
  • EIN 401(k)
  • EIN near Cla USA, Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #2566

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 New Jersey →

Caravella Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Farmers Edge Inc. 401(k) Plan$3MCaravella Group, Inc. 401(k) Profit Sharing PlanCaravella Group, Inc. 401(k)…$3MCla USA, Inc 401(k) Profit Sharing Plan & TrustCla USA, Inc 401(k) Profit S…$3MBatten Bros., Inc. Profit Sharing PlanBatten Bros., Inc. Profit Sh…$3MFalcons Management 401(k) PlanFalcons Management 401(k) Pl…$3M
End-of-year total assets ($M) among Caravella Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN371636518
Plan Effective Date2011-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Caravella Group, Inc.)

Sponsor-wide plan assets over time

All Caravella Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 50.60087559999836% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $2.19M $3.3M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $1M
2024 1 9 $3M

Nearby 401(k) Plans in New Jersey

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

Caravella Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Caravella Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003304757 · Participants: 9Caravella Group, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Caravella Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Caravella Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Caravella Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Cla USA, Inc 401(k) Profit Sharing Plan & Trust in TX ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Caravella Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Caravella Group, Inc. 401(k) Profit Sharing Plan surged - up 158.0% during 2024, from $1M to $3M. Reported net income was $2M.
How have Caravella Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caravella Group, Inc.'s sponsor-wide assets grew 50.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Caravella Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cla USA, Inc 401(k) Profit Sharing Plan & Trust in TX ($3M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Caravella Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 371636518.

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.