Profit Sharing · DOL Form 5500 · 2024
Dr. Raymond Cavaliere Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $827,635
- Avg per participant High balance/head
Official DOL plan name: Dr. Raymond Cavaliere Profit Sharing Plan · Sponsored by Dr. Raymond Cavaliere · New York · Healthcare & Social Assistance
$5M in assets, 6 participants
Dr. Raymond Cavaliere's Dr. Raymond Cavaliere Profit Sharing Plan reported $5M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,601 in Healthcare & Social Assistance (16,916 peers)
Dr. Raymond Cavaliere multi-year trail
Dr. Raymond Cavaliere's plans moved +38.6% in assets from 2022 to 2024; this filing shows Dr. Raymond Cavaliere Profit Sharing Plan at $5M / 6 participants.
- #7,601
- in Healthcare & Social Assistance (16,916 peers)
- +15.0%
- assets growth YoY
Dr. Raymond Cavaliere Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dr. Raymond Cavaliere Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,965,810 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dr. Raymond Cavaliere 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. Dr. Raymond Cavaliere Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dr. Raymond Cavaliere Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Dr. Raymond Cavaliere Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Dr. Raymond Cavaliere Profit Sharing Plan reported net income fell from $737K in the plan year 2023 filing to $648K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133637081 · Dr. Raymond Cavaliere PY 2024 · Profit Sharing
Dr. Raymond Cavaliere Profit Sharing Plan · $5M · 6 · 42nd
- EOY $5M
- 5500 6
- ASSETS 42nd
- PCT Profit Sharing
- EIN near Group H Capital Corporation Profit Sharing Plan and Trust
- RANK ind #7601
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Dr. Raymond Cavaliere Profit Sharing Plan in the asset neighbourhood
Dr. Raymond Cavaliere multi-year asset trail
Sponsor-wide plan assets over time
All Dr. Raymond Cavaliere plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 38.64688197309377% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $4M |
| 2023 | 1 | 5 | $4M |
| 2024 | 1 | 6 | $5M |
Dr. Raymond Cavaliere filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $648K |
| Employer EIN | 133637081 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Dr. Raymond Cavaliere Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Group H Capital Corporation Profit Sharing Plan and Trust in VA ($5M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.