401(k) · DOL Form 5500 · 2024
Cavaliere of Colorado LLC 401(k) Plan
Data updated 2026-08-25
- $941K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $940,566
- Avg per participant High balance/head
Official DOL plan name: C.O.C. Solo 401(k) Trust · Sponsored by Cavaliere of Colorado LLC · Colorado · Real Estate
$941K in assets, 1 participants
Cavaliere of Colorado LLC's C.O.C. Solo 401(k) Trust reported $941K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,813 in Real Estate (4,605 peers)
Cavaliere of Colorado LLC multi-year trail
Cavaliere of Colorado LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows C.O.C. Solo 401(k) Trust at $941K / 1 participant.
- #1,813
- in Real Estate (4,605 peers)
- +19.2%
- assets growth YoY
C.O.C. Solo 401(k) Trust among the smaller filed plans by assets
C.O.C. Solo 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$940,566 23rd percentile higher than 23% 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
C.O.C. Solo 401(k) Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.O.C. Solo 401(k) Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C.O.C. Solo 401(k) Trust reported net income rose from $125K in the plan year 2023 filing to $153K in the plan year 2024 filing.
- C.O.C. Solo 401(k) Trust end-of-year assets rose from $789K in the plan year 2023 filing to $941K in the plan year 2024 filing.
DOL schedule card
Filing strip 463644806 · Cavaliere of Colorado LLC PY 2024 · 401(k)
C.O.C. Solo 401(k) Trust · $941K · 1 · 23rd
- BOY $941K
- BOY 1
- BOY 23rd
- BOY 401(k)
- BOY near Reliant Advisors & Associates Retirement Plan
- BOY ind #1813
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 Real Estate retirement plans → · Plans in Colorado →
C.O.C. Solo 401(k) Trust in the asset neighbourhood
Cavaliere of Colorado LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cavaliere of Colorado LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $941K 42.82312889015766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $659K |
| 2023 | 1 | 1 | $789K |
| 2024 | 1 | 1 | $941K |
Cavaliere of Colorado LLC filing trail (2024)
| Total Assets (Beginning of Year) | $789K |
|---|---|
| Net Assets (End of Year) | $936K |
| Net Income | $153K |
| Employer EIN | 463644806 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
C.O.C. Solo 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Reliant Advisors & Associates Retirement Plan in TX ($941K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($941K here).
- Reliant Advisors & Associates Retirement Plan (TX) $941K · 5
- Beachtime Ventures Inc. Retirement Plan (IN) $941K · 6
- Maolnich Enterprises Inc. Retirement Plan (VA) $941K · 14
- Metyl Retirement Plan (TX) $940K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.