401(k) · DOL Form 5500 · 2024
CVS Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $496K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $165,290
- Avg per participant Above avg balance/head
Official DOL plan name: CVS Entertainment Inc. Retirement Plan · Sponsored by CVS Holdings Inc. · North Carolina · Arts, Entertainment & Recreation
$496K in assets, 3 participants
CVS Holdings Inc.'s CVS Entertainment Inc. Retirement Plan reported $496K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #1,165 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, CVS Entertainment Inc. Retirement Plan ranks #1,165 of 2,921 2024 filers by assets (5600% of the sector average)-$496K for 3 participants.
- #1,165
- in Arts, Entertainment & Recreation (2,921 peers)
- +48.7%
- assets growth YoY
CVS Entertainment Inc. Retirement Plan among the smaller filed plans by assets
CVS Entertainment Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$495,870 18th percentile higher than 18% 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
CVS Entertainment Inc. Retirement 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. CVS Entertainment Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- CVS Entertainment Inc. Retirement Plan reported net income rose from $81K in the plan year 2023 filing to $162K in the plan year 2024 filing.
- CVS Entertainment Inc. Retirement Plan end-of-year assets rose from $333K in the plan year 2023 filing to $496K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 834091177 · CVS Holdings Inc. PY 2024 · 401(k)
CVS Entertainment Inc. Retirement Plan · $496K · 3 · 18th
- PHOTO $496K
- PHOTO 3
- PHOTO 18th
- PHOTO 401(k)
- PHOTO near Vftc Tr Rachel Anastasio Individual 401 (K)
- PHOTO ind #1165
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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →
CVS Entertainment Inc. Retirement Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $333K |
|---|---|
| Net Assets (End of Year) | $496K |
| Net Income | $162K |
| Employer EIN | 834091177 |
| Plan Effective Date | 2020-01-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (CVS Holdings Inc.)
Sponsor-wide plan assets over time
All CVS Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $496K 96.61386570448643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $252K |
| 2023 | 1 | 3 | $333K |
| 2024 | 1 | 3 | $496K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
CVS Entertainment Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Vftc Tr Rachel Anastasio Individual 401 (K) in CT ($496K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($496K here).
- Vftc Tr Rachel Anastasio Individual 401 (K) (CT) $496K · 1
- 3g Holdings, Inc. 401(k) Plan (IA) $496K · 5
- Adom Home Care, Inc. 401(k) Profit Sharing Plan (CA) $496K · 17
- Risco 401(k) Trust (FL) $496K · 1
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.