401(k) · DOL Form 5500 · 2024

Cavalry Investments, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
258
Participants Below avg headcount
71st
Percentile by assets National rank
$82,445
Avg per participant Below avg balance/head
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Official DOL plan name: Cavalry Investments, LLC 401(k) Plan · Sponsored by Cavalry Investments, LLC · Connecticut · Administrative & Support Services

$21M in assets, 258 participants

Cavalry Investments, LLC's Cavalry Investments, LLC 401(k) Plan reported $21M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,717 in Administrative & Support Services (4,368 peers)

Coverage in Connecticut

Cavalry Investments, LLC 401(k) Plan covers 258 participants in Connecticut, about 36% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#3,717
in Administrative & Support Services (4,368 peers)
+24.1%
assets growth YoY

Cavalry Investments, LLC 401(k) Plan's outsized position by total assets

Cavalry Investments, LLC 401(k) Plan vs every filed plan by assets

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

$21,270,861 Top 29% higher than 71% 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

Cavalry Investments, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cavalry Investments, LLC 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cavalry Investments, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Cavalry Investments, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cavalry Investments, LLC 401(k) Plan reported participants rose from 254 in the plan year 2023 filing to 258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911934086 · Cavalry Investments, LLC PY 2024 · 401(k)

Cavalry Investments, LLC 401(k) Plan · $21M · 258 · 71st

  • EOY $21M
  • EOY 258
  • EOY 71st
  • EOY 401(k)
  • EOY near Fair Health, Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #3717

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 Connecticut →

Cavalry Investments, LLC 401(k) Plan in the asset neighbourhood

Cavalry Investments, LLC 401(k) PlanCavalry Investments, LLC 401…$21MFair Health, Inc. 401(k) Profit Sharing Plan and TrustFair Health, Inc. 401(k) Pro…$21MMillard Lumber Inc. Salary Savings PlanMillard Lumber Inc. Salary S…$21MUniversal Industries Employees' Profit Sharing and 401(k) PlanUniversal Industries Employe…$21MPenny Lane 401(k) Retirement PlanPenny Lane 401(k) Retirement…$21M
End-of-year total assets ($M) among Cavalry Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN911934086
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavalry Investments, LLC)

Sponsor-wide plan assets over time

All Cavalry Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.06663467622981% vs 2023
2024 filing year
$16M$18M$20M$22M 20232024 $17.1M $21.3M ▲ +24.1%
Year Plans Participants Total Assets
2023 1 254 $17M
2024 1 258 $21M

Nearby 401(k) Plans in Connecticut

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

Cavalry Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cavalry Investments, LLC 401(k) Plan, Total assets ($B): 0.021270861 · Participants: 258Cavalry Investments, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Cavalry Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Cavalry Investments, LLC 401(k) Plan side-by-side with 3 peers →

Cavalry Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Fair Health, Inc. 401(k) Profit Sharing Plan and Trust in NY ($21M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Cavalry Investments, LLC 401(k) Plan assets move in 2024? ▼
Cavalry Investments, LLC 401(k) Plan grew sharply - up 24.1% during 2024, from $17M to $21M. Reported net income was $4M.
How have Cavalry Investments, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cavalry Investments, LLC's sponsor-wide assets grew 24.1%, from $17M to $21M.
Which 401(k) plans are similar in size to Cavalry Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fair Health, Inc. 401(k) Profit Sharing Plan and Trust in NY ($21M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Cavalry Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants, $3M 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 911934086.

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.