401(k) · DOL Form 5500 · 2024
Cavalier Distributing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 365
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $31,237
- Avg per participant Low balance/head
Official DOL plan name: Cavalier Distributing Retirement Plan · Sponsored by Cavalier Distributing Company, Inc. · Ohio · Wholesale Trade
$11M in assets, 365 participants
Cavalier Distributing Company, Inc.'s Cavalier Distributing Retirement Plan reported $11M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,063 in Wholesale Trade (6,080 peers)
Coverage in Ohio
Cavalier Distributing Retirement Plan covers 365 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $11M.
- #3,063
- in Wholesale Trade (6,080 peers)
- +22.2%
- assets growth YoY
Cavalier Distributing Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Cavalier Distributing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,401,407 Top 41% higher than 59% 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
Cavalier Distributing Retirement 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. Cavalier Distributing Retirement Plan sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cavalier Distributing Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Cavalier Distributing Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 311356420 · Cavalier Distributing Company, Inc. PY 2024 · 401(k)
Cavalier Distributing Retirement Plan · $11M · 365 · 59th
- EOY $11M
- EOY 365
- EOY 59th
- EOY 401(k)
- EOY near Tufankjian Automotive Group 401(k) Plan
- EOY ind #3063
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 Wholesale Trade retirement plans → · Plans in Ohio →
Cavalier Distributing Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 311356420 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cavalier Distributing Company, Inc.)
Sponsor-wide plan assets over time
All Cavalier Distributing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 61.14220175057983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $7M |
| 2023 | 1 | 367 | $9M |
| 2024 | 1 | 365 | $11M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Cavalier Distributing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Tufankjian Automotive Group 401(k) Plan in MA ($11M); by covered participants it is Johnny Was 401(k) Plan in CA (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Tufankjian Automotive Group 401(k) Plan (MA) $11M · 129
- Asea 401(k) Plan (UT) $11M · 212
- Attom Data Solutions, LLC 401 (K) Plan (CA) $11M · 91
- Nichiha U.S.a., Inc. 401(k) Profit Sharing Plan (GA) $11M · 671
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Johnny Was 401(k) Plan (CA) 365 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 365 · 0 off
- Third Coast Bank 401(k) and Employee Stock Ownership Plan (TX) 365 · 0 off
- Boys & Girls Clubs of Delaware Inc. Retirement Plan (DE) 365 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.