401(k) · DOL Form 5500 · 2024

Caravel Academy 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
123
Participants Small participant base
58th
Percentile by assets National rank
$88,615
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caravel Academy 401(k) Plan · Sponsored by Caravel Academy · Delaware · Other Services

$11M in assets, 123 participants

Caravel Academy's Caravel Academy 401(k) Plan reported $11M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,856 in Other Services (7,719 peers)

Coverage in Delaware

Caravel Academy 401(k) Plan covers 123 participants in Delaware, about 23% of the average Delaware filer (state average ~536 per filing). Assets: $11M.

#5,856
in Other Services (7,719 peers)
+6.3%
assets growth YoY

Caravel Academy 401(k) Plan's mid-pack asset rank among Other Services and all filers

Caravel Academy 401(k) Plan vs every filed plan by assets

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

$10,899,590 Top 42% higher than 58% 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

Caravel Academy 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. Caravel Academy 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caravel Academy 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $649K in the plan year 2024 filing.
  • Caravel Academy 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Caravel Academy 401(k) Plan reported participants fell from 127 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222602110 · Caravel Academy PY 2024 · 401(k)

Caravel Academy 401(k) Plan · $11M · 123 · 58th

  • RANK $11M
  • PHOTO 123
  • IND 58th
  • EOY 401(k)
  • 5500 near Smith 401(k) Plan
  • ASSETS ind #5856

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 Other Services retirement plans → · Plans in Delaware →

Caravel Academy 401(k) Plan in the asset neighbourhood

Caravel Academy 401(k) Plan$11MSmith 401(k) Plan$11MWatertronics 401(k) Plan$11MOrion Bancorporation, Inc. Retirement Savings PlanOrion Bancorporation, Inc. R…$11MLow Temp Industries, Inc. Savings and Profit Sharing PlanLow Temp Industries, Inc. Sa…$11M
End-of-year total assets ($M) among Caravel Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delaware filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$649K
Employer EIN222602110
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caravel Academy)

Sponsor-wide plan assets over time

All Caravel Academy plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.102768700286575% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.78M $10.9M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 113 $9M
2023 1 127 $10M
2024 1 123 $11M

Nearby 401(k) Plans in Delaware

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

Caravel Academy 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Caravel Academy 401(k) Plan, Total assets ($B): 0.01089959 · Participants: 123Caravel Academy 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Caravel Academy 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Caravel Academy 401(k) Plan side-by-side with 3 peers →

Caravel Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Smith 401(k) Plan in OH ($11M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Caravel Academy 401(k) Plan assets move in 2024? ▼
Caravel Academy 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $10M to $11M. Reported net income was $649K.
How have Caravel Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caravel Academy's sponsor-wide assets grew 24.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Caravel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith 401(k) Plan in OH ($11M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Caravel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 222602110.

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.