401(k) · DOL Form 5500 · 2024

Cavaliers Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
444
Participants Below avg headcount
85th
Percentile by assets National rank
$121,679
Avg per participant Near avg balance/head
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Official DOL plan name: Cavaliers 401(k) Plan · Sponsored by Cavaliers Holdings, LLC · Ohio · Arts, Entertainment & Recreation

$54M in assets, 444 participants

Cavaliers Holdings, LLC's Cavaliers 401(k) Plan reported $54M in total assets and 444 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,671 in Arts, Entertainment & Recreation (2,921 peers)

Where Cavaliers 401(k) Plan sits by assets

Cavaliers 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 444 participants (~$121,679/participant), up 18.0% in 2024.

#2,671
in Arts, Entertainment & Recreation (2,921 peers)
+18.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cavaliers 401(k) Plan's outsized position by total assets

Cavaliers 401(k) Plan vs every filed plan by assets

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

$54,025,652 Top 15% higher than 85% 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

Cavaliers 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. Cavaliers 401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cavaliers 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Cavaliers 401(k) Plan reported participants rose from 391 in the plan year 2023 filing to 444 in the plan year 2024 filing.
  • Cavaliers 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202194334 · Cavaliers Holdings, LLC PY 2024 · 401(k)

Cavaliers 401(k) Plan · $54M · 444 · 85th

  • PART $54M
  • PART 444
  • PART 85th
  • PART 401(k)
  • PART near The Specialty Mfg. Co. 401(k) Profit Sharing Plan
  • PART ind #2671

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 Ohio →

Cavaliers 401(k) Plan in the asset neighbourhood

Rosecrance 401(k) Savings PlanRosecrance 401(k) Savings Pl…$54MCavaliers 401(k) Plan$54MThe Specialty Mfg. Co. 401(k) Profit Sharing PlanThe Specialty Mfg. Co. 401(k…$54MLyons Magnus Employees' Retirement Savings PlanLyons Magnus Employees' Reti…$54MWest Michigan Plumbers Fitters & Service Trades Local Union No 174 401(k) Retirement Savings PlanWest Michigan Plumbers Fitte…$54M
End-of-year total assets ($M) among Cavaliers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN202194334
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavaliers Holdings, LLC)

Sponsor-wide plan assets over time

All Cavaliers Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 46.07551010966874% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37M $54M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 354 $37M
2023 1 391 $46M
2024 1 444 $54M

Nearby 401(k) Plans in Ohio

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

Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cavaliers 401(k) Plan, Total assets ($B): 0.054025652 · Participants: 444Cavaliers 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Cavaliers 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cavaliers 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($54M); by covered participants it is Sba Defined Contribution Plan for Citizens and Farmers Bank in VA (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Cavaliers 401(k) Plan assets move in 2024? ▼
Cavaliers 401(k) Plan grew sharply - up 18.0% during 2024, from $46M to $54M. Reported net income was $8M.
How have Cavaliers Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavaliers Holdings, LLC's sponsor-wide assets grew 46.1%, from $37M to $54M.
Where does Cavaliers 401(k) Plan rank by assets among Form 5500 filers? ▼
Cavaliers 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cavaliers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($54M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Cavaliers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sba Defined Contribution Plan for Citizens and Farmers Bank in VA (444 participants, $60M 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 202194334.

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.