401(k) · DOL Form 5500 · 2024

Caven Enterprises, Incorporated 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
73
Participants Small participant base
52nd
Percentile by assets National rank
$113,607
Avg per participant Below avg balance/head
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Official DOL plan name: Caven Enterprises 401(k) Plan · Sponsored by Caven Enterprises, Incorporated · Texas · Food Services & Accommodation

$8M in assets, 73 participants

Caven Enterprises, Incorporated's Caven Enterprises 401(k) Plan reported $8M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,019 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Caven Enterprises 401(k) Plan ranks #3,019 of 3,672 2024 filers by assets (236% of the sector average)-$8M for 73 participants.

#3,019
in Food Services & Accommodation (3,672 peers)
+10.7%
assets growth YoY

Caven Enterprises 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Caven Enterprises 401(k) Plan vs every filed plan by assets

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

$8,293,343 Top 48% higher than 52% 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

Caven Enterprises 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caven Enterprises 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caven Enterprises 401(k) Plan reported net income rose from -$984K in the plan year 2023 filing to $804K in the plan year 2024 filing.
  • Caven Enterprises 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Caven Enterprises 401(k) Plan reported participants fell from 80 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752029811 · Caven Enterprises, Incorporated PY 2024 · 401(k)

Caven Enterprises 401(k) Plan · $8M · 73 · 52nd

  • RANK $8M
  • PHOTO 73
  • IND 52nd
  • EOY 401(k)
  • 5500 near Swiss Automation, Inc. 401(k) Plan
  • ASSETS ind #3019

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 Food Services & Accommodation retirement plans → · Plans in Texas →

Caven Enterprises 401(k) Plan in the asset neighbourhood

Caven Enterprises 401(k) Plan$8MSwiss Automation, Inc. 401(k) PlanSwiss Automation, Inc. 401(k…$8MS & B Metal Products, Inc. Compensation Deferral Thrift PlanS & B Metal Products, Inc. C…$8MNonotuck Resource Associates, Inc. 401(k) Profit Sharing PlanNonotuck Resource Associates…$8MAirclean Systems 401(k) Plan$8M
End-of-year total assets ($M) among Caven Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$804K
Employer EIN752029811
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caven Enterprises, Incorporated)

Sponsor-wide plan assets over time

All Caven Enterprises, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.227062920112687% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $8.48M $8.29M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 91 $8M
2023 1 80 $7M
2024 1 73 $8M

Nearby 401(k) Plans in Texas

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

Caven Enterprises 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caven Enterprises 401(k) Plan, Total assets ($B): 0.008293343 · Participants: 73Caven Enterprises 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Caven Enterprises 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caven Enterprises 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Swiss Automation, Inc. 401(k) Plan in IL ($8M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Caven Enterprises 401(k) Plan assets move in 2024? ▼
Caven Enterprises 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $7M to $8M. Reported net income was $804K.
How have Caven Enterprises, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caven Enterprises, Incorporated's sponsor-wide assets declined 2.2%, from $8M to $8M.
Which 401(k) plans are similar in size to Caven Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swiss Automation, Inc. 401(k) Plan in IL ($8M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Caven Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 752029811.

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.