401(k)
2024 plan-year 401(k) DOL Form 5500

CVAUSA MANAGEMENT, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CVAUSA MANAGEMENT, LLC

This 401(k) plan holds $132M in total assets and serves 203 participants as of 2024. It is sponsored by CVAUSA MANAGEMENT, LLC in Florida. The plan reported positive net income of $19M for the year.

Total Assets (2023)
$132M
Participants
203
State
Industry
Healthcare & Social Assistance

What the Filing Says About CVAUSA MANAGEMENT, LLC 401(K) PLAN

CVAUSA MANAGEMENT, LLC 401(K) PLAN is a 401(k) retirement plan sponsored by CVAUSA MANAGEMENT, LLC, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 203 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 873915207, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2024 to $132M at year-end — a gain of 493.4%. Net assets (after liabilities) closed the year at $132M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$132M
Net Assets (End of Year)$132M
Net Income$19M
Plan Type401(k)
Employer EIN873915207
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CVAUSA MANAGEMENT, LLC)

Year Plans Participants Total Assets
2023 1 74 $22M
2024 1 203 $132M

Nearby 401(k) Plans in Florida

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Frequently Asked Questions

How much money is in the CVAUSA MANAGEMENT, LLC 401(K) PLAN?
As of the 2024 Form 5500 filing, CVAUSA MANAGEMENT, LLC 401(K) PLAN holds $132M in total assets with 203 participants. It is sponsored by CVAUSA MANAGEMENT, LLC.
What type of plan is CVAUSA MANAGEMENT, LLC 401(K) PLAN?
CVAUSA MANAGEMENT, LLC 401(K) PLAN is a 401(k) plan. It has been effective since 2023-01-01. The plan is filed with the U.S. Department of Labor under EIN 873915207.
Who sponsors the CVAUSA MANAGEMENT, LLC 401(K) PLAN?
CVAUSA MANAGEMENT, LLC 401(K) PLAN is sponsored by CVAUSA MANAGEMENT, LLC, located in Florida. The sponsor's EIN is 873915207 and the plan operates in the Healthcare & Social Assistance industry.
How did CVAUSA MANAGEMENT, LLC 401(K) PLAN perform in 2024?
CVAUSA MANAGEMENT, LLC 401(K) PLAN grew by 493.4% during 2024, moving from $22M to $132M in total assets. Net income was $19M.
Where can I find official filings for CVAUSA MANAGEMENT, LLC 401(K) PLAN?
Official Form 5500 filings for CVAUSA MANAGEMENT, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 873915207 or plan name at efast.dol.gov.
How does CVAUSA MANAGEMENT, LLC 401(K) PLAN compare to other plans?
You can compare CVAUSA MANAGEMENT, LLC 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 873915207.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.