Cava Group, Inc. 401(K) Plan — Form 5500 plan (Cava Holding Company, A Delaware Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cava Group, Inc. 401(K) Plan is a benefit plan reported by Cava Holding Company, A Delaware Corporation under EIN 47-3426661 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,884 participants and $14,020,900 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.5MPlan net assets, end of year$13,471,838
Participants4.9KCovered participants reported4,884
Assets / participant$2.9KComputed: assets ÷ participants$2,871 (computed)
Provider compensation$162.4K2 Schedule C provider row(s)$162,401
Plan sponsor
Cava Holding Company, A Delaware Corporation
EIN
47-3426661
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,884H, C20241010194821NAL0021695777001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14M total assets
Net assets$13.5MLiabilities$549.1K
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.9M
Benefits paid / distributions$1.5M
Contributions
Employer$266.1K
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$14,020,900
Total liabilities (EOY)
$549,062
Net assets (EOY)
$13,471,838
Net assets (BOY)
$9,807,112

Income & contributions

Employer contributions
$266,098
Participant contributions
$2,323,265
Total contributions
$3,361,283
Total income / additions
$5,555,827

Expenses & distributions

Benefits paid
$1,452,197
Administrative expenses
$167,011
Total expenses
$1,891,101
Net increase / (decrease)
$3,664,726
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$134,693$02023
Wilmington Trust National AssocADVISOR$27,708not reported in the loaded dataset2023

Related Form 5500 pages