Plan5500

Cavco Industries, Inc. 401(K) Plan — Form 5500 plan (Cavco Industries, Inc.)

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, Cavco Industries, Inc. 401(K) Plan is a benefit plan reported by Cavco Industries, Inc. under EIN 56-2405642 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,312 participants and $139,545,484 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$139.5MPlan net assets, end of year$139,545,484
Participants7.3KCovered participants reported7,312
Assets / participant$19.1KComputed: assets ÷ participants$19,084 (computed)
Provider compensation$560.9K4 Schedule C provider row(s)$560,870
Plan sponsor
Cavco Industries, Inc.
EIN
56-2405642
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    7,312 participants · 2Sch HSch C
    View filing →
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)$139.5M total assets
Net assets$139.5MLiabilities$0
Money in vs. money out
Total income / additions$37.9M
Total expenses$14.1M
Benefits paid / distributions$13.4M
Contributions
Employer$3.1M
Participant$14.6M
Full reported line items

Net assets

Total assets (EOY)
$139,545,484
Total liabilities (EOY)
$0
Net assets (EOY)
$139,545,484
Net assets (BOY)
$115,824,542

Income & contributions

Employer contributions
$3,094,470
Participant contributions
$14,625,417
Total contributions
$18,362,026
Total income / additions
$37,853,464

Expenses & distributions

Benefits paid
$13,435,757
Administrative expenses
$560,870
Total expenses
$14,132,522
Net increase / (decrease)
$23,720,942
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 17%Participant 83%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$404.5K
    RECORDKEEPER · Direct $404.5K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$119.6K
    INVESTMENT MGMT · Direct $119.6K
  3. 3
    Global Retirement Partners LLC$36.8K
    INVESTMENT ADVISOR · Direct $36.8K
  4. 4
    Ifp Advisors Inc Dba Independent Fi$1
    OTHER · Direct $1

What to inspect next

Frequently asked questions

Who sponsors the Cavco Industries, Inc. 401(K) Plan?
Cavco Industries, Inc. 401(K) Plan is reported as sponsored by Cavco Industries, Inc. (EIN 56-2405642, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cavco Industries, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Cavco Industries, Inc. 401(K) Plan is 2023.
How many participants does Cavco Industries, Inc. 401(K) Plan report?
Cavco Industries, Inc. 401(K) Plan reports 7,312 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cavco Industries, Inc. 401(K) Plan?
Cavco Industries, Inc. 401(K) Plan reports $139,545,484 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages