DFX Intelligence
Cafe X
Business services / Management consulting· New York, NY
As of · 2 sources, 18 observations, 3 events; scored 3 days ago
NAICS 541600Prior EIN 133747337 (until plan year 2024)
As of · 2 sources, 18 observations, 3 events; scored 3 days ago
What matters now
- $0.1M to $0.5Mprobable EBITDA
Probable EBITDA $0.1M to $0.5M on revenue of $1.3M to $2.4M, estimated from 10 employees.
Outside the $1M to $15M EBITDA range most independent sponsors state they buy.
InferenceDFX estimate from headcount on Form 5500, 55% confidence - 47dealability of 100
Why it fits: operating tenure +20, 31 years since earliest plan effective date (floor on age); sector demand +15, business services: sponsor demand index 1.00 (anonymised market prior); workforce stability +10, $921,094 retirement assets per participant suggests a long-tenured workforce.
The largest contributions to its dealability score, each with the fact it rests on.
DerivedDFX score, 23 Sep 2026 - 76data confidence of 100
How sure the record is: 2 independent sources; latest effective observation 12 Sep 2026; size estimate at 55% confidence.
How much of this page rests on independent sources rather than on our estimates.
Measuredcount of sources and dates on the record
Dealability
47
elevated
Sponsor fit
75
high
Transition readiness
0
low
Data confidence
76
high
Opportunity
15
ranking only
What is it
Business services (Management consulting) employer in New York, NY, with 58 benefit plan participants on its latest filing, and a benefit plan in place since 1996. No website description has been captured yet.
Why does it fit
- +2Size band fitEstimate
- +20Operating tenureFact
- +10Workforce stabilityInference
- +15Sector demandInference
Why now
- +7Sponsor ein changedOwnership event
- -59.2Plan final filingPossibly resolved
- +10Market pullMarket pullInference
What its own filings say
- 2024Who signsmoderate weightFactBryan Marshall signed the company's 2024 federal benefit filing.Form 5500 · read Sep 17, 2026
- 1996 to 2026Long establishedcontext weightFactHas run a benefit plan since 1996, at least 30 years, so the business is older than that.Form 5500 · read Sep 17, 2026
- 2022 to 2024Workforce on the planflatcontext weightFactCovered headcount has been within 15% of 68 people since 2022, at 62 on the latest filing.Form 5500 · read Sep 17, 2026
How large is it
- Probable revenue
- $1.3M to $2.4M Estimate
- Probable EBITDA
- $130,000 to $480,000 Estimate
- Workforce proxy
- 58 plan participants
- Estimate computed on
- 10 employees, the headcount the size estimate used
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
How certain are we
- +30Source breadthFact2 independent sources
- +29.6FreshnessFactlatest effective observation 2026-09-12
- +16.5Size estimate qualityEstimate
What changed
Ownership and transition activity
How the four classes are defined- Jan 1, 2026plan year 2026Company transitionFactFinal filing, next year unpublishedconfidence 80%Final Form 5500 for 1 plan; the following plan year is not yet on the recordRule: On the 2022 and 2023 tapes, 79 to 80% of sponsors that marked a return final were absent from the RAW Form 5500 record the following plan year (any size, any industry, EIN and successor), against 1.8 to 2.1% of sponsors that did not; that is next-year absence, not a sale rateDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 23, 2026
- Jan 1, 2024plan year 2024Company transitionFactSponsor EIN changedconfidence 90%Plan sponsor EIN changed on the filingDOL EFAST2 Form 5500 datasets efast.dol.gov · last verified Sep 11, 2026
- Every dated event
- Jan 1, 2026Final benefit plan filingFactTransaction preparationCafe X filed a final Form 5500 for 1 planDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2024Plan sponsor EIN changedFactOwnership eventCafe X: sponsor EIN changed from 133747337 on its Form 5500-SFDOL EFAST2 Form 5500 datasets efast.dol.gov
- Jan 1, 2024Entered the Form 5500 recordFactRecord entryCafe X entered the sized Form 5500 universe in plan year 2024: files under a new EIN; the prior EIN 133747337 was on the sized recordDOL EFAST2 Form 5500 datasets efast.dol.gov
Decision makers
No named leader on the record yet: the company's site did not list one where we read it.
Profile
- Founded
- benefit plan since Jan 1, 1996 (age floor 30 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidenceAbout the evidenceEvery observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Fact | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 10 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $305,000 | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | |
| Ebitda band | $305,000 | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | |
| Hq location | New York, NY | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541600 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $4.8M | Fact | 2026-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.2M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $8.8M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $9.5M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1996-01-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 58 | Fact | 2026-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 62 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 69 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 68 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Sponsor signed by | Bryan Marshall | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | Management consulting | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | Business services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |