401(k) · DOL Form 5500 · 2022

Ovis LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
695
Participants Below avg headcount
65th
Percentile by assets National rank
$14,730
Avg per participant Low balance/head
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Official DOL plan name: Ojai Valley Inn 401(k) Savings Plan · Sponsored by Ovis LLC · California · Food Services & Accommodation

$10M in assets, 695 participants

Ovis LLC's Ojai Valley Inn 401(k) Savings Plan reported $10M in total assets and 695 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,120 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ojai Valley Inn 401(k) Savings Plan ranks #4,120 of 4,592 2022 filers by assets (191% of the sector average)-$10M for 695 participants.

#4,120
in Food Services & Accommodation (4,592 peers)
-19.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ojai Valley Inn 401(k) Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Ojai Valley Inn 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,237,211 Top 35% higher than 65% of 139,123 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 2022

Ojai Valley Inn 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ojai Valley Inn 401(k) Savings Plan sits mid-pack in the medium band (695 participants).

Form 5500 schedule snapshot

Filing strip 371472460 · Ovis LLC PY 2022 · 401(k)

Ojai Valley Inn 401(k) Savings Plan · $10M · 695 · 65th

  • EBSA $10M
  • PART 695
  • TYPE 65th
  • NET 401(k)
  • BOOK near Aim Engineering and Surveying Retirement Plan
  • VS-ST ind #4120

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 California →

Ojai Valley Inn 401(k) Savings Plan in the asset neighbourhood

Ojai Valley Inn 401(k) Savings PlanOjai Valley Inn 401(k) Savin…$10MAim Engineering and Surveying Retirement PlanAim Engineering and Surveyin…$10MWilliam Vitacco Associates Retirement PlanWilliam Vitacco Associates R…$10MHader Industries, Inc Salary Deferral PlanHader Industries, Inc Salary…$10MSem Operating Company LLC 401(k) PlanSem Operating Company LLC 40…$10M
End-of-year total assets ($M) among Ojai Valley Inn 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN371472460
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovis LLC)

Sponsor-wide plan assets over time

All Ovis LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 82.37354881129245% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.2M $18.7M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 695 $10M
2023 1 753 $15M
2024 1 800 $19M

Nearby 401(k) Plans in California

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

Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ojai Valley Inn 401(k) Savings Plan, Total assets ($B): 0.010237211 · Participants: 695Ojai Valley Inn 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ojai Valley Inn 401(k) Savings Plan side-by-side with 3 peers →

Ojai Valley Inn 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aim Engineering and Surveying Retirement Plan in FL ($10M); by covered participants it is Revspring, Inc. 401(k) Plan in TN (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ojai Valley Inn 401(k) Savings Plan assets move in 2022? ▼
Ojai Valley Inn 401(k) Savings Plan declined sharply - down 19.5% during 2022, from $13M to $10M. Reported net income was -$2M.
How have Ovis LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovis LLC's sponsor-wide assets grew 82.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aim Engineering and Surveying Retirement Plan in FL ($10M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revspring, Inc. 401(k) Plan in TN (695 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371472460.

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.