401(k) · DOL Form 5500 · 2022

Overdrive, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
413
Participants Below avg headcount
85th
Percentile by assets National rank
$86,026
Avg per participant Below avg balance/head
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Official DOL plan name: Overdrive, Inc. 401(k) Retirement Plan · Sponsored by Overdrive, Inc. · Ohio · Professional & Technical Services

$36M in assets, 413 participants

Overdrive, Inc.'s Overdrive, Inc. 401(k) Retirement Plan reported $36M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,445 in Professional & Technical Services (21,562 peers)

Where Overdrive, Inc. 401(k) Retirement Plan sits by assets

Overdrive, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 413 participants (~$86,026/participant), up 1.8% in 2022.

#18,445
in Professional & Technical Services (21,562 peers)
+1.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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.

Overdrive, Inc. 401(k) Retirement Plan's outsized position by total assets

Overdrive, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$35,528,876 Top 15% higher than 85% 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

Overdrive, Inc. 401(k) Retirement 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. Overdrive, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (413 participants).

Plan-year Form 5500 strip

Filing strip 341522786 · Overdrive, Inc. PY 2022 · 401(k)

Overdrive, Inc. 401(k) Retirement Plan · $36M · 413 · 85th

  • NET $36M
  • BOOK 413
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Harms Oil Company 401(k) Plan
  • EBSA ind #18445

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Overdrive, Inc. 401(k) Retirement Plan in the asset neighbourhood

Overdrive, Inc. 401(k) Retirement PlanOverdrive, Inc. 401(k) Retir…$36MHarms Oil Company 401(k) Plan$36MThe United Company Retirement PlanThe United Company Retiremen…$36MEntrust Global Partners Offshore LP 401(k) PlanEntrust Global Partners Offs…$36MAmerican College of Obstetricians and Gynecologists Staff 401(k) RetirementAmerican College of Obstetri…$36M
End-of-year total assets ($M) among Overdrive, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income-$2M
Employer EIN341522786
Plan Effective Date2020-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Overdrive, Inc.)

Sponsor-wide plan assets over time

All Overdrive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 71.08385866189518% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.5M $60.8M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 413 $36M
2023 1 520 $48M
2024 1 542 $61M

Nearby 401(k) Plans in Ohio

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

Overdrive, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Overdrive, Inc. 401(k) Retirement Plan, Total assets ($B): 0.035528876 · Participants: 413Overdrive, Inc. 401(k) Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Overdrive, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Overdrive, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Overdrive, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Harms Oil Company 401(k) Plan in SD ($36M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Overdrive, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Overdrive, Inc. 401(k) Retirement Plan edged up modestly - up 1.8% during 2022, from $35M to $36M. Reported net income was -$2M.
How have Overdrive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overdrive, Inc.'s sponsor-wide assets grew 71.1%, from $36M to $61M.
Where does Overdrive, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Overdrive, Inc. 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Overdrive, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harms Oil Company 401(k) Plan in SD ($36M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Overdrive, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (413 participants, $28M 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 341522786.

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.