401(k) · DOL Form 5500 · 2022
The Orvis Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 1,540
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $52,859
- Avg per participant Low balance/head
Official DOL plan name: The Orvis Company 401(k) Plan · Sponsored by The Orvis Company, Inc. · Vermont · Retail Trade
$81M in assets, 1,540 participants
The Orvis Company, Inc.'s The Orvis Company 401(k) Plan reported $81M in total assets and 1,540 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #9,083 in Retail Trade (9,519 peers)
Coverage in Vermont
The Orvis Company 401(k) Plan covers 1,540 participants in Vermont, 6.3x the typical Vermont plan (state average ~245 per filing). Assets: $81M.
- #9,083
- in Retail Trade (9,519 peers)
- -16.8%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Orvis Company 401(k) Plan's outsized position by total assets
The Orvis Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$81,403,347 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Orvis Company 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orvis Company 401(k) Plan lands in the large band (1,540 participants).
Published 5500 schedule card
Filing strip 030215459 · The Orvis Company, Inc. PY 2022 · 401(k)
The Orvis Company 401(k) Plan · $81M · 1,540 · 92nd
- ASSETS $81M
- ASSETS 1,540
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Integrated Power Services Retirement Savings Plan
- ASSETS ind #9083
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 Retail Trade retirement plans → · Plans in Vermont →
The Orvis Company 401(k) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | -$16M |
| Employer EIN | 030215459 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Orvis Company, Inc.)
Sponsor-wide plan assets over time
All The Orvis Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 28.59648879056533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,540 | $81M |
| 2023 | 1 | 1,685 | $94M |
| 2024 | 1 | 1,590 | $105M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
The Orvis Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Integrated Power Services Retirement Savings Plan in SC ($81M); by covered participants it is Amerivet Veterinary Partners 401(k) Plan in TX (1,540 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,540 participants); asset peers above are excluded.
- Amerivet Veterinary Partners 401(k) Plan (TX) 1,540 · 0 off
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust (OH) 1,540 · 0 off
- Adecco Puerto Rico Retirement Plan (FL) 1,540 · 0 off
- Orthocarolina 401(k)and Profit Sharing Plan (NC) 1,541 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.