401(k) · DOL Form 5500 · 2022

The Orvis Company, Inc. 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
1,540
Participants
92nd
Percentile by assets
$52,859
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$81M
total plan assets (2022 EOY)
1,540
covered participants
92nd
percentile by assets (of 139,126 plans)
$52,859
avg assets per participant

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.

Where The Orvis Company 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

State
Industry

Participants vs Vermont filers

In Vermont, the average filing covers about 245 participants across 327 plans. The Orvis Company 401(k) Plan reports 1,540 participants - 6.3x that state average ($81M EOY assets).

Vermont filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$81M
Net Income-$16M
Employer EIN030215459
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orvis Company, Inc.)

$70M$80M$90M$100M$110M 202220232024 $81.4M $105M ▲ +28.6%
Total plan assets by year, all The Orvis Company, Inc. plans on file
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 Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 00.511.52 Total assets ($B) Participants The Orvis Company 40…, Total assets ($B): 0.081403347 · Participants: 1540The Orvis Company 40…The University of Ve…, Total assets ($B): 1.648944074 · Participants: 8856The University of Ve…National Life Group …, Total assets ($B): 0.259900906 · Participants: 1153National Life Group …Green Mountain Power…, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power…Husky Retirement Sav…, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement Sav…Incentive Retirement…, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement…
The Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Orvis Company 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Orvis Company 401(k) Plan assets move in 2022?
The Orvis Company 401(k) Plan declined sharply - down 16.8% during 2022, from $98M to $81M. Reported net income was -$16M.
How have The Orvis Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Orvis Company, Inc.'s sponsor-wide assets grew 28.6%, from $81M to $105M.
Where does The Orvis Company 401(k) Plan rank by assets among Form 5500 filers?
The Orvis Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Orvis Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Integrated Power Services Retirement Savings Plan in SC ($81M, 852 participants).

Next read for The Orvis Company 401(k) Plan

Filing takeaways

Ways to act on The Orvis Company 401(k) Plan's numbers.