401(k) · DOL Form 5500 · 2022

Overture Partners, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
118
Participants Small participant base
45th
Percentile by assets National rank
$33,121
Avg per participant Low balance/head
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Official DOL plan name: Overture Partners, LLC 401(k) Plan · Sponsored by Overture Partners, LLC · Massachusetts · Professional & Technical Services

$4M in assets, 118 participants

Overture Partners, LLC's Overture Partners, LLC 401(k) Plan reported $4M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,281 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Overture Partners, LLC 401(k) Plan covers 118 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#9,281
in Professional & Technical Services (21,562 peers)
-20.3%
assets change YoY

The plan reported a net loss of $995K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overture Partners, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Overture Partners, LLC 401(k) Plan vs every filed plan by assets

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

$3,908,265 45th percentile higher than 45% 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

Overture Partners, LLC 401(k) 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. Overture Partners, LLC 401(k) Plan sits mid-pack in the medium band (118 participants).

EBSA filing schedule strip

Filing strip 043566270 · Overture Partners, LLC PY 2022 · 401(k)

Overture Partners, LLC 401(k) Plan · $4M · 118 · 45th

  • PHOTO $4M
  • PHOTO 118
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Providence Property Management, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #9281

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 Massachusetts →

Overture Partners, LLC 401(k) Plan in the asset neighbourhood

Overture Partners, LLC 401(k) PlanOverture Partners, LLC 401(k…$4MProvidence Property Management, Inc. 401(k) Profit Sharing PlanProvidence Property Manageme…$4MTherma-Stor Union 401(k) Plan$4MS. S. White Employees 401(k) Savings PlanS. S. White Employees 401(k)…$4MRegion VII 401(k) Retirement PlanRegion VII 401(k) Retirement…$4M
End-of-year total assets ($M) among Overture Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$995K
Employer EIN043566270
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overture Partners, LLC)

Sponsor-wide plan assets over time

All Overture Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.121858420552343% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.91M $4.42M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 118 $4M
2023 1 104 $5M
2024 1 107 $4M

Nearby 401(k) Plans in Massachusetts

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

Overture Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Overture Partners, LLC 401(k) Plan, Total assets ($B): 0.003908265 · Participants: 118Overture Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Overture Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Overture Partners, LLC 401(k) Plan side-by-side with 3 peers →

Overture Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Providence Property Management, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Overture Partners, LLC 401(k) Plan assets move in 2022? ▼
Overture Partners, LLC 401(k) Plan declined sharply - down 20.3% during 2022, from $5M to $4M. Reported net income was -$995K.
How have Overture Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overture Partners, LLC's sponsor-wide assets grew 13.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Overture Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Providence Property Management, Inc. 401(k) Profit Sharing Plan in CA ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Overture Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 043566270.

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.