401(k) · DOL Form 5500 · 2023

Overton Moore Properties 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
47th
Percentile by assets National rank
$197,593
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overton Moore Properties 401(k)/Profit Sharing Plan · Sponsored by Overton Moore Properties · California · Real Estate

$6M in assets, 29 participants

Overton Moore Properties's Overton Moore Properties 401(k)/Profit Sharing Plan reported $6M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,144 in Real Estate (4,727 peers)

2023 asset change

Overton Moore Properties 401(k)/Profit Sharing Plan grew at a solid clip 8.5% in 2023 ($5M → $6M) for 29 participants.

#3,144
in Real Estate (4,727 peers)
+8.5%
assets growth YoY

Overton Moore Properties 401(k)/Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Overton Moore Properties 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,730,203 47th percentile higher than 47% of 127,068 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 2023

Overton Moore Properties 401(k)/Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overton Moore Properties 401(k)/Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Overton Moore Properties 401(k)/Profit Sharing Plan reported net income rose from -$623K in the plan year 2022 filing to $449K in the plan year 2023 filing.
  • Overton Moore Properties 401(k)/Profit Sharing Plan reported participants rose from 24 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Overton Moore Properties 401(k)/Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201315722 · Overton Moore Properties PY 2023 · 401(k)

Overton Moore Properties 401(k)/Profit Sharing Plan · $6M · 29 · 47th

  • IND $6M
  • EOY 29
  • 5500 47th
  • ASSETS 401(k)
  • PCT near Hollowwa & Artley, PC Profit Sharing Plan
  • EIN ind #3144

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 Real Estate retirement plans → · Plans in California →

Overton Moore Properties 401(k)/Profit Sharing Plan in the asset neighbourhood

Overton Moore Properties 401(k)/Profit Sharing PlanOverton Moore Properties 401…$6MHollowwa & Artley, PC Profit Sharing PlanHollowwa & Artley, PC Profit…$6MStandish Family Dental Center 401(k) PlanStandish Family Dental Cente…$6MEye Physicians & Surgeons Ltd Profit-Sharing PlanEye Physicians & Surgeons Lt…$6MNewtonx 401(k) Plan$6M
End-of-year total assets ($M) among Overton Moore Properties 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Overton Moore Properties years around the 2023 move

Sponsor-wide plan assets over time

All Overton Moore Properties plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.328679962732637% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M 202220232024 $5.28M $5.4M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 24 $5M
2023 1 29 $6M
2024 1 27 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$449K
Employer EIN201315722
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Overton Moore Properties 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Overton Moore Properties 401(k)/Profit Sharing Plan, Total assets ($B): 0.005730203 · Participants: 29Overton Moore Properties 401(k)/Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Overton Moore Properties 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Overton Moore Properties 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Overton Moore Properties 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hollowwa & Artley, PC Profit Sharing Plan in NM ($6M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Overton Moore Properties 401(k)/Profit Sharing Plan assets move in 2023? ▼
Overton Moore Properties 401(k)/Profit Sharing Plan grew at a solid clip - up 8.5% during 2023, from $5M to $6M. Reported net income was $449K.
How have Overton Moore Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overton Moore Properties's sponsor-wide assets grew 2.3%, from $5M to $5M.
Which 401(k) plans are similar in size to Overton Moore Properties 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hollowwa & Artley, PC Profit Sharing Plan in NM ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Overton Moore Properties 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201315722.

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.