401(k) · DOL Form 5500 · 2023

Ovation Holdings 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
582
Participants Below avg headcount
75th
Percentile by assets National rank
$38,235
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ovation Holdings 401(k) Retirement Plan · Sponsored by Ovation Holdings · Iowa · Other Services

$22M in assets, 582 participants

Ovation Holdings's Ovation Holdings 401(k) Retirement Plan reported $22M in total assets and 582 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,782 in Other Services (7,857 peers)

Where Ovation Holdings 401(k) Retirement Plan sits by assets

Ovation Holdings 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 582 participants (~$38,235/participant), up 52.9% in 2023.

#6,782
in Other Services (7,857 peers)
+52.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ovation Holdings 401(k) Retirement Plan's outsized position by total assets

Ovation Holdings 401(k) Retirement Plan vs every filed plan by assets

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

$22,252,913 Top 25% higher than 75% 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

Ovation Holdings 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ovation Holdings 401(k) Retirement Plan sits mid-pack in the medium band (582 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ovation Holdings 401(k) Retirement Plan reported net income rose from $65K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ovation Holdings 401(k) Retirement Plan reported participants rose from 314 in the plan year 2022 filing to 582 in the plan year 2023 filing.
  • Ovation Holdings 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 825057672 · Ovation Holdings PY 2023 · 401(k)

Ovation Holdings 401(k) Retirement Plan · $22M · 582 · 75th

  • PCT $22M
  • EIN 582
  • RANK 75th
  • PHOTO 401(k)
  • IND near The Gratitude Pep
  • EOY ind #6782

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 Other Services retirement plans → · Plans in Iowa →

Ovation Holdings 401(k) Retirement Plan in the asset neighbourhood

Rrm Design Group Retirement PlanRrm Design Group Retirement …$22MOvation Holdings 401(k) Retirement PlanOvation Holdings 401(k) Reti…$22MThe Gratitude Pep$22MChristian Financial Credit Union Employees 401(k) & Profit Sharing PlanChristian Financial Credit U…$22MPaytronix Systems, Inc. 401(k) Profit Sharing PlanPaytronix Systems, Inc. 401(…$22M
End-of-year total assets ($M) among Ovation Holdings 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$22M
Net Income$8M
Employer EIN825057672
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovation Holdings)

Sponsor-wide plan assets over time

All Ovation Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$45M 210.95460845115736% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $14.6M $45.3M ▲ +210.9%
Year Plans Participants Total Assets
2022 1 314 $15M
2023 1 582 $22M
2024 1 751 $45M

Nearby 401(k) Plans in Iowa

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

Ovation Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ovation Holdings 401(k) Retirement Plan, Total assets ($B): 0.022252913 · Participants: 582Ovation Holdings 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ovation Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ovation Holdings 401(k) Retirement Plan side-by-side with 3 peers →

Ovation Holdings 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Gratitude Pep in NY ($22M); by covered participants it is T.a. Solberg Co., Inc. 401(k) Plan in WI (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.

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 Ovation Holdings 401(k) Retirement Plan assets move in 2023? ▼
Ovation Holdings 401(k) Retirement Plan surged - up 52.9% during 2023, from $15M to $22M. Reported net income was $8M.
How have Ovation Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovation Holdings's sponsor-wide assets grew 211.0%, from $15M to $45M.
Where does Ovation Holdings 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ovation Holdings 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ovation Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gratitude Pep in NY ($22M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Ovation Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.a. Solberg Co., Inc. 401(k) Plan in WI (582 participants, $14M 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 825057672.

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.