401(k) · DOL Form 5500 · 2023

Ovis LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
753
Participants Near avg headcount
67th
Percentile by assets National rank
$19,368
Avg per participant Low balance/head
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Official DOL plan name: Ojai Valley Inn 401(k) Savings Plan · Sponsored by Ovis LLC · California · Food Services & Accommodation

$15M in assets, 753 participants

Ovis LLC's Ojai Valley Inn 401(k) Savings Plan reported $15M in total assets and 753 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,442 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ojai Valley Inn 401(k) Savings Plan ranks #3,442 of 3,828 2023 filers by assets (134% of the sector average)-$15M for 753 participants.

#3,442
in Food Services & Accommodation (3,828 peers)
+42.5%
assets growth YoY

Ojai Valley Inn 401(k) Savings Plan's outsized position by total assets

Ojai Valley Inn 401(k) Savings Plan vs every filed plan by assets

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

$14,584,443 Top 33% higher than 67% 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

Ojai Valley Inn 401(k) Savings 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. Ojai Valley Inn 401(k) Savings Plan sits mid-pack in the medium band (753 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ojai Valley Inn 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ojai Valley Inn 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ojai Valley Inn 401(k) Savings Plan reported participants rose from 695 in the plan year 2022 filing to 753 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371472460 · Ovis LLC PY 2023 · 401(k)

Ojai Valley Inn 401(k) Savings Plan · $15M · 753 · 67th

  • SCH $15M
  • SCH 753
  • SCH 67th
  • SCH 401(k)
  • SCH near Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan
  • SCH ind #3442

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 Food Services & Accommodation retirement plans → · Plans in California →

Ojai Valley Inn 401(k) Savings Plan in the asset neighbourhood

Prison Rehabilitative Industries and Diversified Enterprises 401(k) Retirement PlanPrison Rehabilitative Indust…$15MOjai Valley Inn 401(k) Savings PlanOjai Valley Inn 401(k) Savin…$15MFazoli's Restaurant Group, Inc. 401(k) Retirement Savings PlanFazoli's Restaurant Group, I…$15M401(k) Plan for the International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers401(k) Plan for the Internat…$15MAdcole LLC 401(k) Profit Sharing PlanAdcole LLC 401(k) Profit Sha…$15M
End-of-year total assets ($M) among Ojai Valley Inn 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN371472460
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovis LLC)

Sponsor-wide plan assets over time

All Ovis LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 82.37354881129245% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.2M $18.7M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 695 $10M
2023 1 753 $15M
2024 1 800 $19M

Nearby 401(k) Plans in California

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

Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ojai Valley Inn 401(k) Savings Plan, Total assets ($B): 0.014584443 · Participants: 753Ojai Valley Inn 401(k) Savings 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
Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ojai Valley Inn 401(k) Savings Plan side-by-side with 3 peers →

Ojai Valley Inn 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in KY ($15M); by covered participants it is Luxoft 401(k) Plan in NY (753 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (753 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 Ojai Valley Inn 401(k) Savings Plan assets move in 2023? ▼
Ojai Valley Inn 401(k) Savings Plan surged - up 42.5% during 2023, from $10M to $15M. Reported net income was $4M.
How have Ovis LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovis LLC's sponsor-wide assets grew 82.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in KY ($15M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Luxoft 401(k) Plan in NY (753 participants, $43M 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 371472460.

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.