Profit Sharing · DOL Form 5500 · 2023

Overgaard Services Inc. Profit Sharing Plan

Data updated 2026-08-25

$78K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$39,212
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overgaard Services Inc. Retirement Plan · Sponsored by Overgaard Services Inc. · Oklahoma · Healthcare & Social Assistance

$78K in assets, 2 participants

Overgaard Services Inc.'s Overgaard Services Inc. Retirement Plan reported $78K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #642 in Healthcare & Social Assistance (17,684 peers)

Overgaard Services Inc. multi-year trail

Overgaard Services Inc.'s plans moved +144.2% in assets from 2022 to 2024; this filing shows Overgaard Services Inc. Retirement Plan at $78K / 2 participants.

#642
in Healthcare & Social Assistance (17,684 peers)
+144.2%
assets growth YoY

Overgaard Services Inc. Retirement Plan among the smaller filed plans by assets

Overgaard Services Inc. Retirement Plan vs every filed plan by assets

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

$78,424 5th percentile higher than 5% 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

Overgaard Services Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overgaard Services Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Overgaard Services Inc. Retirement Plan end-of-year assets rose from $32K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Overgaard Services Inc. Retirement Plan reported net income rose from -$105K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Overgaard Services Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 863226716 · Overgaard Services Inc. PY 2023 · Profit Sharing

Overgaard Services Inc. Retirement Plan · $78K · 2 · 5th

  • PCT $78K
  • EIN 2
  • RANK 5th
  • PHOTO Profit Sharing
  • IND near 325 Rowland Blvd LLC Profit Sharing Plan
  • EOY ind #642

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Overgaard Services Inc. Retirement Plan in the asset neighbourhood

Overgaard Services Inc. Retirement PlanOvergaard Services Inc. Reti…$78K325 Rowland Blvd LLC Profit Sharing Plan325 Rowland Blvd LLC Profit …$78KJc Prime Floors, Inc. Retirement PlanJc Prime Floors, Inc. Retire…$79KHgb Enterprises Inc. Retirement PlanHgb Enterprises Inc. Retirem…$79KCrawford Capital Management, Inc. Profit Sharing PlanCrawford Capital Management,…$78K
End-of-year total assets ($M) among Overgaard Services Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Overgaard Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Overgaard Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78K 144.21262417089653% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.03M $0.08M ▲ +166.7%
Year Plans Participants Total Assets
2022 1 1 $32K
2023 1 2 $78K
2024 1 4 $78K

Overgaard Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$32K
Net Assets (End of Year)$78K
Net Income$46K
Employer EIN863226716
Plan Effective Date2021-04-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Overgaard Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Overgaard Services Inc. Retirement Plan, Total assets ($M): 0.078424 · Participants: 2Overgaard Services Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 120.922937 · Participants: 992Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 37.32253 · Participants: 989Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.111234 · Participants: 141Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 20.884443 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.274333 · Participants: 40Messer-Bowers Profit Sharing Plan
Overgaard Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Overgaard Services Inc. Retirement Plan side-by-side with 3 peers →

Overgaard Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is 325 Rowland Blvd LLC Profit Sharing Plan in CA ($78K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Overgaard Services Inc. Retirement Plan assets move in 2023? ▼
Overgaard Services Inc. Retirement Plan surged - up 144.2% during 2023, from $32K to $78K. Reported net income was $46K.
How have Overgaard Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overgaard Services Inc.'s sponsor-wide assets grew 144.2%, from $32K to $78K.
Where does Overgaard Services Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Overgaard Services Inc. Retirement Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Overgaard Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 325 Rowland Blvd LLC Profit Sharing Plan in CA ($78K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Overgaard Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 863226716.

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.