401(k) · DOL Form 5500 · 2023

Overland West, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
318
Participants Below avg headcount
82nd
Percentile by assets National rank
$115,980
Avg per participant Below avg balance/head
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Official DOL plan name: Overland West, Inc. 401(k) Profit Sharing Plan · Sponsored by Overland West, Inc. · Utah · Retail Trade

$37M in assets, 318 participants

Overland West, Inc.'s Overland West, Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,552 in Retail Trade (8,414 peers)

Where Overland West, Inc. 401(k) Profit Sharing Plan sits by assets

Overland West, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 318 participants (~$115,980/participant), up 4.8% in 2023.

#7,552
in Retail Trade (8,414 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Overland West, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Overland West, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,881,647 Top 18% higher than 82% 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

Overland West, Inc. 401(k) Profit Sharing 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. Overland West, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Overland West, Inc. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Overland West, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Overland West, Inc. 401(k) Profit Sharing Plan reported participants rose from 305 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870440922 · Overland West, Inc. PY 2023 · 401(k)

Overland West, Inc. 401(k) Profit Sharing Plan · $37M · 318 · 82nd

  • RANK $37M
  • PHOTO 318
  • IND 82nd
  • EOY 401(k)
  • 5500 near Garden State Urology, LLC Profit Sharing Plan
  • ASSETS ind #7552

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 Retail Trade retirement plans → · Plans in Utah →

Overland West, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Brach Eichler L.L.C. 401(k) PlanBrach Eichler L.L.C. 401(k) …$37MOverland West, Inc. 401(k) Profit Sharing PlanOverland West, Inc. 401(k) P…$37MGarden State Urology, LLC Profit Sharing PlanGarden State Urology, LLC Pr…$37MKarsun Solutions, LLC 401(k) PlanKarsun Solutions, LLC 401(k)…$37MBal Seal Engineering, LLC Savings and Investment PlanBal Seal Engineering, LLC Sa…$37M
End-of-year total assets ($M) among Overland West, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN870440922
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overland West, Inc.)

Sponsor-wide plan assets over time

All Overland West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 4.127346763889204% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.2M $36.6M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 305 $35M
2023 1 318 $37M
2024 1 242 $37M

Nearby 401(k) Plans in Utah

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

Overland West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Overland West, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.036881647 · Participants: 318Overland West, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Overland West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Overland West, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Overland West, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Garden State Urology, LLC Profit Sharing Plan in NJ ($37M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Overland West, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Overland West, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.8% during 2023, from $35M to $37M. Reported net income was $2M.
How have Overland West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overland West, Inc.'s sponsor-wide assets grew 4.1%, from $35M to $37M.
Where does Overland West, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Overland West, Inc. 401(k) Profit Sharing Plan ranks in the 82nd 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 Overland West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garden State Urology, LLC Profit Sharing Plan in NJ ($37M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Overland West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 participants, $3M 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 870440922.

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.