401(k) · DOL Form 5500 · 2023

Ovation Data Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
43rd
Percentile by assets National rank
$154,409
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ovation Data Services Savings and Retirement Plan · Sponsored by Ovation Data Services, Inc. · Texas · Professional & Technical Services

$5M in assets, 31 participants

Ovation Data Services, Inc.'s Ovation Data Services Savings and Retirement Plan reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,374 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Ovation Data Services Savings and Retirement Plan holds $5M for 31 participants - about $154,409 per participant, in the lower half of filed plans by assets.

#8,374
in Professional & Technical Services (20,321 peers)
+1.3%
assets growth YoY

Ovation Data Services Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ovation Data Services Savings and Retirement Plan vs every filed plan by assets

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

$4,786,693 43rd percentile higher than 43% 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 Data Services Savings and Retirement 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. Ovation Data Services Savings and Retirement Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ovation Data Services Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Ovation Data Services Savings and Retirement Plan reported participants rose from 22 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Ovation Data Services Savings and Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760276659 · Ovation Data Services, Inc. PY 2023 · 401(k)

Ovation Data Services Savings and Retirement Plan · $5M · 31 · 43rd

  • BOY $5M
  • SCH 31
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Gemcraft Homes Inc 401(k) Plan
  • NET ind #8374

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 Professional & Technical Services retirement plans → · Plans in Texas →

Ovation Data Services Savings and Retirement Plan in the asset neighbourhood

Ovation Data Services Savings and Retirement PlanOvation Data Services Saving…$5MGemcraft Homes Inc 401(k) PlanGemcraft Homes Inc 401(k) Pl…$5MDi Overnite 401(k) Plan$5MWater One 401(k) Plan$5MPediatric Professional Associates, P.C. New Comparability 401(k) Profit Sharing PlanPediatric Professional Assoc…$5M
End-of-year total assets ($M) among Ovation Data Services Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$60K
Employer EIN760276659
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovation Data Services, Inc.)

Sponsor-wide plan assets over time

All Ovation Data Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.4907289324499635% vs 2022
2024 filing year
$4.7M$4.75M$4.8M$4.85M 202220232024 $4.73M $4.8M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 31 $5M
2024 1 32 $5M

Nearby 401(k) Plans in Texas

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

Ovation Data Services Savings and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ovation Data Services Savings and Retirement Plan, Total assets ($B): 0.004786693 · Participants: 31Ovation Data Services Savings and Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ovation Data Services Savings and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Gemcraft Homes Inc 401(k) Plan in PA ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Data Services Savings and Retirement Plan assets move in 2023?
Ovation Data Services Savings and Retirement Plan edged up modestly - up 1.3% during 2023, from $5M to $5M. Reported net income was $60K.
How have Ovation Data Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ovation Data Services, Inc.'s sponsor-wide assets grew 1.5%, from $5M to $5M.
Which 401(k) plans are similar in size to Ovation Data Services Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Gemcraft Homes Inc 401(k) Plan in PA ($5M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Ovation Data Services Savings and Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).