401(k) · DOL Form 5500 · 2023

Ovuline, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
83
Participants Small participant base
41st
Percentile by assets National rank
$49,156
Avg per participant Low balance/head
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Official DOL plan name: Ovia Health 401(k) Plan · Sponsored by Ovuline, Inc. · North Carolina · Information & Media

$4M in assets, 83 participants

Ovuline, Inc.'s Ovia Health 401(k) Plan reported $4M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #689 in Information & Media (2,818 peers)

Ovuline, Inc. multi-year trail

Ovuline, Inc.'s plans moved +124.1% in assets from 2022 to 2023; this filing shows Ovia Health 401(k) Plan at $4M / 83 participants.

#689
in Information & Media (2,818 peers)
+12.0%
assets growth YoY

Ovia Health 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Ovia Health 401(k) Plan vs every filed plan by assets

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

$4,079,952 41st percentile higher than 41% 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

Ovia Health 401(k) 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. Ovia Health 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ovia Health 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $436K in the plan year 2023 filing.
  • Ovia Health 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ovia Health 401(k) Plan reported participants fell from 92 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455608650 · Ovuline, Inc. PY 2023 · 401(k)

Ovia Health 401(k) Plan · $4M · 83 · 41st

  • VS-ST $4M
  • VS-ST 83
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Sage Senior Living, LLC 401(k) Plan
  • VS-ST ind #689

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 Information & Media retirement plans → · Plans in North Carolina →

Ovia Health 401(k) Plan in the asset neighbourhood

Ovia Health 401(k) Plan$4MSage Senior Living, LLC 401(k) PlanSage Senior Living, LLC 401(…$4MKonekt 401(k) Plan$4MAgency Sacks Incorporated 401(k) PlanAgency Sacks Incorporated 40…$4MBrazen Retirement Plan$4M
End-of-year total assets ($M) among Ovia Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ovuline, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ovuline, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 124.13568097185144% vs 2022
2023 filing year
$2M$4M$6M$8M$10M 20222023 $3.64M $8.17M ▲ +124.5%
Year Plans Participants Total Assets
2022 1 92 $4M
2023 3 220 $8M

Ovuline, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$436K
Employer EIN455608650
Plan Effective Date2017-01-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Ovia Health 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ovia Health 401(k) Plan, Total assets ($B): 0.004079952 · Participants: 83Ovia Health 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Ovia Health 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ovia Health 401(k) Plan side-by-side with 3 peers →

Ovia Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sage Senior Living, LLC 401(k) Plan in PA ($4M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Ovia Health 401(k) Plan assets move in 2023? ▼
Ovia Health 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $4M to $4M. Reported net income was $436K.
How have Ovuline, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ovuline, Inc.'s sponsor-wide assets grew 124.1%, from $4M to $8M.
Which 401(k) plans are similar in size to Ovia Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sage Senior Living, LLC 401(k) Plan in PA ($4M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Ovia Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 455608650.

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.