401(k) · DOL Form 5500 · 2023

California Overland, Ltd. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
174
Participants Small participant base
45th
Percentile by assets National rank
$30,127
Avg per participant Low balance/head
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Official DOL plan name: California Overland, Ltd. Plan · Sponsored by California Overland, Ltd. · Minnesota · Transportation & Warehousing

$5M in assets, 174 participants

California Overland, Ltd.'s California Overland, Ltd. Plan reported $5M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,526 in Transportation & Warehousing (3,362 peers)

Coverage in Minnesota

California Overland, Ltd. Plan covers 174 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#1,526
in Transportation & Warehousing (3,362 peers)
+29.8%
assets growth YoY

California Overland, Ltd. Plan's mid-pack asset rank among Transportation & Warehousing and all filers

California Overland, Ltd. Plan vs every filed plan by assets

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

$5,242,133 45th percentile higher than 45% 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

California Overland, Ltd. 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. California Overland, Ltd. Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Overland, Ltd. Plan reported net income rose from -$282K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • California Overland, Ltd. Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • California Overland, Ltd. Plan reported participants rose from 159 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 412017493 · California Overland, Ltd. PY 2023 · 401(k)

California Overland, Ltd. Plan · $5M · 174 · 45th

  • NET $5M
  • BOOK 174
  • VS-ST 45th
  • BOY 401(k)
  • SCH near Eckman/Freeman & Associates, Inc. Employee Savings Plan
  • EBSA ind #1526

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

California Overland, Ltd. Plan in the asset neighbourhood

California Overland, Ltd. PlanCalifornia Overland, Ltd. Pl…$5MEckman/Freeman & Associates, Inc. Employee Savings PlanEckman/Freeman & Associates,…$5MDouglas a. Woodburn, M.D. 401(k) Profit Sharing PlanDouglas a. Woodburn, M.D. 40…$5MCompqsoft, Inc. 401(k) Plan$5MThompson Chiropractic 401(k) Psp & TrustThompson Chiropractic 401(k)…$5M
End-of-year total assets ($M) among California Overland, Ltd. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN412017493
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Overland, Ltd.)

Sponsor-wide plan assets over time

All California Overland, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.105928608754695% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.04M $6.23M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 159 $4M
2023 1 174 $5M
2024 1 182 $6M

Nearby 401(k) Plans in Minnesota

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

California Overland, Ltd. Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants California Overland, Ltd. Plan, Total assets ($B): 0.005242133 · Participants: 174California Overland, Ltd. PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
California Overland, Ltd. Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare California Overland, Ltd. Plan side-by-side with 3 peers →

California Overland, Ltd. Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eckman/Freeman & Associates, Inc. Employee Savings Plan in KY ($5M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 California Overland, Ltd. Plan assets move in 2023? ▼
California Overland, Ltd. Plan grew sharply - up 29.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have California Overland, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Overland, Ltd.'s sponsor-wide assets grew 54.1%, from $4M to $6M.
Which 401(k) plans are similar in size to California Overland, Ltd. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eckman/Freeman & Associates, Inc. Employee Savings Plan in KY ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to California Overland, Ltd. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 412017493.

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.