401(k) · DOL Form 5500 · 2023
Octave Health Group Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $20,022
- Avg per participant Low balance/head
Official DOL plan name: Octave 401(k) Plan · Sponsored by Octave Health Group Inc. · California · Healthcare & Social Assistance
$4M in assets, 182 participants
Octave Health Group Inc.'s Octave 401(k) Plan reported $4M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,198 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Octave 401(k) Plan covers 182 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $4M.
- #7,198
- in Healthcare & Social Assistance (17,684 peers)
- +112.5%
- assets growth YoY
Octave 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Octave 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,643,985 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Octave 401(k) 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. Octave 401(k) Plan sits mid-pack in the medium band (182 participants).
EBSA filing schedule strip
Filing strip 825244890 · Octave Health Group Inc. PY 2023 · 401(k)
Octave 401(k) Plan · $4M · 182 · 39th
- PHOTO $4M
- PHOTO 182
- PHOTO 39th
- PHOTO 401(k)
- PHOTO near Suncom Industries, Inc. 401(k) Plan
- PHOTO ind #7198
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 California →
Octave 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 825244890 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Octave Health Group Inc.)
Sponsor-wide plan assets over time
All Octave Health Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 81.40362817080751% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 182 | $4M |
| 2024 | 1 | 231 | $7M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Octave 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Suncom Industries, Inc. 401(k) Plan in PA ($4M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 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 (182 participants); asset peers above are excluded.
- Broadmoor Management Company 401(k) Profit Sharing Plan (NE) 182 · 0 off
- Mid-States Packaging, Inc 401(k) Plan (MA) 182 · 0 off
- Schoolco Intermediate LLC 401(k) Plan (NY) 182 · 0 off
- Alimed 401(k) Plan (MA) 182 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.