401(k) · DOL Form 5500 · 2023

Orchard and Vineyard Supply, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
332
Participants Below avg headcount
61st
Percentile by assets National rank
$33,085
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ovs 401(k) Retirement Plan · Sponsored by Orchard and Vineyard Supply, LLC · Washington · Retail Trade

$11M in assets, 332 participants

Orchard and Vineyard Supply, LLC's Ovs 401(k) Retirement Plan reported $11M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,020 in Retail Trade (8,414 peers)

Coverage in Washington

Ovs 401(k) Retirement Plan covers 332 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#6,020
in Retail Trade (8,414 peers)
-3.7%
assets change YoY

The plan reported a net loss of $435K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ovs 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Ovs 401(k) Retirement Plan vs every filed plan by assets

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

$10,984,310 Top 39% higher than 61% 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

Ovs 401(k) Retirement 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. Ovs 401(k) Retirement Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ovs 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$435K in the plan year 2023 filing.
  • Ovs 401(k) Retirement Plan reported participants rose from 270 in the plan year 2022 filing to 332 in the plan year 2023 filing.
  • Ovs 401(k) Retirement Plan end-of-year assets fell from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814632490 · Orchard and Vineyard Supply, LLC PY 2023 · 401(k)

Ovs 401(k) Retirement Plan · $11M · 332 · 61st

  • BOY $11M
  • BOY 332
  • BOY 61st
  • BOY 401(k)
  • BOY near South32 Hermosa Inc. 401(k) Plan
  • BOY ind #6020

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 Washington →

Ovs 401(k) Retirement Plan in the asset neighbourhood

Ovs 401(k) Retirement Plan$11MSouth32 Hermosa Inc. 401(k) PlanSouth32 Hermosa Inc. 401(k) …$11MDennis Dillon Auto Park & Truck Center 401(k) Profit Sharing PlanDennis Dillon Auto Park & Tr…$11MSpur Energy Partners LLC 401(k) PlanSpur Energy Partners LLC 401…$11MEmi Corporation 401(k) Profit Sharing PlanEmi Corporation 401(k) Profi…$11M
End-of-year total assets ($M) among Ovs 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$435K
Employer EIN814632490
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orchard and Vineyard Supply, LLC)

Sponsor-wide plan assets over time

All Orchard and Vineyard Supply, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 1.7610324342692945% vs 2022
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M$11.8M 202220232024 $11.4M $11.6M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 270 $11M
2023 1 332 $11M
2024 1 300 $12M

Nearby 401(k) Plans in Washington

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

Ovs 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Ovs 401(k) Retirement Plan, Total assets ($B): 0.01098431 · Participants: 332Ovs 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Ovs 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

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

Outside Washington, the nearest 401(k) by assets is South32 Hermosa Inc. 401(k) Plan in AZ ($11M); by covered participants it is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Ovs 401(k) Retirement Plan assets move in 2023?
Ovs 401(k) Retirement Plan edged down modestly - down 3.7% during 2023, from $11M to $11M. Reported net income was -$435K.
How have Orchard and Vineyard Supply, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Orchard and Vineyard Supply, LLC's sponsor-wide assets grew 1.8%, from $11M to $12M.
Which 401(k) plans are similar in size to Ovs 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is South32 Hermosa Inc. 401(k) Plan in AZ ($11M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Ovs 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants, N/A in assets).