401(k) · DOL Form 5500 · 2023

The Orvis Company, Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
1,685
Participants Near avg headcount
91st
Percentile by assets National rank
$56,035
Avg per participant Low balance/head
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Official DOL plan name: The Orvis Company 401(k) Plan · Sponsored by The Orvis Company, Inc. · Vermont · Retail Trade

$94M in assets, 1,685 participants

The Orvis Company, Inc.'s The Orvis Company 401(k) Plan reported $94M in total assets and 1,685 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,983 in Retail Trade (8,414 peers)

Coverage in Vermont

The Orvis Company 401(k) Plan covers 1,685 participants in Vermont, 6.9x the typical Vermont plan (state average ~245 per filing). Assets: $94M.

#7,983
in Retail Trade (8,414 peers)
+16.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Orvis Company 401(k) Plan's outsized position by total assets

The Orvis Company 401(k) Plan vs every filed plan by assets

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

$94,418,788 Top 9% higher than 91% 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

The Orvis Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orvis Company 401(k) Plan lands in the large band (1,685 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Orvis Company 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Orvis Company 401(k) Plan end-of-year assets rose from $81M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • The Orvis Company 401(k) Plan reported participants rose from 1,540 in the plan year 2022 filing to 1,685 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030215459 · The Orvis Company, Inc. PY 2023 · 401(k)

The Orvis Company 401(k) Plan · $94M · 1,685 · 91st

  • VS-ST $94M
  • BOY 1,685
  • SCH 91st
  • EBSA 401(k)
  • PART near United Biosource LLC 401(k) Plan
  • TYPE ind #7983

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 Vermont →

The Orvis Company 401(k) Plan in the asset neighbourhood

The Orvis Company 401(k) Plan$94MUnited Biosource LLC 401(k) PlanUnited Biosource LLC 401(k) …$94MThe Aafp 401(k) Plan$94MMachinists Retirement and Savings PlanMachinists Retirement and Sa…$94MBhp Minerals USA Retirement Savings PlanBhp Minerals USA Retirement …$94M
End-of-year total assets ($M) among The Orvis Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$94M
Net Income$13M
Employer EIN030215459
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orvis Company, Inc.)

Sponsor-wide plan assets over time

All The Orvis Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 28.59648879056533% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.4M $105M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,540 $81M
2023 1 1,685 $94M
2024 1 1,590 $105M

Nearby 401(k) Plans in Vermont

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

The Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants The Orvis Company 401(k) Plan, Total assets ($B): 0.094418788 · Participants: 1685The Orvis Company 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
The Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare The Orvis Company 401(k) Plan side-by-side with 3 peers →

The Orvis Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is United Biosource LLC 401(k) Plan in PA ($94M); by covered participants it is Scan Group 401(k) Plan in CA (1,684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,685 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 The Orvis Company 401(k) Plan assets move in 2023? ▼
The Orvis Company 401(k) Plan grew sharply - up 16.0% during 2023, from $81M to $94M. Reported net income was $13M.
How have The Orvis Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orvis Company, Inc.'s sponsor-wide assets grew 28.6%, from $81M to $105M.
Where does The Orvis Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Orvis Company 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Orvis Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Biosource LLC 401(k) Plan in PA ($94M, 1,588 participants).
Which 401(k) plans cover a similar participant headcount to The Orvis Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scan Group 401(k) Plan in CA (1,684 participants, $170M 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 030215459.

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.