401(k) · DOL Form 5500 · 2023

The Orvis Company, Inc. 401(k) Plan

Data updated 2026-08-11

$94M
Total assets
1,685
Participants
91st
Percentile by assets
$56,035
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$94M
total plan assets (2023 EOY)
1,685
covered participants
91st
percentile by assets (of 127,072 plans)
$56,035
avg assets per participant

Where The Orvis Company 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Vermont
Industry
Retail Trade

Participants vs Vermont filers

In Vermont, the average filing covers about 245 participants across 327 plans. The Orvis Company 401(k) Plan reports 1,685 participants - 6.9x that state average ($94M EOY assets).

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.)

$70M$80M$90M$100M$110M 202220232024 $81.4M $105M ▲ +28.6%
Total plan assets by year, all The Orvis Company, Inc. plans on file
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 ($B) Participants The Orvis Company 40…, Total assets ($B): 0.094418788 · Participants: 1685The Orvis Company 40…The University of Ve…, Total assets ($B): 1.965024862 · Participants: 11162The University of Ve…National Life Group …, Total assets ($B): 0.297587487 · Participants: 1219National Life Group …Green Mountain Power…, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power…Husky Retirement Sav…, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement Sav…Incentive Retirement…, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Orvis Company 401(k) Plan by total assets, not by location.

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).

Next read for The Orvis Company 401(k) Plan

Filing takeaways

Ways to act on The Orvis Company 401(k) Plan's numbers.

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.