401(k) · DOL Form 5500 · 2024

Overdrive, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
542
Participants Below avg headcount
86th
Percentile by assets National rank
$112,148
Avg per participant Below avg balance/head
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Official DOL plan name: Overdrive, Inc. 401(k) Retirement Plan · Sponsored by Overdrive, Inc. · Ohio · Professional & Technical Services

$61M in assets, 542 participants

Overdrive, Inc.'s Overdrive, Inc. 401(k) Retirement Plan reported $61M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,577 in Professional & Technical Services (20,173 peers)

Where Overdrive, Inc. 401(k) Retirement Plan sits by assets

Overdrive, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 542 participants (~$112,148/participant), up 25.8% in 2024.

#17,577
in Professional & Technical Services (20,173 peers)
+25.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Overdrive, Inc. 401(k) Retirement Plan's outsized position by total assets

Overdrive, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$60,784,172 Top 14% higher than 86% of 123,620 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 2024

Overdrive, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overdrive, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overdrive, Inc. 401(k) Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Overdrive, Inc. 401(k) Retirement Plan reported participants rose from 520 in the plan year 2023 filing to 542 in the plan year 2024 filing.
  • Overdrive, Inc. 401(k) Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341522786 · Overdrive, Inc. PY 2024 · 401(k)

Overdrive, Inc. 401(k) Retirement Plan · $61M · 542 · 86th

  • IND $61M
  • EOY 542
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Hughston Healthcare 401(k) Plan
  • EIN ind #17577

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Overdrive, Inc. 401(k) Retirement Plan in the asset neighbourhood

Hughston Healthcare 401(k) PlanHughston Healthcare 401(k) P…$61MOverdrive, Inc. 401(k) Retirement PlanOverdrive, Inc. 401(k) Retir…$61MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$61MPeople, Inc. 401(k) Profit Sharing PlanPeople, Inc. 401(k) Profit S…$61MMill Rock Packaging, Inc. Retirement Savings PlanMill Rock Packaging, Inc. Re…$61M
End-of-year total assets ($M) among Overdrive, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$61M
Net Income$12M
Employer EIN341522786
Plan Effective Date2020-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Overdrive, Inc.)

Sponsor-wide plan assets over time

All Overdrive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 71.08385866189518% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.5M $60.8M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 413 $36M
2023 1 520 $48M
2024 1 542 $61M

Nearby 401(k) Plans in Ohio

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

Overdrive, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Overdrive, Inc. 401(k) Retirement Plan, Total assets ($B): 0.060784172 · Participants: 542Overdrive, Inc. 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Overdrive, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Overdrive, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Overdrive, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hughston Healthcare 401(k) Plan in GA ($61M); by covered participants it is Twist Bioscience Corporation 401(k) Plan in CA (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Overdrive, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Overdrive, Inc. 401(k) Retirement Plan grew sharply - up 25.8% during 2024, from $48M to $61M. Reported net income was $12M.
How have Overdrive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overdrive, Inc.'s sponsor-wide assets grew 71.1%, from $36M to $61M.
Where does Overdrive, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Overdrive, Inc. 401(k) Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Overdrive, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hughston Healthcare 401(k) Plan in GA ($61M, 1,026 participants).
Which 401(k) plans cover a similar participant headcount to Overdrive, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Twist Bioscience Corporation 401(k) Plan in CA (542 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341522786.

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.