401(k) · DOL Form 5500 · 2024

Overland Partners 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
102
Participants Small participant base
61st
Percentile by assets National rank
$122,381
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Overland Partners 401(k) Retirement Plan · Sponsored by Overland Partners · Texas · Professional & Technical Services

$12M in assets, 102 participants

Overland Partners's Overland Partners 401(k) Retirement Plan reported $12M in total assets and 102 participants in its 2024 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.

  • #11,939 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Overland Partners 401(k) Retirement Plan covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#11,939
in Professional & Technical Services (20,173 peers)
+19.5%
assets growth YoY

Overland Partners 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$12,482,898 Top 39% higher than 61% 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

Overland Partners 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. Overland Partners 401(k) Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overland Partners 401(k) Retirement Plan reported participants rose from 34 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Overland Partners 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742459732 · Overland Partners PY 2024 · 401(k)

Overland Partners 401(k) Retirement Plan · $12M · 102 · 61st

  • 5500 $12M
  • 5500 102
  • 5500 61st
  • 5500 401(k)
  • 5500 near North Central Mental Health Services, Inc. 401(k) Retirement Savings Plan
  • 5500 ind #11939

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 Texas →

Overland Partners 401(k) Retirement Plan in the asset neighbourhood

Overland Partners 401(k) Retirement PlanOverland Partners 401(k) Ret…$12MNorth Central Mental Health Services, Inc. 401(k) Retirement Savings PlanNorth Central Mental Health …$12MAudio Enhancement 401(k) Plan$12MNavitas Semiconductor 401(k) Retirement PlanNavitas Semiconductor 401(k)…$12MJohn Stuckey Ford, Inc. Profit Sharing 401(k) PlanJohn Stuckey Ford, Inc. Prof…$12M
End-of-year total assets ($M) among Overland Partners 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN742459732
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overland Partners)

Sponsor-wide plan assets over time

All Overland Partners plans reported in each filing year

Latest sponsor-wide plan assets
$12M 19.539763839285072% vs 2023
2024 filing year
$10M$11M$12M$13M 20232024 $10.4M $12.5M ▲ +19.5%
Year Plans Participants Total Assets
2023 1 34 $10M
2024 1 102 $12M

Nearby 401(k) Plans in Texas

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

Overland Partners 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Overland Partners 401(k) Retirement Plan, Total assets ($B): 0.012482898 · Participants: 102Overland Partners 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Overland Partners 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Overland Partners 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is North Central Mental Health Services, Inc. 401(k) Retirement Savings Plan in OH ($12M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Overland Partners 401(k) Retirement Plan assets move in 2024? ▼
Overland Partners 401(k) Retirement Plan grew sharply - up 19.5% during 2024, from $10M to $12M. Reported net income was $2M.
How have Overland Partners plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Overland Partners's sponsor-wide assets grew 19.5%, from $10M to $12M.
Which 401(k) plans are similar in size to Overland Partners 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Central Mental Health Services, Inc. 401(k) Retirement Savings Plan in OH ($12M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Overland Partners 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants, N/A 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 742459732.

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.