401(k) · DOL Form 5500 · 2024

Overture Center Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
85
Participants Small participant base
39th
Percentile by assets National rank
$49,422
Avg per participant Low balance/head
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Official DOL plan name: Overture Center Foundation 401(k) Retirement Plan · Sponsored by Overture Center Foundation · Wisconsin · Arts, Entertainment & Recreation

$4M in assets, 85 participants

Overture Center Foundation's Overture Center Foundation 401(k) Retirement Plan reported $4M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,771 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Overture Center Foundation 401(k) Retirement Plan ranks #1,771 of 2,921 2024 filers by assets (661% of the sector average)-$4M for 85 participants.

#1,771
in Arts, Entertainment & Recreation (2,921 peers)
+21.9%
assets growth YoY

Overture Center Foundation 401(k) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Overture Center Foundation 401(k) Retirement Plan vs every filed plan by assets

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

$4,200,891 39th percentile higher than 39% 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

Overture Center Foundation 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overture Center Foundation 401(k) Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overture Center Foundation 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Overture Center Foundation 401(k) Retirement Plan reported net income rose from $650K in the plan year 2023 filing to $756K in the plan year 2024 filing.
  • Overture Center Foundation 401(k) Retirement Plan reported participants rose from 82 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010645482 · Overture Center Foundation PY 2024 · 401(k)

Overture Center Foundation 401(k) Retirement Plan · $4M · 85 · 39th

  • IND $4M
  • EOY 85
  • 5500 39th
  • ASSETS 401(k)
  • PCT near Preferred Capital Securities, LLC 401(k) Plan
  • EIN ind #1771

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 Arts, Entertainment & Recreation retirement plans → · Plans in Wisconsin →

Overture Center Foundation 401(k) Retirement Plan in the asset neighbourhood

Overture Center Foundation 401(k) Retirement PlanOverture Center Foundation 4…$4MPreferred Capital Securities, LLC 401(k) PlanPreferred Capital Securities…$4MMiles & Schmitt Md PC 401(k) Profit Sharing PlanMiles & Schmitt Md PC 401(k)…$4MLabcon, Inc. 401(k) Plan$4MReibus International 401(k) PlanReibus International 401(k) …$4M
End-of-year total assets ($M) among Overture Center Foundation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$756K
Employer EIN010645482
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overture Center Foundation)

Sponsor-wide plan assets over time

All Overture Center Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 50.27951427084284% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $4.2M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 73 $3M
2023 1 82 $3M
2024 1 85 $4M

Nearby 401(k) Plans in Wisconsin

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

Overture Center Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Overture Center Foundation 401(k) Retirement Plan, Total assets ($B): 0.004200891 · Participants: 85Overture Center Foundation 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Overture Center Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Overture Center Foundation 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Preferred Capital Securities, LLC 401(k) Plan in GA ($4M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Overture Center Foundation 401(k) Retirement Plan assets move in 2024? ▼
Overture Center Foundation 401(k) Retirement Plan grew sharply - up 21.9% during 2024, from $3M to $4M. Reported net income was $756K.
How have Overture Center Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overture Center Foundation's sponsor-wide assets grew 50.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Overture Center Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Capital Securities, LLC 401(k) Plan in GA ($4M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Overture Center Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 010645482.

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.