401(k) · DOL Form 5500 · 2024

Ovation Holdings 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
751
Participants Near avg headcount
83rd
Percentile by assets National rank
$60,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ovation Holdings 401(k) Retirement Plan · Sponsored by Ovation Holdings · Iowa · Other Services

$45M in assets, 751 participants

Ovation Holdings's Ovation Holdings 401(k) Retirement Plan reported $45M in total assets and 751 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,115 in Other Services (7,719 peers)

Where Ovation Holdings 401(k) Retirement Plan sits by assets

Ovation Holdings 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 751 participants (~$60,280/participant), up 103.4% in 2024.

#7,115
in Other Services (7,719 peers)
+103.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ovation Holdings 401(k) Retirement Plan's outsized position by total assets

Ovation Holdings 401(k) Retirement Plan vs every filed plan by assets

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

$45,270,336 Top 17% higher than 83% 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

Ovation Holdings 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. Ovation Holdings 401(k) Retirement Plan sits mid-pack in the medium band (751 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ovation Holdings 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Ovation Holdings 401(k) Retirement Plan reported participants rose from 582 in the plan year 2023 filing to 751 in the plan year 2024 filing.
  • Ovation Holdings 401(k) Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 825057672 · Ovation Holdings PY 2024 · 401(k)

Ovation Holdings 401(k) Retirement Plan · $45M · 751 · 83rd

  • EIN $45M
  • RANK 751
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Time Savings and Investment Plan
  • 5500 ind #7115

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 Other Services retirement plans → · Plans in Iowa →

Ovation Holdings 401(k) Retirement Plan in the asset neighbourhood

Leadec Corp. 401(k) Plan$45MKps Global, LLC 401(k) Plan$45MOvation Holdings 401(k) Retirement PlanOvation Holdings 401(k) Reti…$45MTime Savings and Investment PlanTime Savings and Investment …$45MThe Leona M and Harry B Helmsley Charitable Trust 401(k) PlanThe Leona M and Harry B Helm…$45M
End-of-year total assets ($M) among Ovation Holdings 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)$22M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN825057672
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovation Holdings)

Sponsor-wide plan assets over time

All Ovation Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$45M 210.95460845115736% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $14.6M $45.3M ▲ +210.9%
Year Plans Participants Total Assets
2022 1 314 $15M
2023 1 582 $22M
2024 1 751 $45M

Nearby 401(k) Plans in Iowa

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

Ovation Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ovation Holdings 401(k) Retirement Plan, Total assets ($B): 0.045270336 · Participants: 751Ovation Holdings 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Ovation Holdings 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ovation Holdings 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Time Savings and Investment Plan in NY ($45M); by covered participants it is Crosscountry Consulting 401(k) P/S Plan in VA (751 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (751 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 Ovation Holdings 401(k) Retirement Plan assets move in 2024? ▼
Ovation Holdings 401(k) Retirement Plan surged - up 103.4% during 2024, from $22M to $45M. Reported net income was $8M.
How have Ovation Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovation Holdings's sponsor-wide assets grew 211.0%, from $15M to $45M.
Where does Ovation Holdings 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ovation Holdings 401(k) Retirement Plan ranks in the 83rd 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 Ovation Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Time Savings and Investment Plan in NY ($45M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Ovation Holdings 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crosscountry Consulting 401(k) P/S Plan in VA (751 participants, $84M 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 825057672.

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.