401(k) · DOL Form 5500 · 2024

Overland West, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
242
Participants Below avg headcount
80th
Percentile by assets National rank
$151,356
Avg per participant Above avg balance/head
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Official DOL plan name: Overland West, Inc. 401(k) Profit Sharing Plan · Sponsored by Overland West, Inc. · Utah · Retail Trade

$37M in assets, 242 participants

Overland West, Inc.'s Overland West, Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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 Retail Trade (8,048 peers)

Coverage in Utah

Overland West, Inc. 401(k) Profit Sharing Plan covers 242 participants in Utah, about 41% of the average Utah filer (state average ~592 per filing). Assets: $37M.

#7,115
in Retail Trade (8,048 peers)
-0.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $254K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overland West, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Overland West, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,628,050 Top 20% higher than 80% 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 West, Inc. 401(k) Profit Sharing 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 West, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overland West, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$254K in the plan year 2024 filing.
  • Overland West, Inc. 401(k) Profit Sharing Plan reported participants fell from 318 in the plan year 2023 filing to 242 in the plan year 2024 filing.
  • Overland West, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $37M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870440922 · Overland West, Inc. PY 2024 · 401(k)

Overland West, Inc. 401(k) Profit Sharing Plan · $37M · 242 · 80th

  • NET $37M
  • BOOK 242
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Cox & Company, Inc. 401(k) Savings Plan
  • EBSA 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 Retail Trade retirement plans → · Plans in Utah →

Overland West, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Overland West, Inc. 401(k) Profit Sharing PlanOverland West, Inc. 401(k) P…$37MCox & Company, Inc. 401(k) Savings PlanCox & Company, Inc. 401(k) S…$37MLiquid Web LLC 401(k) Plan$37MMillennium Physician Group 401(k) Plan & TrustMillennium Physician Group 4…$37MCarroll County Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Carroll County Bancshares, I…$37M
End-of-year total assets ($M) among Overland West, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$37M
Net Income-$254K
Employer EIN870440922
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overland West, Inc.)

Sponsor-wide plan assets over time

All Overland West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 4.127346763889204% vs 2022
2024 filing year
$35M$36M$37M$38M 202220232024 $35.2M $36.6M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 305 $35M
2023 1 318 $37M
2024 1 242 $37M

Nearby 401(k) Plans in Utah

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

Overland West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Overland West, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.03662805 · Participants: 242Overland West, Inc. 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Overland West, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Overland West, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Overland West, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cox & Company, Inc. 401(k) Savings Plan in NY ($37M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 West, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Overland West, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.7% during 2024, from $37M to $37M. Reported net income was -$254K.
How have Overland West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overland West, Inc.'s sponsor-wide assets grew 4.1%, from $35M to $37M.
Where does Overland West, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Overland West, Inc. 401(k) Profit Sharing Plan ranks in the 80th 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 Overland West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cox & Company, Inc. 401(k) Savings Plan in NY ($37M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Overland West, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 870440922.

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.