401(k) · DOL Form 5500 · 2024

Ovis LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
800
Participants Near avg headcount
69th
Percentile by assets National rank
$23,337
Avg per participant Low balance/head
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Official DOL plan name: Ojai Valley Inn 401(k) Savings Plan · Sponsored by Ovis LLC · California · Food Services & Accommodation

$19M in assets, 800 participants

Ovis LLC's Ojai Valley Inn 401(k) Savings Plan reported $19M in total assets and 800 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,341 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ojai Valley Inn 401(k) Savings Plan ranks #3,341 of 3,672 2024 filers by assets (105% of the sector average)-$19M for 800 participants.

#3,341
in Food Services & Accommodation (3,672 peers)
+28.0%
assets growth YoY

Ojai Valley Inn 401(k) Savings Plan's outsized position by total assets

Ojai Valley Inn 401(k) Savings Plan vs every filed plan by assets

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

$18,669,965 Top 31% higher than 69% 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

Ojai Valley Inn 401(k) Savings 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. Ojai Valley Inn 401(k) Savings Plan sits mid-pack in the medium band (800 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ojai Valley Inn 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Ojai Valley Inn 401(k) Savings Plan reported participants rose from 753 in the plan year 2023 filing to 800 in the plan year 2024 filing.
  • Ojai Valley Inn 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 371472460 · Ovis LLC PY 2024 · 401(k)

Ojai Valley Inn 401(k) Savings Plan · $19M · 800 · 69th

  • IND $19M
  • EOY 800
  • 5500 69th
  • ASSETS 401(k)
  • PCT near Citizens Bank Minnesota 401(k) Retirement Plan
  • EIN ind #3341

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 Food Services & Accommodation retirement plans → · Plans in California →

Ojai Valley Inn 401(k) Savings Plan in the asset neighbourhood

Ojai Valley Inn 401(k) Savings PlanOjai Valley Inn 401(k) Savin…$19MCitizens Bank Minnesota 401(k) Retirement PlanCitizens Bank Minnesota 401(…$19MVerity Credit Union 401(k) PlanVerity Credit Union 401(k) P…$19MSilver Pine Medical Group Retirement PlanSilver Pine Medical Group Re…$19MGraber Post 401(k) Profit Sharing Plan and TrustGraber Post 401(k) Profit Sh…$19M
End-of-year total assets ($M) among Ojai Valley Inn 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN371472460
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovis LLC)

Sponsor-wide plan assets over time

All Ovis LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 82.37354881129245% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.2M $18.7M ▲ +82.3%
Year Plans Participants Total Assets
2022 1 695 $10M
2023 1 753 $15M
2024 1 800 $19M

Nearby 401(k) Plans in California

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

Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ojai Valley Inn 401(k) Savings Plan, Total assets ($B): 0.018669965 · Participants: 800Ojai Valley Inn 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ojai Valley Inn 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ojai Valley Inn 401(k) Savings Plan side-by-side with 3 peers →

Ojai Valley Inn 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Citizens Bank Minnesota 401(k) Retirement Plan in MN ($19M); by covered participants it is Heartland Food Products Group 401(k) Plan in IN (800 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (800 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 Ojai Valley Inn 401(k) Savings Plan assets move in 2024? ▼
Ojai Valley Inn 401(k) Savings Plan grew sharply - up 28.0% during 2024, from $15M to $19M. Reported net income was $4M.
How have Ovis LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovis LLC's sponsor-wide assets grew 82.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank Minnesota 401(k) Retirement Plan in MN ($19M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Ojai Valley Inn 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heartland Food Products Group 401(k) Plan in IN (800 participants, $29M 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 371472460.

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.