401(k) · DOL Form 5500 · 2024

C. Overaa & Co. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
152
Participants Small participant base
85th
Percentile by assets National rank
$355,599
Avg per participant High balance/head
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Official DOL plan name: C. Overaa & Co. Profit Sharing 401(k) Plan · Sponsored by C. Overaa & Co. · California · Construction

$54M in assets, 152 participants

C. Overaa & Co.'s C. Overaa & Co. Profit Sharing 401(k) Plan reported $54M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,522 in Construction (9,039 peers)

Coverage in California

C. Overaa & Co. Profit Sharing 401(k) Plan covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $54M.

#7,522
in Construction (9,039 peers)
+16.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

C. Overaa & Co. Profit Sharing 401(k) Plan's outsized position by total assets

C. Overaa & Co. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$54,051,084 Top 15% higher than 85% 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

C. Overaa & Co. Profit Sharing 401(k) 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. C. Overaa & Co. Profit Sharing 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C. Overaa & Co. Profit Sharing 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • C. Overaa & Co. Profit Sharing 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • C. Overaa & Co. Profit Sharing 401(k) Plan reported participants rose from 148 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941127348 · C. Overaa & Co. PY 2024 · 401(k)

C. Overaa & Co. Profit Sharing 401(k) Plan · $54M · 152 · 85th

  • BOY $54M
  • SCH 152
  • EBSA 85th
  • PART 401(k)
  • TYPE near Glen Mills Schools Savings and Protection Plan
  • NET ind #7522

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 Construction retirement plans → · Plans in California →

C. Overaa & Co. Profit Sharing 401(k) Plan in the asset neighbourhood

Gray Reed Profit Sharing Plan$54MColumbia Grain Savings Plan$54MC. Overaa & Co. Profit Sharing 401(k) PlanC. Overaa & Co. Profit Shari…$54MGlen Mills Schools Savings and Protection PlanGlen Mills Schools Savings a…$54MRosecrance 401(k) Savings PlanRosecrance 401(k) Savings Pl…$54M
End-of-year total assets ($M) among C. Overaa & Co. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN941127348
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. Overaa & Co.)

Sponsor-wide plan assets over time

All C. Overaa & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 37.78658812504306% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.2M $54.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 149 $39M
2023 1 148 $47M
2024 1 152 $54M

Nearby 401(k) Plans in California

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

C. Overaa & Co. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants C. Overaa & Co. Profit Sharing 401(k) Plan, Total assets ($B): 0.054051084 · Participants: 152C. Overaa & Co. Profit Sharing 401(k) 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
C. Overaa & Co. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C. Overaa & Co. Profit Sharing 401(k) Plan side-by-side with 3 peers →

C. Overaa & Co. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Glen Mills Schools Savings and Protection Plan in PA ($54M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 C. Overaa & Co. Profit Sharing 401(k) Plan assets move in 2024? ▼
C. Overaa & Co. Profit Sharing 401(k) Plan grew sharply - up 16.1% during 2024, from $47M to $54M. Reported net income was $8M.
How have C. Overaa & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. Overaa & Co.'s sponsor-wide assets grew 37.8%, from $39M to $54M.
Where does C. Overaa & Co. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
C. Overaa & Co. Profit Sharing 401(k) Plan ranks in the 85th 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 C. Overaa & Co. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glen Mills Schools Savings and Protection Plan in PA ($54M, 58 participants).
Which 401(k) plans cover a similar participant headcount to C. Overaa & Co. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 941127348.

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.