401(k) · DOL Form 5500 · 2024

Ontivity, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
772
Participants Near avg headcount
71st
Percentile by assets National rank
$26,728
Avg per participant Low balance/head
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Official DOL plan name: Ontivity 401(k) Plan · Sponsored by Ontivity, LLC · Texas · Construction

$21M in assets, 772 participants

Ontivity, LLC's Ontivity 401(k) Plan reported $21M in total assets and 772 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,301 in Construction (9,039 peers)

Ontivity, LLC multi-year trail

Ontivity, LLC's plans moved +18.3% in assets from 2023 to 2024; this filing shows Ontivity 401(k) Plan at $21M / 772 participants.

#6,301
in Construction (9,039 peers)
+18.3%
assets growth YoY

Ontivity 401(k) Plan's outsized position by total assets

Ontivity 401(k) Plan vs every filed plan by assets

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

$20,634,371 Top 29% higher than 71% 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

Ontivity 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. Ontivity 401(k) Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ontivity 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ontivity 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Ontivity 401(k) Plan reported participants fell from 810 in the plan year 2023 filing to 772 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811556522 · Ontivity, LLC PY 2024 · 401(k)

Ontivity 401(k) Plan · $21M · 772 · 71st

  • ASSETS $21M
  • ASSETS 772
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Hidden Villa Ranch Salary Savings Plan
  • ASSETS ind #6301

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 Texas →

Ontivity 401(k) Plan in the asset neighbourhood

Gary S. Wetreich, Dds Profit Sharing PlanGary S. Wetreich, Dds Profit…$21MOntivity 401(k) Plan$21MHidden Villa Ranch Salary Savings PlanHidden Villa Ranch Salary Sa…$21MMonigle Retirement Plan$21MWjk Corporation 401(k) Plan$21M
End-of-year total assets ($M) among Ontivity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ontivity, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ontivity, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.27491734689953% vs 2023
2024 filing year
$17M$18M$19M$20M$21M 20232024 $17.5M $20.6M ▲ +18.2%
Year Plans Participants Total Assets
2023 1 810 $17M
2024 1 772 $21M

Ontivity, LLC filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN811556522
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ontivity 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ontivity 401(k) Plan, Total assets ($B): 0.020634371 · Participants: 772Ontivity 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ontivity 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Hidden Villa Ranch Salary Savings Plan in CA ($21M); by covered participants it is Betanxt, Inc. 401(k) Plan in NY (772 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (772 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 Ontivity 401(k) Plan assets move in 2024?
Ontivity 401(k) Plan grew sharply - up 18.3% during 2024, from $17M to $21M. Reported net income was $3M.
How have Ontivity, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Ontivity, LLC's sponsor-wide assets grew 18.3%, from $17M to $21M.
Which 401(k) plans are similar in size to Ontivity 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hidden Villa Ranch Salary Savings Plan in CA ($21M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Ontivity 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Betanxt, Inc. 401(k) Plan in NY (772 participants, $73M in assets).