401(k) · DOL Form 5500 · 2024

Overture Partners, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
107
Participants Small participant base
40th
Percentile by assets National rank
$41,319
Avg per participant Low balance/head
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Official DOL plan name: Overture Partners, LLC 401(k) Plan · Sponsored by Overture Partners, LLC · Massachusetts · Professional & Technical Services

$4M in assets, 107 participants

Overture Partners, LLC's Overture Partners, LLC 401(k) Plan reported $4M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,500 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Overture Partners, LLC 401(k) Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,500
in Professional & Technical Services (20,173 peers)
-8.3%
assets change YoY

The plan reported a net loss of $399K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overture Partners, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Overture Partners, LLC 401(k) Plan vs every filed plan by assets

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

$4,421,102 40th percentile higher than 40% 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

Overture Partners, LLC 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. Overture Partners, LLC 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overture Partners, LLC 401(k) Plan reported net income fell from $912K in the plan year 2023 filing to -$399K in the plan year 2024 filing.
  • Overture Partners, LLC 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Overture Partners, LLC 401(k) Plan reported participants rose from 104 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043566270 · Overture Partners, LLC PY 2024 · 401(k)

Overture Partners, LLC 401(k) Plan · $4M · 107 · 40th

  • IND $4M
  • IND 107
  • IND 40th
  • IND 401(k)
  • IND near One General Agency Savings Incentive Plan
  • IND ind #7500

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Overture Partners, LLC 401(k) Plan in the asset neighbourhood

Overture Partners, LLC 401(k) PlanOverture Partners, LLC 401(k…$4MOne General Agency Savings Incentive PlanOne General Agency Savings I…$4MThe Pepin Academies, Inc. 401(k) PlanThe Pepin Academies, Inc. 40…$4MDapper America 401(k) Plan$4MSuper King 401(k) Plan$4M
End-of-year total assets ($M) among Overture Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$399K
Employer EIN043566270
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overture Partners, LLC)

Sponsor-wide plan assets over time

All Overture Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 13.121858420552343% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.91M $4.42M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 118 $4M
2023 1 104 $5M
2024 1 107 $4M

Nearby 401(k) Plans in Massachusetts

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

Overture Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Overture Partners, LLC 401(k) Plan, Total assets ($B): 0.004421102 · Participants: 107Overture Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Overture Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Overture Partners, LLC 401(k) Plan side-by-side with 3 peers →

Overture Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is One General Agency Savings Incentive Plan in OK ($4M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Overture Partners, LLC 401(k) Plan assets move in 2024? ▼
Overture Partners, LLC 401(k) Plan pulled back noticeably - down 8.3% during 2024, from $5M to $4M. Reported net income was -$399K.
How have Overture Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overture Partners, LLC's sponsor-wide assets grew 13.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Overture Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is One General Agency Savings Incentive Plan in OK ($4M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Overture Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 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 043566270.

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.