401(k) · DOL Form 5500 · 2024

California Overland, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
182
Participants Below avg headcount
46th
Percentile by assets National rank
$34,205
Avg per participant Low balance/head
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Official DOL plan name: California Overland, Ltd. Plan · Sponsored by California Overland, Ltd. · Minnesota · Transportation & Warehousing

$6M in assets, 182 participants

California Overland, Ltd.'s California Overland, Ltd. Plan reported $6M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,555 in Transportation & Warehousing (3,299 peers)

Coverage in Minnesota

California Overland, Ltd. Plan covers 182 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#1,555
in Transportation & Warehousing (3,299 peers)
+18.8%
assets growth YoY

California Overland, Ltd. Plan's mid-pack asset rank among Transportation & Warehousing and all filers

California Overland, Ltd. Plan vs every filed plan by assets

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

$6,225,391 46th percentile higher than 46% 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

California Overland, Ltd. 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. California Overland, Ltd. Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Overland, Ltd. Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • California Overland, Ltd. Plan reported net income fell from $1M in the plan year 2023 filing to $988K in the plan year 2024 filing.
  • California Overland, Ltd. Plan reported participants rose from 174 in the plan year 2023 filing to 182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 412017493 · California Overland, Ltd. PY 2024 · 401(k)

California Overland, Ltd. Plan · $6M · 182 · 46th

  • BOY $6M
  • BOY 182
  • BOY 46th
  • BOY 401(k)
  • BOY near Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #1555

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

California Overland, Ltd. Plan in the asset neighbourhood

California Overland, Ltd. PlanCalifornia Overland, Ltd. Pl…$6MLemle & Wolff, Inc. 401(k) PlanLemle & Wolff, Inc. 401(k) P…$6MCooperativa De Ahorro Y Credito Oriental Retirement PlanCooperativa De Ahorro Y Cred…$6MNaberhaus Therapy Inc 401(k) Profit Sharing Plan & TrustNaberhaus Therapy Inc 401(k)…$6MMissouri Walnut, LLC 401(k) PlanMissouri Walnut, LLC 401(k) …$6M
End-of-year total assets ($M) among California Overland, Ltd. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$988K
Employer EIN412017493
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Overland, Ltd.)

Sponsor-wide plan assets over time

All California Overland, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.105928608754695% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.04M $6.23M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 159 $4M
2023 1 174 $5M
2024 1 182 $6M

Nearby 401(k) Plans in Minnesota

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

California Overland, Ltd. Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants California Overland, Ltd. Plan, Total assets ($B): 0.006225391 · Participants: 182California Overland, Ltd. PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
California Overland, Ltd. Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare California Overland, Ltd. Plan side-by-side with 3 peers →

California Overland, Ltd. Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust in MI ($6M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 California Overland, Ltd. Plan assets move in 2024? ▼
California Overland, Ltd. Plan grew sharply - up 18.8% during 2024, from $5M to $6M. Reported net income was $988K.
How have California Overland, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Overland, Ltd.'s sponsor-wide assets grew 54.1%, from $4M to $6M.
Which 401(k) plans are similar in size to California Overland, Ltd. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust in MI ($6M, 194 participants).
Which 401(k) plans cover a similar participant headcount to California Overland, Ltd. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 participants, $2M 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 412017493.

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.