401(k) · DOL Form 5500 · 2024

The Orvis Company, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
1,590
Participants Near avg headcount
91st
Percentile by assets National rank
$65,838
Avg per participant Below avg balance/head
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Official DOL plan name: The Orvis Company 401(k) Plan · Sponsored by The Orvis Company, Inc. · Vermont · Retail Trade

$105M in assets, 1,590 participants

The Orvis Company, Inc.'s The Orvis Company 401(k) Plan reported $105M in total assets and 1,590 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,624 in Retail Trade (8,048 peers)

Coverage in Vermont

The Orvis Company 401(k) Plan covers 1,590 participants in Vermont, 6.5x the typical Vermont plan (state average ~245 per filing). Assets: $105M.

#7,624
in Retail Trade (8,048 peers)
+10.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The Orvis Company 401(k) Plan's outsized position by total assets

The Orvis Company 401(k) Plan vs every filed plan by assets

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

$104,681,846 Top 9% higher than 91% 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

The Orvis Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Orvis Company 401(k) Plan lands in the large band (1,590 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Orvis Company 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Orvis Company 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • The Orvis Company 401(k) Plan reported participants fell from 1,685 in the plan year 2023 filing to 1,590 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030215459 · The Orvis Company, Inc. PY 2024 · 401(k)

The Orvis Company 401(k) Plan · $105M · 1,590 · 91st

  • BOY $105M
  • BOY 1,590
  • BOY 91st
  • BOY 401(k)
  • BOY near Dte Gas Company Investment and Stock Ownership Plan
  • BOY ind #7624

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 Retail Trade retirement plans → · Plans in Vermont →

The Orvis Company 401(k) Plan in the asset neighbourhood

Employees' Thrift Plan of Davis H. Elliot Company, IncorporatedEmployees' Thrift Plan of Da…$105MPropharma Group 401(k) Plan$105MThe Orvis Company 401(k) Plan$105MDte Gas Company Investment and Stock Ownership PlanDte Gas Company Investment a…$105MMcdonnell Boehnen Hulbert & Berghoff 401(k) and Profit Sharing PlanMcdonnell Boehnen Hulbert & …$105M
End-of-year total assets ($M) among The Orvis Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$105M
Net Income$10M
Employer EIN030215459
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Orvis Company, Inc.)

Sponsor-wide plan assets over time

All The Orvis Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 28.59648879056533% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.4M $105M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,540 $81M
2023 1 1,685 $94M
2024 1 1,590 $105M

Nearby 401(k) Plans in Vermont

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

The Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Orvis Company 401(k) Plan, Total assets ($B): 0.104681846 · Participants: 1590The Orvis Company 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
The Orvis Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare The Orvis Company 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is Dte Gas Company Investment and Stock Ownership Plan in MI ($105M); by covered participants it is Carl Buddig and Company Union Employee Deferred Benefit Plan in IL (1,590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,590 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 The Orvis Company 401(k) Plan assets move in 2024? ▼
The Orvis Company 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $94M to $105M. Reported net income was $10M.
How have The Orvis Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Orvis Company, Inc.'s sponsor-wide assets grew 28.6%, from $81M to $105M.
Where does The Orvis Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Orvis Company 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Orvis Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dte Gas Company Investment and Stock Ownership Plan in MI ($105M, 431 participants).
Which 401(k) plans cover a similar participant headcount to The Orvis Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Buddig and Company Union Employee Deferred Benefit Plan in IL (1,590 participants, $31M 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 030215459.

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.