Other · DOL Form 5500 · 2023

Overview, Inc. Retirement Plan

Data updated 2026-08-25

$61K
Total assets Small plan by assets
6
Participants Small participant base
4th
Percentile by assets National rank
$10,233
Avg per participant Low balance/head
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Official DOL plan name: Overview, Inc. (Ga) 403(b) Plan · Sponsored by Overview, Inc. · Georgia · Healthcare & Social Assistance

$61K in assets, 6 participants

Overview, Inc.'s Overview, Inc. (Ga) 403(b) Plan reported $61K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #548 in Healthcare & Social Assistance (17,684 peers)

Overview, Inc. multi-year trail

Overview, Inc.'s plans moved +39.5% in assets from 2023 to 2024; this filing shows Overview, Inc. (Ga) 403(b) Plan at $61K / 6 participants.

#548
in Healthcare & Social Assistance (17,684 peers)
+84.4%
assets growth YoY

Overview, Inc. (Ga) 403(b) Plan among the smaller filed plans by assets

Overview, Inc. (Ga) 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$61,396 4th percentile higher than 4% of 127,068 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 2023

Overview, Inc. (Ga) 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Overview, Inc. (Ga) 403(b) Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 581260205 · Overview, Inc. PY 2023 · Other

Overview, Inc. (Ga) 403(b) Plan · $61K · 6 · 4th

  • PHOTO $61K
  • IND 6
  • EOY 4th
  • 5500 Other
  • ASSETS near The Supplemental Executive Retirement Program (Serp) for Officers of American Airlines, Inc. as Amended and Restated
  • PCT ind #548

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Overview, Inc. (Ga) 403(b) Plan in the asset neighbourhood

Westbury Friends School 403(b) Tda Plan 367056Westbury Friends School 403(…$66KNcta Education Foundation, Inc Tax Deferred Annuity PlanNcta Education Foundation, I…$67KOverview, Inc. (Ga) 403(b) PlanOverview, Inc. (Ga) 403(b) P…$61KThe Supplemental Executive Retirement Program (Serp) for Officers of American Airlines, Inc. as Amended and RestatedThe Supplemental Executive R…$60KComtrea, Inc. 403(b) Retirement PlanComtrea, Inc. 403(b) Retirem…$55K
End-of-year total assets ($M) among Overview, Inc. (Ga) 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Overview, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Overview, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86K 39.5318913284253% vs 2023
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M$0.1M 20232024 $0.06M $0.09M ▲ +50.0%
Year Plans Participants Total Assets
2023 1 6 $61K
2024 1 8 $86K

Overview, Inc. filing trail (2023)

Total Assets (Beginning of Year)$33K
Net Assets (End of Year)$61K
Net Income$28K
Employer EIN581260205
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Overview, Inc. (Ga) 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Overview, Inc. (Ga) 403(b) Plan, Total assets ($B): 0.000061396 · Participants: 6Overview, Inc. (Ga) 403(b) PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Overview, Inc. (Ga) 403(b) Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Overview, Inc. (Ga) 403(b) Plan side-by-side with 3 peers →

Overview, Inc. (Ga) 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Supplemental Executive Retirement Program (Serp) for Officers of American Airlines, Inc. as Amended and Restated in TX ($60K); by covered participants it is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Overview, Inc. (Ga) 403(b) Plan assets move in 2023? ▼
Overview, Inc. (Ga) 403(b) Plan surged - up 84.4% during 2023, from $33K to $61K. Reported net income was $28K.
How have Overview, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Overview, Inc.'s sponsor-wide assets grew 39.5%, from $61K to $86K.
Where does Overview, Inc. (Ga) 403(b) Plan rank by assets among Form 5500 filers? ▼
Overview, Inc. (Ga) 403(b) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Overview, Inc. (Ga) 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Supplemental Executive Retirement Program (Serp) for Officers of American Airlines, Inc. as Amended and Restated in TX ($60K, 2 participants).
Which Other plans cover a similar participant headcount to Overview, Inc. (Ga) 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Managment, Inc,-401(k) Retirement Plan in NM (6 participants, $701K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581260205.

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.