Profit Sharing · DOL Form 5500 · 2022

Oro Financial of California, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$550,096
Avg per participant High balance/head
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Official DOL plan name: Oro Financial Retirement Plan · Sponsored by Oro Financial of California, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Oro Financial of California, Inc.'s Oro Financial Retirement Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,207 in Finance & Insurance (9,261 peers)

2022 asset change

Oro Financial Retirement Plan grew at a solid clip 10.7% in 2022 ($2M → $2M) for 4 participants.

#2,207
in Finance & Insurance (9,261 peers)
+10.7%
assets growth YoY

Oro Financial Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Oro Financial Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,200,382 35th percentile higher than 35% of 139,123 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 2022

Oro Financial Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oro Financial Retirement Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 770256888 · Oro Financial of California, Inc. PY 2022 · Profit Sharing

Oro Financial Retirement Plan · $2M · 4 · 35th

  • NET $2M
  • NET 4
  • NET 35th
  • NET Profit Sharing
  • NET near Fox Grape Family Dentistry 401(k) Profit Sharing Plan
  • NET ind #2207

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 Finance & Insurance retirement plans → · Plans in California →

Oro Financial Retirement Plan in the asset neighbourhood

Oro Financial Retirement Plan$2MFox Grape Family Dentistry 401(k) Profit Sharing PlanFox Grape Family Dentistry 4…$2MAgusta Corporation Employee Profit Sharing PlanAgusta Corporation Employee …$2MEric H Spellman Dds Keogh Profit Sharing Plan OpEric H Spellman Dds Keogh Pr…$2MEdward R. Levin, Cpa Self Employed Profit Sharing PlanEdward R. Levin, Cpa Self Em…$2M
End-of-year total assets ($M) among Oro Financial Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Oro Financial of California, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Oro Financial of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.798348650370708% vs 2022
2024 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M$2.35M 202220232024 $2.2M $2.31M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 5 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$212K
Employer EIN770256888
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Oro Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Oro Financial Retirement Plan, Total assets ($B): 0.002200382 · Participants: 4Oro Financial Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Oro Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Oro Financial Retirement Plan side-by-side with 3 peers →

Oro Financial Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Fox Grape Family Dentistry 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oro Financial Retirement Plan assets move in 2022? ▼
Oro Financial Retirement Plan grew at a solid clip - up 10.7% during 2022, from $2M to $2M. Reported net income was $212K.
How have Oro Financial of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oro Financial of California, Inc.'s sponsor-wide assets grew 4.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Oro Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fox Grape Family Dentistry 401(k) Profit Sharing Plan in MO ($2M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Oro Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770256888.

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.