401(k) · DOL Form 5500 · 2022

Orion Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
183
Participants Below avg headcount
62nd
Percentile by assets National rank
$47,357
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orion Federal Credit Union 401(k) Plan · Sponsored by Orion Federal Credit Union · Tennessee · Finance & Insurance

$9M in assets, 183 participants

Orion Federal Credit Union's Orion Federal Credit Union 401(k) Plan reported $9M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,198 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Orion Federal Credit Union 401(k) Plan covers 183 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#4,198
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY

The plan reported a net loss of $539K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orion Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Orion Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$8,666,328 Top 38% higher than 62% 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

Orion Federal Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion Federal Credit Union 401(k) Plan sits mid-pack in the medium band (183 participants).

Form 5500 schedule snapshot

Filing strip 620586328 · Orion Federal Credit Union PY 2022 · 401(k)

Orion Federal Credit Union 401(k) Plan · $9M · 183 · 62nd

  • PHOTO $9M
  • PHOTO 183
  • PHOTO 62nd
  • PHOTO 401(k)
  • PHOTO near Limited Energy 401(k) Field Plan
  • PHOTO ind #4198

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 Tennessee →

Orion Federal Credit Union 401(k) Plan in the asset neighbourhood

Orion Federal Credit Union 401(k) PlanOrion Federal Credit Union 4…$9MLimited Energy 401(k) Field PlanLimited Energy 401(k) Field …$9MShepard Bros., Inc. 401(k) Profit Sharing PlanShepard Bros., Inc. 401(k) P…$9MSpuntech 401(k) Plan$9MHuneeus Vintners 401(k) Plan$9M
End-of-year total assets ($M) among Orion Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$539K
Employer EIN620586328
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Federal Credit Union)

Sponsor-wide plan assets over time

All Orion Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.58002651180523% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.67M $13.1M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 183 $9M
2023 1 188 $11M
2024 1 183 $13M

Nearby 401(k) Plans in Tennessee

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

Orion Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Orion Federal Credit Union 401(k) Plan, Total assets ($B): 0.008666328 · Participants: 183Orion Federal Credit Union 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Orion Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orion Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Orion Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Limited Energy 401(k) Field Plan in MN ($9M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Orion Federal Credit Union 401(k) Plan assets move in 2022? ▼
Orion Federal Credit Union 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $9M to $9M. Reported net income was -$539K.
How have Orion Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Federal Credit Union's sponsor-wide assets grew 50.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Orion Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Limited Energy 401(k) Field Plan in MN ($9M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Orion Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 620586328.

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.