401(k) · DOL Form 5500 · 2022

Ortho Clinical Diagnostics 401(k) Plan

Data updated 2026-08-25

$329M
Total assets Above avg plan size
2,385
Participants Above avg headcount
97th
Percentile by assets National rank
$137,987
Avg per participant Near avg balance/head
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Official DOL plan name: Ortho Clinical Diagnostics 401(k) Plan · Sponsored by Ortho Clinical Diagnostics · New York · Manufacturing

$329M in assets, 2,385 participants

Ortho Clinical Diagnostics's Ortho Clinical Diagnostics 401(k) Plan reported $329M in total assets and 2,385 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,607 in Manufacturing (20,602 peers)

Coverage in New York

Ortho Clinical Diagnostics 401(k) Plan covers 2,385 participants in New York, 3.0x the typical New York plan (state average ~798 per filing). Assets: $329M.

#19,607
in Manufacturing (20,602 peers)
-14.7%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ortho Clinical Diagnostics 401(k) Plan's outsized position by total assets

Ortho Clinical Diagnostics 401(k) Plan vs every filed plan by assets

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

$329,098,918 Top 3% higher than 97% 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

Ortho Clinical Diagnostics 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortho Clinical Diagnostics 401(k) Plan lands in the large band (2,385 participants).

DOL schedule card

Filing strip 465000000 · Ortho Clinical Diagnostics PY 2022 · 401(k)

Ortho Clinical Diagnostics 401(k) Plan · $329M · 2,385 · 97th

  • EIN $329M
  • EIN 2,385
  • EIN 97th
  • EIN 401(k)
  • EIN near Basin Electric Power Cooperative 401(k) Plan
  • EIN ind #19607

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 Manufacturing retirement plans → · Plans in New York →

Ortho Clinical Diagnostics 401(k) Plan in the asset neighbourhood

Basin Electric Power Cooperative 401(k) PlanBasin Electric Power Coopera…$329MOrtho Clinical Diagnostics 401(k) PlanOrtho Clinical Diagnostics 4…$329MGrange Enterprise Incentive Savings PlanGrange Enterprise Incentive …$329MDunn 401(k) Retirement Plan$329MGalderma Services, Inc. Employees' 401(k) and Employer Contribution PlanGalderma Services, Inc. Empl…$329M
End-of-year total assets ($M) among Ortho Clinical Diagnostics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$386M
Net Assets (End of Year)$329M
Net Income-$57M
Employer EIN465000000
Plan Effective Date2014-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Clinical Diagnostics)

Sponsor-wide plan assets over time

All Ortho Clinical Diagnostics plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M$400M 20222023 $329M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2,385 $329M
2023 1 2,548 N/A

Nearby 401(k) Plans in New York

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

Ortho Clinical Diagnostics 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ortho Clinical Diagnostics 401(k) Plan, Total assets ($B): 0.329098918 · Participants: 2385Ortho Clinical Diagnostics 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ortho Clinical Diagnostics 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ortho Clinical Diagnostics 401(k) Plan side-by-side with 3 peers →

Ortho Clinical Diagnostics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Basin Electric Power Cooperative 401(k) Plan in ND ($329M); by covered participants it is Briad Affliated Companies 401(k) Plan in NJ (2,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,385 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 Ortho Clinical Diagnostics 401(k) Plan assets move in 2022? ▼
Ortho Clinical Diagnostics 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $386M to $329M. Reported net income was -$57M.
Where does Ortho Clinical Diagnostics 401(k) Plan rank by assets among Form 5500 filers? ▼
Ortho Clinical Diagnostics 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ortho Clinical Diagnostics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Basin Electric Power Cooperative 401(k) Plan in ND ($329M, 755 participants).
Which 401(k) plans cover a similar participant headcount to Ortho Clinical Diagnostics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Briad Affliated Companies 401(k) Plan in NJ (2,386 participants, $11M 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 465000000.

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.