ESOP · DOL Form 5500 · 2022
Old Republic International Corp. ESOP
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 10,023
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $170,067
- Avg per participant Above avg balance/head
Official DOL plan name: Ori 401(k) Savings and Profit Sharing Plan · Sponsored by Old Republic International Corp. · Illinois · Finance & Insurance
$1.7B in assets, 10,023 participants
Old Republic International Corp.'s Ori 401(k) Savings and Profit Sharing Plan reported $1.7B in total assets and 10,023 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,131 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Ori 401(k) Savings and Profit Sharing Plan covers 10,023 participants in Illinois, 13x the typical Illinois plan (state average ~779 per filing). Assets: $1.7B.
- #9,131
- in Finance & Insurance (9,261 peers)
- +31.0%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ori 401(k) Savings and Profit Sharing Plan's outsized position by total assets
Ori 401(k) Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,704,579,720 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ori 401(k) Savings and Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ori 401(k) Savings and Profit Sharing Plan is a mega filing (10,023 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 362678171 · Old Republic International Corp. PY 2022 · ESOP
Ori 401(k) Savings and Profit Sharing Plan · $1.7B · 10,023 · 99th
- TYPE $1.7B
- TYPE 10,023
- TYPE 99th
- TYPE ESOP
- TYPE near Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan
- TYPE ind #9131
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 What is an ESOP? → · Plans in Illinois →
Ori 401(k) Savings and Profit Sharing Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$86M |
| Employer EIN | 362678171 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Old Republic International Corp.)
Sponsor-wide plan assets over time
All Old Republic International Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 19.570172569559602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 20,377 | $2.2B |
| 2023 | 2 | 10,588 | $2.4B |
| 2024 | 2 | 10,368 | $2.6B |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
- Parksite Inc. Employee Stock Ownership Plan $278M · 642
Scale composition for Ori 401(k) Savings and Profit Sharing Plan
Ori 401(k) Savings and Profit Sharing Plan reports $1.7B in end-of-year assets across 10,023 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $170,067 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$86M.
This plan identity (EIN 362678171, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.7B to $2.1B (+24.7%) while covered participants moved from 10,023 to 9,738 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,023 | $1.7B | This page |
| 2023 | 9,909 | $1.9B | Open filing |
| 2024 · index core | 9,738 | $2.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ori 401(k) Savings and Profit Sharing Plan (401(k), $2.1B, 9,738 participants)
- Old Republic International Employees Retirement Plan (Defined Benefit (Pension), $519M, 630 participants)
Ori 401(k) Savings and Profit Sharing Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan in WA ($1.8B); by covered participants it is Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees in MD (10,270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan (WA) $1.8B · 3,621
- Old Dominion 401(k) Retirement Plan (NC) $1.8B · 24,080
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) $1.8B · 7,617
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust (IN) $1.5B · 3,842
Similar participant headcount
Nearest other-state filings by covered participants (10,023 participants); asset peers above are excluded.
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) 10,270 · 247 off
- Andersen Corporation Employee Stock Ownership Plan (MN) 9,416 · 607 off
- Sanderson Farms, Inc. and Affiliates ESOP (MS) 11,231 · 1,208 off
- Fairway Independent Mortgage Corporation Employee Stock Ownership Plan (WI) 11,676 · 1,653 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.