401(k) · DOL Form 5500 · 2022
Orion Advisor Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 1,333
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $68,093
- Avg per participant Below avg balance/head
Official DOL plan name: Orion Advisor Solutions, Inc. 401(k) Plan · Sponsored by Orion Advisor Solutions, Inc. · Nebraska · Finance & Insurance
$91M in assets, 1,333 participants
Orion Advisor Solutions, Inc.'s Orion Advisor Solutions, Inc. 401(k) Plan reported $91M in total assets and 1,333 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,111 in Finance & Insurance (9,261 peers)
Coverage in Nebraska
Orion Advisor Solutions, Inc. 401(k) Plan covers 1,333 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~552 per filing). Assets: $91M.
- #8,111
- in Finance & Insurance (9,261 peers)
- -14.6%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orion Advisor Solutions, Inc. 401(k) Plan's outsized position by total assets
Orion Advisor Solutions, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$90,768,015 Top 8% higher than 92% 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
Orion Advisor Solutions, Inc. 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. Orion Advisor Solutions, Inc. 401(k) Plan lands in the large band (1,333 participants).
Form 5500 schedule snapshot
Filing strip 851837981 · Orion Advisor Solutions, Inc. PY 2022 · 401(k)
Orion Advisor Solutions, Inc. 401(k) Plan · $91M · 1,333 · 92nd
- EOY $91M
- EOY 1,333
- EOY 92nd
- EOY 401(k)
- EOY near Gwa, LLC 401(k) Profit Sharing Plan
- EOY ind #8111
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 Nebraska →
Orion Advisor Solutions, Inc. 401(k) Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | -$16M |
| Employer EIN | 851837981 |
| Plan Effective Date | 2003-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orion Advisor Solutions, Inc.)
Sponsor-wide plan assets over time
All Orion Advisor Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 61.5240952443435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,333 | $91M |
| 2023 | 1 | 1,383 | $122M |
| 2024 | 1 | 1,346 | $147M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Orion Advisor Solutions, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Gwa, LLC 401(k) Profit Sharing Plan in CT ($91M); by covered participants it is Michael Stapleton Associates, Ltd 401(k) Plan in NY (1,333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Gwa, LLC 401(k) Profit Sharing Plan (CT) $91M · 102
- The Howard Hughes Corporation 401(k) Plan (TX) $91M · 615
- Savers 401(k) Plan (WA) $91M · 9,369
- Thomas & Hutton Engineering Co. Retirement Plan (GA) $91M · 406
Similar participant headcount
Nearest other-state filings by covered participants (1,333 participants); asset peers above are excluded.
- Michael Stapleton Associates, Ltd 401(k) Plan (NY) 1,333 · 0 off
- Key Energy Services 401(k) Savings and Retirement Plan (TX) 1,333 · 0 off
- Backcountry Group 401(k) Plan (UT) 1,333 · 0 off
- Mannhummel Purolator Filters 401(k) Plan (NC) 1,333 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.