401(k) · DOL Form 5500 · 2022

Orion Advisor Solutions, Inc. 401(k) Plan

Data updated 2026-08-11

$91M
Total assets
1,333
Participants
92nd
Percentile by assets
$68,093
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$91M
total plan assets (2022 EOY)
1,333
covered participants
92nd
percentile by assets (of 139,126 plans)
$68,093
avg assets per participant

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.

Where Orion Advisor Solutions, Inc. 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

State
Nebraska
Industry
Finance & Insurance

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Orion Advisor Solutions, Inc. 401(k) Plan reports 1,333 participants - 2.4x that state average ($91M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$91M
Net Income-$16M
Employer EIN851837981
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Advisor Solutions, Inc.)

$80M$100M$120M$140M$160M 202220232024 $90.8M $147M ▲ +61.5%
Total plan assets by year, all Orion Advisor Solutions, Inc. plans on file
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.

Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Orion Advisor Soluti…, Total assets ($B): 0.090768015 · Participants: 1333Orion Advisor Soluti…Hdr, Inc. Best Plan …, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan …Union Pacific Corpor…, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corpor…Union Pacific Agreem…, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreem…Peter Kiewit Sons, I…, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, I…First National of Ne…, Total assets ($B): 0.763501259 · Participants: 4605First National of Ne…
Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Orion Advisor Solutions, Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orion Advisor Solutions, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Orion Advisor Solutions, Inc. 401(k) Plan assets move in 2022? ▼
Orion Advisor Solutions, Inc. 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $106M to $91M. Reported net income was -$16M.
How have Orion Advisor Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Advisor Solutions, Inc.'s sponsor-wide assets grew 61.5%, from $91M to $147M.
Where does Orion Advisor Solutions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orion Advisor Solutions, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orion Advisor Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gwa, LLC 401(k) Profit Sharing Plan in CT ($91M, 102 participants).

Next read for Orion Advisor Solutions, Inc. 401(k) Pla…

Filing takeaways

Ways to act on Orion Advisor Solutions, Inc. 401(k) Plan's numbers.

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 851837981.

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.