Profit Sharing · DOL Form 5500 · 2022
Orangewood Foundation Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $33,470
- Avg per participant Low balance/head
Official DOL plan name: Orangewood Foundation 403(b) Plan · Sponsored by Orangewood Foundation · California · Other Services
$5M in assets, 148 participants
Orangewood Foundation's Orangewood Foundation 403(b) Plan reported $5M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #5,819 in Other Services (8,398 peers)
Coverage in California
Orangewood Foundation 403(b) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $5M.
- #5,819
- in Other Services (8,398 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orangewood Foundation 403(b) Plan's mid-pack asset rank among Other Services and all filers
Orangewood Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,953,526 Top 50% higher than 50% 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
Orangewood Foundation 403(b) 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. Orangewood Foundation 403(b) Plan sits mid-pack in the medium band (148 participants).
Plan-year Form 5500 strip
Filing strip 953616628 · Orangewood Foundation PY 2022 · Profit Sharing
Orangewood Foundation 403(b) Plan · $5M · 148 · 50th
- PART $5M
- PART 148
- PART 50th
- PART Profit Sharing
- PART near Speyer Legacy School 403(b)(7)Plan
- PART ind #5819
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 Other Services retirement plans → · Plans in California →
Orangewood Foundation 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 953616628 |
| Plan Effective Date | 2007-07-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orangewood Foundation)
Sponsor-wide plan assets over time
All Orangewood Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.18508634051784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $5M |
| 2023 | 1 | 173 | $6M |
| 2024 | 1 | 177 | $7M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Orangewood Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Speyer Legacy School 403(b)(7)Plan in NY ($5M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 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.