401(k) · DOL Form 5500 · 2022

Orion South, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
236
Participants Below avg headcount
79th
Percentile by assets National rank
$94,482
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orion South, Inc. Profit Sharing Plan and Trust · Sponsored by Orion South, Inc. · Louisiana · Wholesale Trade

$22M in assets, 236 participants

Orion South, Inc.'s Orion South, Inc. Profit Sharing Plan and Trust reported $22M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,301 in Wholesale Trade (6,843 peers)

Coverage in Louisiana

Orion South, Inc. Profit Sharing Plan and Trust covers 236 participants in Louisiana, about 48% of the average Louisiana filer (state average ~495 per filing). Assets: $22M.

#5,301
in Wholesale Trade (6,843 peers)
-27.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orion South, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Orion South, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,297,664 Top 21% higher than 79% 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

Orion South, Inc. Profit Sharing Plan and Trust 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. Orion South, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (236 participants).

Form 5500 schedule snapshot

Filing strip 720485984 · Orion South, Inc. PY 2022 · 401(k)

Orion South, Inc. Profit Sharing Plan and Trust · $22M · 236 · 79th

  • RANK $22M
  • PHOTO 236
  • IND 79th
  • EOY 401(k)
  • 5500 near Power Resources, Inc. 401(k) Plan
  • ASSETS ind #5301

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 Wholesale Trade retirement plans → · Plans in Louisiana →

Orion South, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Orion South, Inc. Profit Sharing Plan and TrustOrion South, Inc. Profit Sha…$22MPower Resources, Inc. 401(k) PlanPower Resources, Inc. 401(k)…$22MMedrisk LLC 401(k) Plan$22MMmc Holding of Brooklyn, Inc. 401(k) PlanMmc Holding of Brooklyn, Inc…$22MIllinois Farm Business Farm Management Association 401(k) Retirement Plan and TrustIllinois Farm Business Farm …$22M
End-of-year total assets ($M) among Orion South, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$22M
Net Income-$9M
Employer EIN720485984
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion South, Inc.)

Sponsor-wide plan assets over time

All Orion South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 78.42406271796006% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $22.3M $4.81M ▼ -78.4%
Year Plans Participants Total Assets
2022 1 236 $22M
2023 1 223 $20M
2024 1 162 $5M

Nearby 401(k) Plans in Louisiana

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

Orion South, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Orion South, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.022297664 · Participants: 236Orion South, Inc. Profit Sharing Plan and TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Orion South, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Orion South, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Orion South, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Power Resources, Inc. 401(k) Plan in WY ($22M); by covered participants it is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Orion South, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Orion South, Inc. Profit Sharing Plan and Trust declined sharply - down 27.7% during 2022, from $31M to $22M. Reported net income was -$9M.
How have Orion South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion South, Inc.'s sponsor-wide assets declined 78.4%, from $22M to $5M.
Where does Orion South, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Orion South, Inc. Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orion South, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Power Resources, Inc. 401(k) Plan in WY ($22M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Orion South, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants, N/A 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 720485984.

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.