401(k) · DOL Form 5500 · 2022

Orion Health Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
59
Participants Small participant base
68th
Percentile by assets National rank
$194,397
Avg per participant Above avg balance/head
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Official DOL plan name: Orion Health Inc. 401(k) Plan · Sponsored by Orion Health Inc. · Massachusetts · Professional & Technical Services

$11M in assets, 59 participants

Orion Health Inc.'s Orion Health Inc. 401(k) Plan reported $11M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,388 in Professional & Technical Services (21,562 peers)

Orion Health Inc. multi-year trail

Orion Health Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Orion Health Inc. 401(k) Plan at $11M / 59 participants.

#14,388
in Professional & Technical Services (21,562 peers)
-25.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orion Health Inc. 401(k) Plan's outsized position by total assets

Orion Health Inc. 401(k) Plan vs every filed plan by assets

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

$11,469,405 Top 32% higher than 68% 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 Health Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion Health Inc. 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 260047440 · Orion Health Inc. PY 2022 · 401(k)

Orion Health Inc. 401(k) Plan · $11M · 59 · 68th

  • PART $11M
  • TYPE 59
  • NET 68th
  • BOOK 401(k)
  • VS-ST near I. D. Booth, Inc. Profit Sharing 401(k) Plan
  • BOY ind #14388

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Orion Health Inc. 401(k) Plan in the asset neighbourhood

Orion Health Inc. 401(k) Plan$11MI. D. Booth, Inc. Profit Sharing 401(k) PlanI. D. Booth, Inc. Profit Sha…$11MJlb Corporation 401(k) Profit Sharing Plan and TrustJlb Corporation 401(k) Profi…$11MCcj & Associates, LLC. 401(k) PlanCcj & Associates, LLC. 401(k…$11MApex Heritage Group, LLC 401(k) Profit Sharing Plan & TrustApex Heritage Group, LLC 401…$11M
End-of-year total assets ($M) among Orion Health Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Orion Health Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orion Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.270868018000932% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $13.9M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 59 $11M
2023 1 79 $13M
2024 1 50 $14M

Orion Health Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN260047440
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Orion Health Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Orion Health Inc. 401(k) Plan, Total assets ($B): 0.011469405 · Participants: 59Orion Health Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Orion Health Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Orion Health Inc. 401(k) Plan side-by-side with 3 peers →

Orion Health Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is I. D. Booth, Inc. Profit Sharing 401(k) Plan in NY ($11M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Health Inc. 401(k) Plan assets move in 2022? ▼
Orion Health Inc. 401(k) Plan declined sharply - down 25.8% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Orion Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Health Inc.'s sponsor-wide assets grew 21.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Orion Health Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I. D. Booth, Inc. Profit Sharing 401(k) Plan in NY ($11M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Orion Health Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (59 participants, $15M 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 260047440.

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.