401(k) · DOL Form 5500 · 2022

Orix Corporation USA 401(k) Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
1,003
Participants Near avg headcount
95th
Percentile by assets National rank
$181,657
Avg per participant Above avg balance/head
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Official DOL plan name: Orix Corporation USA Savings and Investment Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance

$182M in assets, 1,003 participants

Orix Corporation USA's Orix Corporation USA Savings and Investment Plan reported $182M in total assets and 1,003 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,532 in Finance & Insurance (9,261 peers)

Where Orix Corporation USA Savings and Investment Plan sits by assets

Orix Corporation USA Savings and Investment Plan sits in the top 5% of all filed plans by assets, $182M for 1,003 participants (~$181,657/participant), up 3.0% in 2022.

#8,532
in Finance & Insurance (9,261 peers)
+3.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orix Corporation USA Savings and Investment Plan's outsized position by total assets

Orix Corporation USA Savings and Investment Plan vs every filed plan by assets

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

$182,202,097 Top 5% higher than 95% 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

Orix Corporation USA Savings and Investment 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. Orix Corporation USA Savings and Investment Plan lands in the large band (1,003 participants).

EBSA filing schedule strip

Filing strip 133095268 · Orix Corporation USA PY 2022 · 401(k)

Orix Corporation USA Savings and Investment Plan · $182M · 1,003 · 95th

  • ASSETS $182M
  • ASSETS 1,003
  • ASSETS 95th
  • ASSETS 401(k)
  • ASSETS near Cleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings Plan
  • ASSETS ind #8532

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 Texas →

Orix Corporation USA Savings and Investment Plan in the asset neighbourhood

Am/Ns Calvert LLC 401(k) Plan$182MNetsmart Technologies, Inc. 401(k) PlanNetsmart Technologies, Inc. …$182MCleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings PlanCleveland-Cliffs Inc. & Its …$182MOrix Corporation USA Savings and Investment PlanOrix Corporation USA Savings…$182MFctg Retirement Savings Plan$182M
End-of-year total assets ($M) among Orix Corporation USA Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$182M
Net Income-$24M
Employer EIN133095268
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orix Corporation USA)

Sponsor-wide plan assets over time

All Orix Corporation USA plans reported in each filing year

Latest sponsor-wide plan assets
$315M 73.0146448314478% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $182M $315M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 1,003 $182M
2023 1 1,102 $266M
2024 1 1,262 $315M

Nearby 401(k) Plans in Texas

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

Orix Corporation USA Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Orix Corporation USA Savings and Investment Plan, Total assets ($B): 0.182202097 · Participants: 1003Orix Corporation USA Savings and Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Orix Corporation USA Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orix Corporation USA Savings and Investment Plan side-by-side with 3 peers →

Orix Corporation USA Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings Plan in OH ($182M); by covered participants it is Dominion Energy Ohio Union Savings Plan in VA (1,003 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($182M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,003 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 Orix Corporation USA Savings and Investment Plan assets move in 2022? ▼
Orix Corporation USA Savings and Investment Plan edged up modestly - up 3.0% during 2022, from $177M to $182M. Reported net income was -$24M.
How have Orix Corporation USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orix Corporation USA's sponsor-wide assets grew 73.0%, from $182M to $315M.
Where does Orix Corporation USA Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Orix Corporation USA Savings and Investment Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings Plan in OH ($182M, 702 participants).
Which 401(k) plans cover a similar participant headcount to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominion Energy Ohio Union Savings Plan in VA (1,003 participants, $179M 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 133095268.

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.