401(k) · DOL Form 5500 · 2022
Orix Corporation USA 401(k) Plan
Data updated 2026-08-11
- $182M
- Total assets
- 1,003
- Participants
- 95th
- Percentile by assets
- $181,657
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $182M
- total plan assets (2022 EOY)
- 1,003
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $181,657
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Orix Corporation USA Savings and Investment Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | -$24M |
| Employer EIN | 133095268 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orix Corporation USA)
| 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
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Orix Corporation USA Savings and Investment Plan by total assets, not by location.
- Cleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings Plan (OH) $182M · 702
- Netsmart Technologies, Inc. 401(k) Plan (KS) $182M · 2,438
- Fctg Retirement Savings Plan (OR) $182M · 547
- Am/Ns Calvert LLC 401(k) Plan (AL) $182M · 1,865
Frequently Asked Questions
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Ways to act on Orix Corporation USA Savings and Investment Plan's numbers.
- By total assets, Orix Corporation USA Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Orix Corporation USA's sponsor-wide assets have grown 73.0% since 2022 across 3 plan years on file. More Finance & Insurance plans