Defined Benefit (Pension) · DOL Form 5500 · 2022
Orix Corporation USA Pension Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 85th
- Percentile by assets National rank
Official DOL plan name: Orix Financial Services, Inc. Retirement Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance
$38M in assets, N/A participants
Orix Corporation USA's Orix Financial Services, Inc. Retirement Plan reported $38M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,072 in Finance & Insurance (9,261 peers)
Where Orix Financial Services, Inc. Retirement Plan sits by assets
Orix Financial Services, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $38M for N/A participants, down 24.9% in 2022.
- #7,072
- in Finance & Insurance (9,261 peers)
- -24.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orix Financial Services, Inc. Retirement Plan's outsized position by total assets
Orix Financial Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,594,370 Top 15% higher than 85% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 132507476 · Orix Corporation USA PY 2022 · Defined Benefit (Pension)
Orix Financial Services, Inc. Retirement Plan · $38M · N/A · 85th
- TYPE $38M
- NET N/A
- BOOK 85th
- VS-ST Defined Benefit (Pension)
- BOY near Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO
- SCH ind #7072
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 Financial Services, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$12M |
| Employer EIN | 132507476 |
| Plan Effective Date | 1989-09-18 |
| Filing Status | FILING 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
- $37M 1.7017707704637688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $38M |
| 2023 | 1 | N/A | $38M |
| 2024 | 1 | N/A | $37M |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Orix Financial Services, Inc. Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY at $38M (this filing: $38M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.