401(k) · DOL Form 5500 · 2023
Orbix Dba Petol Gearench 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $248,740
- Avg per participant Above avg balance/head
Official DOL plan name: Orbix Dba Petol Gearench 401(k) Retirement Plan · Sponsored by Orbix Dba Petol Gearench · Texas · Manufacturing
$14M in assets, 58 participants
Orbix Dba Petol Gearench's Orbix Dba Petol Gearench 401(k) Retirement Plan reported $14M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #10,239 in Manufacturing (18,722 peers)
What the 2023 filing shows
Orbix Dba Petol Gearench 401(k) Retirement Plan holds $14M for 58 participants - about $248,740 per participant, above the median plan by assets.
- #10,239
- in Manufacturing (18,722 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orbix Dba Petol Gearench 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Orbix Dba Petol Gearench 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,426,906 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Orbix Dba Petol Gearench 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orbix Dba Petol Gearench 401(k) Retirement Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orbix Dba Petol Gearench 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$104K in the plan year 2023 filing.
- Orbix Dba Petol Gearench 401(k) Retirement Plan reported participants rose from 54 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- Orbix Dba Petol Gearench 401(k) Retirement Plan end-of-year assets fell from $15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 741982251 · Orbix Dba Petol Gearench PY 2023 · 401(k)
Orbix Dba Petol Gearench 401(k) Retirement Plan · $14M · 58 · 66th
- 5500 $14M
- ASSETS 58
- PCT 66th
- EIN 401(k)
- RANK near Porch 401(k) Plan
- PHOTO ind #10239
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 Manufacturing retirement plans → · Plans in Texas →
Orbix Dba Petol Gearench 401(k) Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$104K |
| Employer EIN | 741982251 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orbix Dba Petol Gearench)
Sponsor-wide plan assets over time
All Orbix Dba Petol Gearench plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 7.78433854407418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $15M |
| 2023 | 1 | 58 | $14M |
| 2024 | 1 | 61 | $16M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Orbix Dba Petol Gearench 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Porch 401(k) Plan in WA ($14M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Sri Technologies, Inc. Retirement Savings Plan (IL) 58 · 0 off
- Group M Puerto Rico, Inc. Retirement Savings Plan (PR) 58 · 0 off
- Esb Financial 401(k) Plan (KS) 58 · 0 off
- Dci/Shires, Inc. 401(k) Plan (WV) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.