Profit Sharing · DOL Form 5500 · 2023

Oro Financial of California, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$536,377
Avg per participant High balance/head
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Official DOL plan name: Oro Financial Retirement Plan · Sponsored by Oro Financial of California, Inc. · California · Finance & Insurance

$2M in assets, 4 participants

Oro Financial of California, Inc.'s Oro Financial Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,906 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Oro Financial Retirement Plan holds $2M for 4 participants - about $536,377 per participant, in the lower half of filed plans by assets.

#1,906
in Finance & Insurance (8,869 peers)
-2.5%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oro Financial Retirement Plan among the smaller filed plans by assets

Oro Financial Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,145,508 31st percentile higher than 31% of 127,068 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 2023

Oro Financial Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oro Financial Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oro Financial Retirement Plan reported net income fell from $212K in the plan year 2022 filing to -$55K in the plan year 2023 filing.
  • Oro Financial Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770256888 · Oro Financial of California, Inc. PY 2023 · Profit Sharing

Oro Financial Retirement Plan · $2M · 4 · 31st

  • SCH $2M
  • SCH 4
  • SCH 31st
  • SCH Profit Sharing
  • SCH near Retirement Income Plan for Employees of Martha Jefferson House
  • SCH ind #1906

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 California →

Oro Financial Retirement Plan in the asset neighbourhood

Oro Financial Retirement Plan$2MRetirement Income Plan for Employees of Martha Jefferson HouseRetirement Income Plan for E…$2MCattaraugus Community Action , Inc. 403(b) PlanCattaraugus Community Action…$2MMonarch Realty & Management, Inc. Profit Sharing Plan and TrustMonarch Realty & Management,…$2MJorge M. Suro Ballester Retirement PlanJorge M. Suro Ballester Reti…$2M
End-of-year total assets ($M) among Oro Financial Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$55K
Employer EIN770256888
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oro Financial of California, Inc.)

Sponsor-wide plan assets over time

All Oro Financial of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.798348650370708% vs 2022
2024 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M$2.35M 202220232024 $2.2M $2.31M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 5 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oro Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Oro Financial Retirement Plan, Total assets ($B): 0.002145508 · Participants: 4Oro Financial Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Oro Financial Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Oro Financial Retirement Plan side-by-side with 3 peers →

Oro Financial Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Retirement Income Plan for Employees of Martha Jefferson House in VA ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oro Financial Retirement Plan assets move in 2023? ▼
Oro Financial Retirement Plan edged down modestly - down 2.5% during 2023, from $2M to $2M. Reported net income was -$55K.
How have Oro Financial of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oro Financial of California, Inc.'s sponsor-wide assets grew 4.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Oro Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Income Plan for Employees of Martha Jefferson House in VA ($2M, 61 participants).
Which Profit Sharing plans cover a similar participant headcount to Oro Financial Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770256888.

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.