401(k) · DOL Form 5500 · 2023
Orchard Software Corporation 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 290
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $90,377
- Avg per participant Below avg balance/head
Official DOL plan name: Orchard Software Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Orchard Software Corporation · Indiana · Professional & Technical Services
$26M in assets, 290 participants
Orchard Software Corporation's Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,770 in Professional & Technical Services (20,321 peers)
Where Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits by assets
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 290 participants (~$90,377/participant), up 15.6% in 2023.
- #15,770
- in Professional & Technical Services (20,321 peers)
- +15.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,209,294 Top 23% higher than 77% 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
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported participants rose from 278 in the plan year 2022 filing to 290 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351890652 · Orchard Software Corporation PY 2023 · 401(k)
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust · $26M · 290 · 77th
- PCT $26M
- EIN 290
- RANK 77th
- PHOTO 401(k)
- IND near Amarin Pharma Inc. 401(k) Plan
- EOY ind #15770
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 351890652 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orchard Software Corporation)
Sponsor-wide plan assets over time
All Orchard Software Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 43.0030188397521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $23M |
| 2023 | 1 | 290 | $26M |
| 2024 | 1 | 271 | $32M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Amarin Pharma Inc. 401(k) Plan in NJ ($26M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Amarin Pharma Inc. 401(k) Plan (NJ) $26M · 183
- Frontier Dermatology 401(k) Profit Sharing Plan (OR) $26M · 440
- Kyrish Truck Centers 401(k) Plan (TX) $26M · 498
- Adept Fasteners, Inc. 401(k) Profit Sharing Plan and Trust (CA) $26M · 218
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- Tireman/World Tire 401(k) Plan (OH) 290 · 0 off
- York Wallcoverings, Inc. 401(k) Profit Sharing Plan (PA) 290 · 0 off
- Fenner Dunlop Retirement and Savings Plan (PA) 290 · 0 off
- Truebeck Construction, Inc. 401(k) Plan (CA) 290 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.