401(k) · DOL Form 5500 · 2023

Orion Engineered Carbons 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
350
Participants Below avg headcount
89th
Percentile by assets National rank
$206,187
Avg per participant Above avg balance/head
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Official DOL plan name: Orion Engineered Carbons 401(k) Savings Plan · Sponsored by Orion Engineered Carbons · Texas · Manufacturing

$72M in assets, 350 participants

Orion Engineered Carbons's Orion Engineered Carbons 401(k) Savings Plan reported $72M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,629 in Manufacturing (18,722 peers)

Where Orion Engineered Carbons 401(k) Savings Plan sits by assets

Orion Engineered Carbons 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $72M for 350 participants (~$206,187/participant), up 12.5% in 2023.

#15,629
in Manufacturing (18,722 peers)
+12.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Orion Engineered Carbons 401(k) Savings Plan's outsized position by total assets

Orion Engineered Carbons 401(k) Savings Plan vs every filed plan by assets

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

$72,165,575 Top 11% higher than 89% 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

Orion Engineered Carbons 401(k) Savings Plan 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. Orion Engineered Carbons 401(k) Savings Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion Engineered Carbons 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Orion Engineered Carbons 401(k) Savings Plan end-of-year assets rose from $64M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Orion Engineered Carbons 401(k) Savings Plan reported participants rose from 332 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030614703 · Orion Engineered Carbons PY 2023 · 401(k)

Orion Engineered Carbons 401(k) Savings Plan · $72M · 350 · 89th

  • RANK $72M
  • RANK 350
  • RANK 89th
  • RANK 401(k)
  • RANK near American Software, Inc. 401(k)/Profit Sharing Plan
  • RANK ind #15629

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 →

Orion Engineered Carbons 401(k) Savings Plan in the asset neighbourhood

Orion Engineered Carbons 401(k) Savings PlanOrion Engineered Carbons 401…$72MAmerican Software, Inc. 401(k)/Profit Sharing PlanAmerican Software, Inc. 401(…$72MPennsylvania State Education Association 401(k) Retirement PlanPennsylvania State Education…$72MSun Communities, Inc. 401(k) PlanSun Communities, Inc. 401(k)…$72MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$72M
End-of-year total assets ($M) among Orion Engineered Carbons 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$72M
Net Income$8M
Employer EIN030614703
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Engineered Carbons)

Sponsor-wide plan assets over time

All Orion Engineered Carbons plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.01580244028451% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.2M $77.6M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 332 $64M
2023 1 350 $72M
2024 1 355 $78M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orion Engineered Carbons 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orion Engineered Carbons 401(k) Savings Plan, Total assets ($B): 0.072165575 · Participants: 350Orion Engineered Carbons 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orion Engineered Carbons 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orion Engineered Carbons 401(k) Savings Plan side-by-side with 3 peers →

Orion Engineered Carbons 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Software, Inc. 401(k)/Profit Sharing Plan in GA ($72M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Orion Engineered Carbons 401(k) Savings Plan assets move in 2023? ▼
Orion Engineered Carbons 401(k) Savings Plan grew at a solid clip - up 12.5% during 2023, from $64M to $72M. Reported net income was $8M.
How have Orion Engineered Carbons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Engineered Carbons's sponsor-wide assets grew 21.0%, from $64M to $78M.
Where does Orion Engineered Carbons 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Orion Engineered Carbons 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orion Engineered Carbons 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Software, Inc. 401(k)/Profit Sharing Plan in GA ($72M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Orion Engineered Carbons 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M 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 030614703.

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.