Profit Sharing · DOL Form 5500 · 2023

Orangewood Foundation Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
173
Participants Small participant base
48th
Percentile by assets National rank
$34,684
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orangewood Foundation 403(b) Plan · Sponsored by Orangewood Foundation · California · Other Services

$6M in assets, 173 participants

Orangewood Foundation's Orangewood Foundation 403(b) Plan reported $6M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,388 in Other Services (7,857 peers)

Coverage in California

Orangewood Foundation 403(b) Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,388
in Other Services (7,857 peers)
+21.1%
assets growth YoY

Orangewood Foundation 403(b) Plan's mid-pack asset rank among Other Services and all filers

Orangewood Foundation 403(b) Plan vs every filed plan by assets

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

$6,000,351 48th percentile higher than 48% 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

Orangewood Foundation 403(b) 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. Orangewood Foundation 403(b) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orangewood Foundation 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Orangewood Foundation 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Orangewood Foundation 403(b) Plan reported participants rose from 148 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953616628 · Orangewood Foundation PY 2023 · Profit Sharing

Orangewood Foundation 403(b) Plan · $6M · 173 · 48th

  • BOY $6M
  • BOY 173
  • BOY 48th
  • BOY Profit Sharing
  • BOY near Timothy G. Casey, PA Profit Sharing Plan
  • BOY ind #5388

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 Other Services retirement plans → · Plans in California →

Orangewood Foundation 403(b) Plan in the asset neighbourhood

Orangewood Foundation 403(b) PlanOrangewood Foundation 403(b)…$6MTimothy G. Casey, PA Profit Sharing PlanTimothy G. Casey, PA Profit …$6MFrank Taliercio Profit Sharing Plan and TrustFrank Taliercio Profit Shari…$6M401(a) Profit-Sharing Plan for Employees of Urban Pathways, Inc.401(a) Profit-Sharing Plan f…$6MTexas-Lehigh Cement Company Profit Sharing and Retirement PlanTexas-Lehigh Cement Company …$6M
End-of-year total assets ($M) among Orangewood Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN953616628
Plan Effective Date2007-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Orangewood Foundation)

Sponsor-wide plan assets over time

All Orangewood Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.18508634051784% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.95M $7.19M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 148 $5M
2023 1 173 $6M
2024 1 177 $7M

Nearby Profit Sharing Plans in California

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

Orangewood Foundation 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Orangewood Foundation 403(b) Plan, Total assets ($B): 0.006000351 · Participants: 173Orangewood Foundation 403(b) 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
Orangewood Foundation 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Orangewood Foundation 403(b) Plan side-by-side with 3 peers →

Orangewood Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Timothy G. Casey, PA Profit Sharing Plan in MD ($6M); by covered participants it is Battle Ground Academy Pension Plan in TN (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Orangewood Foundation 403(b) Plan assets move in 2023? ▼
Orangewood Foundation 403(b) Plan grew sharply - up 21.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Orangewood Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orangewood Foundation's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Orangewood Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Timothy G. Casey, PA Profit Sharing Plan in MD ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Orangewood Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Battle Ground Academy Pension Plan in TN (173 participants, $22M 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 953616628.

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.