401(k) · DOL Form 5500 · 2023
Aor Direct, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $574,537
- Avg per participant High balance/head
Official DOL plan name: Aor Direct, LLC Profit Sharing Plan · Sponsored by Aor Direct, LLC · Arizona · Professional & Technical Services
$2M in assets, 4 participants
Aor Direct, LLC's Aor Direct, LLC Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,750 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Aor Direct, LLC Profit Sharing Plan holds $2M for 4 participants - about $574,537 per participant, in the lower half of filed plans by assets.
- #5,750
- in Professional & Technical Services (20,321 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aor Direct, LLC Profit Sharing Plan among the smaller filed plans by assets
Aor Direct, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,298,146 32nd percentile higher than 32% 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
Aor Direct, LLC Profit Sharing 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. Aor Direct, LLC Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aor Direct, LLC Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Aor Direct, LLC Profit Sharing Plan reported net income rose from -$76K in the plan year 2022 filing to -$72K in the plan year 2023 filing.
- Aor Direct, LLC Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 261633380 · Aor Direct, LLC PY 2023 · 401(k)
Aor Direct, LLC Profit Sharing Plan · $2M · 4 · 32nd
- 5500 $2M
- 5500 4
- 5500 32nd
- 5500 401(k)
- 5500 near Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust
- 5500 ind #5750
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 Arizona →
Aor Direct, LLC Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$72K |
| Employer EIN | 261633380 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aor Direct, LLC)
Sponsor-wide plan assets over time
All Aor Direct, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.903744425464811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 3 | $3M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Aor Direct, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Athena Global Advisors, Inc. 401(k) Profit Sharing Plan and Trust in PA ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.