Profit Sharing · DOL Form 5500 · 2023

Orkistrate, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
36th
Percentile by assets National rank
$156,790
Avg per participant Above avg balance/head
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Official DOL plan name: Orkistrate, Inc. Retirement Plan · Sponsored by Orkistrate, Inc. · Pennsylvania · Manufacturing

$3M in assets, 20 participants

Orkistrate, Inc.'s Orkistrate, Inc. Retirement Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,695 in Manufacturing (18,722 peers)

Orkistrate, Inc. multi-year trail

Orkistrate, Inc.'s plans moved +14.1% in assets from 2022 to 2024; this filing shows Orkistrate, Inc. Retirement Plan at $3M / 20 participants.

#3,695
in Manufacturing (18,722 peers)
+34.3%
assets growth YoY

Orkistrate, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Orkistrate, Inc. Retirement Plan vs every filed plan by assets

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

$3,135,792 36th percentile higher than 36% 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

Orkistrate, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orkistrate, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orkistrate, Inc. Retirement Plan reported net income rose from $229K in the plan year 2022 filing to $800K in the plan year 2023 filing.
  • Orkistrate, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Orkistrate, Inc. Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 811822277 · Orkistrate, Inc. PY 2023 · Profit Sharing

Orkistrate, Inc. Retirement Plan · $3M · 20 · 36th

  • RANK $3M
  • PHOTO 20
  • IND 36th
  • EOY Profit Sharing
  • 5500 near Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc
  • ASSETS ind #3695

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 Pennsylvania →

Orkistrate, Inc. Retirement Plan in the asset neighbourhood

Orkistrate, Inc. Retirement PlanOrkistrate, Inc. Retirement …$3MAu 74-1810474 P001 199812 Sc07 Modern Equipment IncAu 74-1810474 P001 199812 Sc…$3MNelson Builders, Inc. Profit Sharing PlanNelson Builders, Inc. Profit…$3MOverhead Door Company of Sarasota Profit Sharing PlanOverhead Door Company of Sar…$3MWorld Terminal Parking, Inc. Profit Sharing PlanWorld Terminal Parking, Inc.…$3M
End-of-year total assets ($M) among Orkistrate, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Orkistrate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orkistrate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.111692644421876% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.34M $2.67M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 20 $3M
2024 1 16 $3M

Orkistrate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$800K
Employer EIN811822277
Plan Effective Date2016-08-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Orkistrate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Orkistrate, Inc. Retirement Plan, Total assets ($B): 0.003135792 · Participants: 20Orkistrate, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Orkistrate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Orkistrate, Inc. Retirement Plan side-by-side with 3 peers →

Orkistrate, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc in SC ($3M); by covered participants it is Qrc Group Retirement Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Orkistrate, Inc. Retirement Plan assets move in 2023? ▼
Orkistrate, Inc. Retirement Plan surged - up 34.3% during 2023, from $2M to $3M. Reported net income was $800K.
How have Orkistrate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orkistrate, Inc.'s sponsor-wide assets grew 14.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Orkistrate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc in SC ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Orkistrate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Qrc Group Retirement Plan in PR (20 participants, $80K 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 811822277.

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.