401(k) · DOL Form 5500 · 2023

Orion Health Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
79
Participants Small participant base
65th
Percentile by assets National rank
$167,184
Avg per participant Above avg balance/head
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Official DOL plan name: Orion Health Inc. 401(k) Plan · Sponsored by Orion Health Inc. · Massachusetts · Professional & Technical Services

$13M in assets, 79 participants

Orion Health Inc.'s Orion Health Inc. 401(k) Plan reported $13M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,966 in Professional & Technical Services (20,321 peers)

Orion Health Inc. multi-year trail

Orion Health Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Orion Health Inc. 401(k) Plan at $13M / 79 participants.

#12,966
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY

Orion Health Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Orion Health Inc. 401(k) Plan vs every filed plan by assets

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

$13,207,520 Top 35% higher than 65% 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 Health Inc. 401(k) 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. Orion Health Inc. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion Health Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Orion Health Inc. 401(k) Plan reported participants rose from 59 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Orion Health Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260047440 · Orion Health Inc. PY 2023 · 401(k)

Orion Health Inc. 401(k) Plan · $13M · 79 · 65th

  • PCT $13M
  • PCT 79
  • PCT 65th
  • PCT 401(k)
  • PCT near You Need a Budget LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #12966

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 Massachusetts →

Orion Health Inc. 401(k) Plan in the asset neighbourhood

Orion Health Inc. 401(k) Plan$13MYou Need a Budget LLC 401(k) Profit Sharing Plan and TrustYou Need a Budget LLC 401(k)…$13MBvpv Styrenics LLC Capital Accumulation PlanBvpv Styrenics LLC Capital A…$13MMunicipal Authority of Westmoreland County 401(k) PlanMunicipal Authority of Westm…$13MAtlas Construction Supply, Inc. Retirement Savings PlanAtlas Construction Supply, I…$13M
End-of-year total assets ($M) among Orion Health Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orion Health Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orion Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.270868018000932% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $13.9M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 59 $11M
2023 1 79 $13M
2024 1 50 $14M

Orion Health Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN260047440
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Orion Health Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Orion Health Inc. 401(k) Plan, Total assets ($B): 0.01320752 · Participants: 79Orion Health Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Orion Health Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Orion Health Inc. 401(k) Plan side-by-side with 3 peers →

Orion Health Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is You Need a Budget LLC 401(k) Profit Sharing Plan and Trust in UT ($13M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Health Inc. 401(k) Plan assets move in 2023? ▼
Orion Health Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Orion Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Health Inc.'s sponsor-wide assets grew 21.3%, from $11M to $14M.
Which 401(k) plans are similar in size to Orion Health Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is You Need a Budget LLC 401(k) Profit Sharing Plan and Trust in UT ($13M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Orion Health Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 260047440.

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.