401(k) · DOL Form 5500 · 2023

Orchestra Biomed, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 49
Participants Small participant base: 42nd
Percentile by assets National rank: $91,234
Avg per participant Below avg balance/head

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Official DOL plan name: Orchestra Biomed 401(k) Plan · Sponsored by Orchestra Biomed, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 49 participants

Orchestra Biomed, Inc.'s Orchestra Biomed 401(k) Plan reported $4M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#8,091 in Professional & Technical Services (20,321 peers)

Orchestra Biomed, Inc. multi-year trail

Orchestra Biomed, Inc.'s plans moved +57.2% in assets from 2023 to 2024; this filing shows Orchestra Biomed 401(k) Plan at $4M / 49 participants.

#8,091
in Professional & Technical Services (20,321 peers): $1M
reported net income

Orchestra Biomed 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Orchestra Biomed 401(k) Plan vs every filed plan by assets

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

$4,470,472 42nd percentile higher than 42% 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

Orchestra Biomed 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. Orchestra Biomed 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 814914672 · Orchestra Biomed, Inc. PY 2023 · 401(k)

Orchestra Biomed 401(k) Plan · $4M · 49 · 42nd

SCH $4M
SCH 49
SCH 42nd
SCH 401(k)
SCH near Deep Instinct, Inc. 401(k) Plan
SCH ind #8091

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 Pennsylvania →

End-of-year total assets ($M) among Orchestra Biomed 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Orchestra Biomed, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 57.20002272690669% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	49	$4M
2024	1	51	$7M

Orchestra Biomed, Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	814914672
Plan Effective Date	2023-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Orchestra Biomed 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Orchestra Biomed 401(k) Plan side-by-side with 3 peers →

Orchestra Biomed 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Deep Instinct, Inc. 401(k) Plan in NY ($4M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Deep Instinct, Inc. 401(k) Plan (NY) $4M · 76
Vic's Profit Sharing Plan (MN) $4M · 27
James Mckoane Enterprises 401(k) Retirement Savings Plan (CA) $4M · 181
Avanti Residential, LLC Retirement Plan (CO) $4M · 178

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
Infopaginas 1081. 01(D) Plan (PR) 49 · 0 off

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 have Orchestra Biomed, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Orchestra Biomed, Inc.'s sponsor-wide assets grew 57.2%, from $4M to $7M.

Which 401(k) plans are similar in size to Orchestra Biomed 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Deep Instinct, Inc. 401(k) Plan in NY ($4M, 76 participants).

Which 401(k) plans cover a similar participant headcount to Orchestra Biomed 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants, N/A 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 814914672.