401(k) · DOL Form 5500 · 2023
Orion South, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $87,547
- Avg per participant Below avg balance/head
Official DOL plan name: Orion South, Inc. Profit Sharing Plan and Trust · Sponsored by Orion South, Inc. · Louisiana · Wholesale Trade
$20M in assets, 223 participants
Orion South, Inc.'s Orion South, Inc. Profit Sharing Plan and Trust reported $20M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,350 in Wholesale Trade (6,309 peers)
Coverage in Louisiana
Orion South, Inc. Profit Sharing Plan and Trust covers 223 participants in Louisiana, about 45% of the average Louisiana filer (state average ~495 per filing). Assets: $20M.
- #4,350
- in Wholesale Trade (6,309 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orion South, Inc. Profit Sharing Plan and Trust's outsized position by total assets
Orion South, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,522,899 Top 28% higher than 72% 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
Orion South, Inc. Profit Sharing Plan and Trust 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. Orion South, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orion South, Inc. Profit Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Orion South, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $22M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Orion South, Inc. Profit Sharing Plan and Trust reported participants fell from 236 in the plan year 2022 filing to 223 in the plan year 2023 filing.
DOL schedule card
Filing strip 720485984 · Orion South, Inc. PY 2023 · 401(k)
Orion South, Inc. Profit Sharing Plan and Trust · $20M · 223 · 72nd
- RANK $20M
- PHOTO 223
- IND 72nd
- EOY 401(k)
- 5500 near Remarkable Foods, Inc. 401(k) Plan
- ASSETS ind #4350
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 Wholesale Trade retirement plans → · Plans in Louisiana →
Orion South, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 720485984 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orion South, Inc.)
Sponsor-wide plan assets over time
All Orion South, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 78.42406271796006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 236 | $22M |
| 2023 | 1 | 223 | $20M |
| 2024 | 1 | 162 | $5M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Orion South, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Remarkable Foods, Inc. 401(k) Plan in NY ($20M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Remarkable Foods, Inc. 401(k) Plan (NY) $20M · 1,587
- E & B Natural Resources Management Corp. 401(k) Plan (CA) $20M · 292
- Pariser Dermatology Specialists, Ltd., 401(k) Profit Sharing Plan (VA) $20M · 156
- Coastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing Plan (FL) $20M · 206
Similar participant headcount
Nearest other-state filings by covered participants (223 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.