401(k) · DOL Form 5500 · 2023

Orion Advisor Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
1,383
Participants Near avg headcount
92nd
Percentile by assets National rank
$88,410
Avg per participant Below avg balance/head
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Official DOL plan name: Orion Advisor Solutions, Inc. 401(k) Plan · Sponsored by Orion Advisor Solutions, Inc. · Nebraska · Finance & Insurance

$122M in assets, 1,383 participants

Orion Advisor Solutions, Inc.'s Orion Advisor Solutions, Inc. 401(k) Plan reported $122M in total assets and 1,383 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,841 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Orion Advisor Solutions, Inc. 401(k) Plan covers 1,383 participants in Nebraska, 2.5x the typical Nebraska plan (state average ~552 per filing). Assets: $122M.

#7,841
in Finance & Insurance (8,869 peers)
+34.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Orion Advisor Solutions, Inc. 401(k) Plan's outsized position by total assets

Orion Advisor Solutions, Inc. 401(k) Plan vs every filed plan by assets

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

$122,271,241 Top 8% higher than 92% 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 Advisor Solutions, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion Advisor Solutions, Inc. 401(k) Plan lands in the large band (1,383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion Advisor Solutions, Inc. 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Orion Advisor Solutions, Inc. 401(k) Plan end-of-year assets rose from $91M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Orion Advisor Solutions, Inc. 401(k) Plan reported participants rose from 1,333 in the plan year 2022 filing to 1,383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 851837981 · Orion Advisor Solutions, Inc. PY 2023 · 401(k)

Orion Advisor Solutions, Inc. 401(k) Plan · $122M · 1,383 · 92nd

  • PART $122M
  • PART 1,383
  • PART 92nd
  • PART 401(k)
  • PART near Semtech Corporation Retirement Savings Plan
  • PART ind #7841

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 Finance & Insurance retirement plans → · Plans in Nebraska →

Orion Advisor Solutions, Inc. 401(k) Plan in the asset neighbourhood

Qliktech Inc. 401(k) Plan$122MSemtech Corporation Retirement Savings PlanSemtech Corporation Retireme…$122MOrion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$122MScreen (USA) Retirement Plan$122MMedical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$122M
End-of-year total assets ($M) among Orion Advisor Solutions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$122M
Net Income$26M
Employer EIN851837981
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Advisor Solutions, Inc.)

Sponsor-wide plan assets over time

All Orion Advisor Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 61.5240952443435% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $90.8M $147M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 1,333 $91M
2023 1 1,383 $122M
2024 1 1,346 $147M

Nearby 401(k) Plans in Nebraska

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

Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -202468 Total assets ($B) Participants Orion Advisor Solutions, Inc. 401(k) Plan, Total assets ($B): 0.122271241 · Participants: 1383Orion Advisor Solutions, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Orion Advisor Solutions, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Semtech Corporation Retirement Savings Plan in CA ($122M); by covered participants it is L & F Distributors 401(k) Plan in TX (1,383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,383 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 Advisor Solutions, Inc. 401(k) Plan assets move in 2023? ▼
Orion Advisor Solutions, Inc. 401(k) Plan surged - up 34.7% during 2023, from $91M to $122M. Reported net income was $26M.
How have Orion Advisor Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Advisor Solutions, Inc.'s sponsor-wide assets grew 61.5%, from $91M to $147M.
Where does Orion Advisor Solutions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orion Advisor Solutions, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orion Advisor Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semtech Corporation Retirement Savings Plan in CA ($122M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Orion Advisor Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L & F Distributors 401(k) Plan in TX (1,383 participants, $28M 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 851837981.

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.