401(k) · DOL Form 5500 · 2023

Orion Advisor Solutions, Inc. 401(k) Plan

Data updated 2026-08-11

$122M
Total assets: 1,383
Participants: 92nd
Percentile by assets: $88,410
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$122M
total plan assets (2023 EOY): 1,383
covered participants: 92nd
percentile by assets (of 127,072 plans): $88,410
avg assets per participant

Where Orion Advisor Solutions, Inc. 401(k) Plan sits 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

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 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 →

State

Nebraska

Industry

Finance & Insurance

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Orion Advisor Solutions, Inc. 401(k) Plan reports 1,383 participants - 2.5x that state average ($122M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)	$91M
Net Assets (End of Year)	$122M
Net Income	$26M
Employer EIN	851837981
Plan Effective Date	2003-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Orion Advisor Solutions, Inc.)

Total plan assets by year, all Orion Advisor Solutions, Inc. plans on file

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

Hdr, Inc. Best Plan and ESOP $6.3B · 10,652
Peter Kiewit Sons, Inc. Retirement Savings Plan $2.4B · 16,947
Union Pacific Corporation Thrift Plan $2.3B · 5,470
Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.3B · 27,770
First National of Nebraska, Inc. First Savings Plan $926M · 5,038

Compare Orion Advisor Solutions, Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orion Advisor Solutions, Inc. 401(k) Plan by total assets, not by location.

Semtech Corporation Retirement Savings Plan (CA) $122M · 404
Screen (USA) Retirement Plan (IL) $122M · 426
Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan (CA) $122M · 225
Qliktech Inc. 401(k) Plan (PA) $122M · 852

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).

Next read for Orion Advisor Solutions, Inc. 401(k) Pla…

Filing takeaways

Ways to act on Orion Advisor Solutions, Inc. 401(k) Plan's numbers.

By total assets, Orion Advisor Solutions, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
Orion Advisor Solutions, Inc.'s sponsor-wide assets have grown 61.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.