401(k) · DOL Form 5500 · 2023

Orr, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 1,414
Participants Near avg headcount: 57th
Percentile by assets National rank: $6,542
Avg per participant Low balance/head

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Official DOL plan name: Orr, Inc. 401(k) Profit Sharing Plan · Sponsored by Orr, Inc. · Texas · Retail Trade

$9M in assets, 1,414 participants

Orr, Inc.'s Orr, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 1,414 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

#5,677 in Retail Trade (8,414 peers)

Coverage in Texas

Orr, Inc. 401(k) Profit Sharing Plan covers 1,414 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $9M.

#5,677
in Retail Trade (8,414 peers): +22.2%
assets growth YoY

Orr, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Orr, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,250,329 Top 43% higher than 57% 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

Orr, Inc. 401(k) Profit Sharing 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. Orr, Inc. 401(k) Profit Sharing Plan lands in the large band (1,414 participants).

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%)

Orr, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Orr, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710393216 · Orr, Inc. PY 2023 · 401(k)

Orr, Inc. 401(k) Profit Sharing Plan · $9M · 1,414 · 57th

RANK $9M
PHOTO 1,414
IND 57th
EOY 401(k)
5500 near Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan
ASSETS ind #5677

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Orr, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	710393216
Plan Effective Date	1988-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Orr, Inc.)

Latest sponsor-wide plan assets: $10M 33.622611882674754% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,421	$8M
2023	1	1,414	$9M
2024	1	1,295	$10M

Nearby 401(k) Plans in Texas

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

Orr, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Orr, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orr, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is Precision Strip Retirement and Savings Plan in AZ (1,414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan (NY) $9M · 27
Harlem Children's Zone, Inc. Profit Sharing Plan (NY) $9M · 971
Tgg Limited Partnership 401(k) Retirement Plan and Trust (MA) $9M · 34
Epes Logistics Services 401(k) Retirement Plan (NC) $9M · 245

Similar participant headcount

Nearest other-state filings by covered participants (1,414 participants); asset peers above are excluded.

Precision Strip Retirement and Savings Plan (AZ) 1,414 · 0 off
The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) 1,414 · 0 off
Credit Karma, LLC Retirement Trust (CA) 1,414 · 0 off
Shelbyville Laundry Inc. 401(k) Profit Sharing Plan & Trust (KY) 1,414 · 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 did Orr, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Orr, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2023, from $8M to $9M. Reported net income was $2M.

How have Orr, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Orr, Inc.'s sponsor-wide assets grew 33.6%, from $8M to $10M.

Which 401(k) plans are similar in size to Orr, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan in NY ($9M, 27 participants).

Which 401(k) plans cover a similar participant headcount to Orr, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Precision Strip Retirement and Savings Plan in AZ (1,414 participants, $335M 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 710393216.