401(k) · DOL Form 5500 · 2023

Orville's Appliance, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
166
Participants Small participant base
70th
Percentile by assets National rank
$106,025
Avg per participant Below avg balance/head
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Official DOL plan name: Orville's Appliance, Inc. 401(k) Plan · Sponsored by Orville's Appliance, Inc. · New York · Retail Trade

$18M in assets, 166 participants

Orville's Appliance, Inc.'s Orville's Appliance, Inc. 401(k) Plan reported $18M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,803 in Retail Trade (8,414 peers)

Coverage in New York

Orville's Appliance, Inc. 401(k) Plan covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $18M.

#6,803
in Retail Trade (8,414 peers)
+20.9%
assets growth YoY

Orville's Appliance, Inc. 401(k) Plan's outsized position by total assets

Orville's Appliance, Inc. 401(k) Plan vs every filed plan by assets

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

$17,600,147 Top 30% higher than 70% 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

Orville's Appliance, Inc. 401(k) Plan 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. Orville's Appliance, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orville's Appliance, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Orville's Appliance, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Orville's Appliance, Inc. 401(k) Plan reported participants fell from 170 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160904439 · Orville's Appliance, Inc. PY 2023 · 401(k)

Orville's Appliance, Inc. 401(k) Plan · $18M · 166 · 70th

  • EOY $18M
  • EOY 166
  • EOY 70th
  • EOY 401(k)
  • EOY near Flood & Peterson Insurance, Inc. Profit Sharing Plan
  • EOY ind #6803

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 New York →

Orville's Appliance, Inc. 401(k) Plan in the asset neighbourhood

Orville's Appliance, Inc. 401(k) PlanOrville's Appliance, Inc. 40…$18MFlood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$18MStratix Corporation 401(k) PlanStratix Corporation 401(k) P…$18MSbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$18MClark Grave Vault Company Employees 401(k) Profit Sharing Plan and TrustClark Grave Vault Company Em…$18M
End-of-year total assets ($M) among Orville's Appliance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN160904439
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orville's Appliance, Inc.)

Sponsor-wide plan assets over time

All Orville's Appliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.57000416727235% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.6M $20.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 170 $15M
2023 1 166 $18M
2024 1 155 $20M

Nearby 401(k) Plans in New York

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

Orville's Appliance, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orville's Appliance, Inc. 401(k) Plan, Total assets ($B): 0.017600147 · Participants: 166Orville's Appliance, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Orville's Appliance, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orville's Appliance, Inc. 401(k) Plan side-by-side with 3 peers →

Orville's Appliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Flood & Peterson Insurance, Inc. Profit Sharing Plan in CO ($18M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Orville's Appliance, Inc. 401(k) Plan assets move in 2023? ▼
Orville's Appliance, Inc. 401(k) Plan grew sharply - up 20.9% during 2023, from $15M to $18M. Reported net income was $3M.
How have Orville's Appliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orville's Appliance, Inc.'s sponsor-wide assets grew 38.6%, from $15M to $20M.
Which 401(k) plans are similar in size to Orville's Appliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flood & Peterson Insurance, Inc. Profit Sharing Plan in CO ($18M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Orville's Appliance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 160904439.

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.