401(k) · DOL Form 5500 · 2023
Orix Corporation USA 401(k) Plan
Data updated 2026-08-11
- $266M
- Total assets
- 1,102
- Participants
- 96th
- Percentile by assets
- $241,631
- Avg per participant
Official DOL plan name: Orix Corporation USA Savings and Investment Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance
$266M in assets, 1,102 participants
Orix Corporation USA's Orix Corporation USA Savings and Investment Plan reported $266M in total assets and 1,102 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,251 in Finance & Insurance (8,869 peers)
Where Orix Corporation USA Savings and Investment Plan sits by assets
Orix Corporation USA Savings and Investment Plan sits in the top 5% of all filed plans by assets, $266M for 1,102 participants (~$241,631/participant), up 46.1% in 2023.
- $266M
- total plan assets (2023 EOY)
- 1,102
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $241,631
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Orix Corporation USA Savings and Investment Plan reported net income rose from -$24M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Orix Corporation USA Savings and Investment Plan end-of-year assets rose from $182M in the plan year 2022 filing to $266M in the plan year 2023 filing.
- Orix Corporation USA Savings and Investment Plan reported participants rose from 1,003 in the plan year 2022 filing to 1,102 in the plan year 2023 filing.
Orix Corporation USA Savings and Investment Plan vs the 2023 asset distribution
By assets, Orix Corporation USA Savings and Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $266M |
| Net Income | $51M |
| Employer EIN | 133095268 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orix Corporation USA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,003 | $182M |
| 2023 | 1 | 1,102 | $266M |
| 2024 | 1 | 1,262 | $315M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Orix Corporation USA Savings and Investment 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Orix Corporation USA Savings and Investment Plan by total assets, not by location.
- Hughes Hubbard & Reed Defined Contribution Retirement Plan (NY) $266M · 312
- National Healthcare Corporation 401(k) Plan (TN) $266M · 13,894
- Eqt Corporation Employee Savings Plan (PA) $266M · 742
- Morgan US Employees' 401(k) Plan (NC) $266M · 2,163
Frequently Asked Questions
How did Orix Corporation USA Savings and Investment Plan assets move in 2023? ▼
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Next read for Orix Corporation USA Savings and Investm…
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Ways to act on Orix Corporation USA Savings and Investment Plan's numbers.
- By total assets, Orix Corporation USA Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Orix Corporation USA's sponsor-wide assets have grown 73.0% since 2022 across 3 plan years on file. More Finance & Insurance plans