401(k) · DOL Form 5500 · 2023

Orix Corporation USA 401(k) Plan

Data updated 2026-08-25

$266M
Total assets Near avg plan size
1,102
Participants Near avg headcount
96th
Percentile by assets National rank
$241,631
Avg per participant Above avg balance/head
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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.

  • #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.

#8,251
in Finance & Insurance (8,869 peers)
+46.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Orix Corporation USA Savings and Investment Plan's outsized position by total assets

Orix Corporation USA Savings and Investment Plan vs every filed plan by assets

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

$266,277,412 Top 4% higher than 96% 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

Orix Corporation USA Savings and Investment 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. Orix Corporation USA Savings and Investment Plan lands in the large band (1,102 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133095268 · Orix Corporation USA PY 2023 · 401(k)

Orix Corporation USA Savings and Investment Plan · $266M · 1,102 · 96th

  • BOY $266M
  • BOY 1,102
  • BOY 96th
  • BOY 401(k)
  • BOY near Hughes Hubbard & Reed Defined Contribution Retirement Plan
  • BOY ind #8251

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 Texas →

Orix Corporation USA Savings and Investment Plan in the asset neighbourhood

Eqt Corporation Employee Savings PlanEqt Corporation Employee Sav…$266MNational Healthcare Corporation 401(k) PlanNational Healthcare Corporat…$266MOrix Corporation USA Savings and Investment PlanOrix Corporation USA Savings…$266MHughes Hubbard & Reed Defined Contribution Retirement PlanHughes Hubbard & Reed Define…$266MMorgan US Employees' 401(k) PlanMorgan US Employees' 401(k) …$266M
End-of-year total assets ($M) among Orix Corporation USA Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$266M
Net Income$51M
Employer EIN133095268
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orix Corporation USA)

Sponsor-wide plan assets over time

All Orix Corporation USA plans reported in each filing year

Latest sponsor-wide plan assets
$315M 73.0146448314478% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $182M $315M ▲ +73.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orix Corporation USA Savings and Investment Plan, Total assets ($B): 0.266277412 · Participants: 1102Orix Corporation USA Savings and Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orix Corporation USA Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orix Corporation USA Savings and Investment Plan side-by-side with 3 peers →

Orix Corporation USA Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hughes Hubbard & Reed Defined Contribution Retirement Plan in NY ($266M); by covered participants it is Mag Ds Corp. 401(k) Plan in VA (1,102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($266M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,102 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 Orix Corporation USA Savings and Investment Plan assets move in 2023? ▼
Orix Corporation USA Savings and Investment Plan surged - up 46.1% during 2023, from $182M to $266M. Reported net income was $51M.
How have Orix Corporation USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orix Corporation USA's sponsor-wide assets grew 73.0%, from $182M to $315M.
Where does Orix Corporation USA Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Orix Corporation USA Savings and Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hughes Hubbard & Reed Defined Contribution Retirement Plan in NY ($266M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mag Ds Corp. 401(k) Plan in VA (1,102 participants, $106M 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 133095268.

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.