Defined Benefit (Pension) · DOL Form 5500 · 2023

Orix Corporation USA Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: N/A
Participants Small participant base: 83rd
Percentile by assets National rank

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Official DOL plan name: Orix Financial Services, Inc. Retirement Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance

$38M in assets, N/A participants

Orix Corporation USA's Orix Financial Services, Inc. Retirement Plan reported $38M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

#6,499 in Finance & Insurance (8,869 peers)

Where Orix Financial Services, Inc. Retirement Plan sits by assets

Orix Financial Services, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $38M for N/A participants, up 2.4% in 2023.

#6,499
in Finance & Insurance (8,869 peers): +2.4%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Orix Financial Services, Inc. Retirement Plan's outsized position by total assets

Orix Financial Services, Inc. Retirement Plan vs every filed plan by assets

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

$38,498,941 Top 17% higher than 83% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Orix Financial Services, Inc. Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $905K in the plan year 2023 filing.
Orix Financial Services, Inc. Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132507476 · Orix Corporation USA PY 2023 · Defined Benefit (Pension)

Orix Financial Services, Inc. Retirement Plan · $38M · N/A · 83rd

NET $38M
BOOK N/A
VS-ST 83rd
BOY Defined Benefit (Pension)
SCH near Sola Optical Pension Plan
EBSA ind #6499

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 →

End-of-year total assets ($M) among Orix Financial Services, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$38M
Net Income	$905K
Employer EIN	132507476
Plan Effective Date	1989-09-18
Filing Status	FILING RECEIVED

Sponsor Plan History (Orix Corporation USA)

Latest sponsor-wide plan assets: $37M 1.7017707704637688% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$38M
2023	1	N/A	$38M
2024	1	N/A	$37M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Orix Financial Services, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare Orix Financial Services, Inc. Retirement Plan side-by-side with 3 peers →

Orix Financial Services, Inc. Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Sola Optical Pension Plan in KY at $39M (this filing: $38M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Sola Optical Pension Plan (KY) $39M · 36
Tma-Ila Pension Plan (VA) $38M · 194
IBEW Local Union 64 Pension Plan (OH) $38M · 315
St. Marys Location Pension Plan for Eligible Union Employees (MI) $39M · 218

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 Financial Services, Inc. Retirement Plan assets move in 2023? ▼

Orix Financial Services, Inc. Retirement Plan edged up modestly - up 2.4% during 2023, from $38M to $38M. Reported net income was $905K.

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 declined 1.7%, from $38M to $37M.

Where does Orix Financial Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Orix Financial Services, Inc. Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Orix Financial Services, Inc. Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sola Optical Pension Plan in KY ($39M, 36 participants).

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 132507476.