Defined Benefit (Pension) · DOL Form 5500 · 2023

Ort America, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
3
Participants Small participant base
59th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Employees' Pension Plan of American Ort, Inc. · Sponsored by Ort America, Inc. · New York · Other Services

$10M in assets, 3 participants

Ort America, Inc.'s Employees' Pension Plan of American Ort, Inc. reported $10M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,026 in Other Services (7,857 peers)

Ort America, Inc. multi-year trail

Ort America, Inc.'s plans moved -14.3% in assets from 2023 to 2024; this filing shows Employees' Pension Plan of American Ort, Inc. at $10M / 3 participants.

#6,026
in Other Services (7,857 peers)
+67.1%
assets growth YoY

Employees' Pension Plan of American Ort, Inc.'s mid-pack asset rank among Other Services and all filers

Employees' Pension Plan of American Ort, Inc. vs every filed plan by assets

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

$10,252,155 Top 41% higher than 59% 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

Employees' Pension Plan of American Ort, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Pension Plan of American Ort, Inc. is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 135562424 · Ort America, Inc. PY 2023 · Defined Benefit (Pension)

Employees' Pension Plan of American Ort, Inc. · $10M · 3 · 59th

  • BOOK $10M
  • VS-ST 3
  • BOY 59th
  • SCH Defined Benefit (Pension)
  • EBSA near Rail Products International, Inc. Union Employees Pension Plan
  • PART ind #6026

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 Other Services retirement plans → · Plans in New York →

Employees' Pension Plan of American Ort, Inc. in the asset neighbourhood

Key Safety Systems, Inc. Knoxville Pension PlanKey Safety Systems, Inc. Kno…$10MEmployees' Pension Plan of American Ort, Inc.Employees' Pension Plan of A…$10MRail Products International, Inc. Union Employees Pension PlanRail Products International,…$10MFred Weber, Inc Nonunion Employees Retirement PlanFred Weber, Inc Nonunion Emp…$10MSoutheast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$10M
End-of-year total assets ($M) among Employees' Pension Plan of American Ort, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ort America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ort America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 14.338770726739892% vs 2023
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 20232024 $10.3M $8.78M ▼ -14.3%
Year Plans Participants Total Assets
2023 1 3 $10M
2024 1 3 $9M

Ort America, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN135562424
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Employees' Pension Plan of American Ort, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees' Pension Plan of American Ort, Inc., Total assets ($B): 0.010252155 · Participants: 3Employees' Pension Plan of American Ort, Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Employees' Pension Plan of American Ort, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Pension Plan of American Ort, Inc. side-by-side with 3 peers →

Employees' Pension Plan of American Ort, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Rail Products International, Inc. Union Employees Pension Plan in OH ($10M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Employees' Pension Plan of American Ort, Inc. assets move in 2023? ▼
Employees' Pension Plan of American Ort, Inc. surged - up 67.1% during 2023, from $6M to $10M. Reported net income was $4M.
How have Ort America, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ort America, Inc.'s sponsor-wide assets declined 14.3%, from $10M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Pension Plan of American Ort, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rail Products International, Inc. Union Employees Pension Plan in OH ($10M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Pension Plan of American Ort, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A 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 135562424.

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.