401(k) · DOL Form 5500 · 2023

Orion Group Management, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
677
Participants Below avg headcount
74th
Percentile by assets National rank
$32,784
Avg per participant Low balance/head
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Official DOL plan name: Orion Group 401(k) Plan · Sponsored by Orion Group Management, Inc. · New York · Management of Enterprises

$22M in assets, 677 participants

Orion Group Management, Inc.'s Orion Group 401(k) Plan reported $22M in total assets and 677 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #613 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Orion Group 401(k) Plan ranks #613 of 1,137 2023 filers by assets (1602% of the sector average)-$22M for 677 participants.

#613
in Management of Enterprises (1,137 peers)
+35.4%
assets growth YoY

Orion Group 401(k) Plan's outsized position by total assets

Orion Group 401(k) Plan vs every filed plan by assets

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

$22,194,663 Top 26% higher than 74% 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

Orion Group 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. Orion Group 401(k) Plan sits mid-pack in the medium band (677 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion Group 401(k) Plan reported net income rose from -$231K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Orion Group 401(k) Plan reported participants rose from 212 in the plan year 2022 filing to 677 in the plan year 2023 filing.
  • Orion Group 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 863071207 · Orion Group Management, Inc. PY 2023 · 401(k)

Orion Group 401(k) Plan · $22M · 677 · 74th

  • BOOK $22M
  • VS-ST 677
  • BOY 74th
  • SCH 401(k)
  • EBSA near Arizona Arthritis & Rheumatology Associates, P.C. 401(k) Profit Sharing
  • PART ind #613

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 Management of Enterprises retirement plans → · Plans in New York →

Orion Group 401(k) Plan in the asset neighbourhood

Arizona Arthritis & Rheumatology Associates, P.C. 401(k) Profit SharingArizona Arthritis & Rheumato…$22MGeiger Ready-Mix Co., Inc. 401(k) Profit Sharing PlanGeiger Ready-Mix Co., Inc. 4…$22MKalix Retirement Plan$22MOrion Group 401(k) Plan$22MMerjent Inc. 401(k) Profit Sharing Plan and TrustMerjent Inc. 401(k) Profit S…$22M
End-of-year total assets ($M) among Orion Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN863071207
Plan Effective Date2020-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Group Management, Inc.)

Sponsor-wide plan assets over time

All Orion Group Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 435.5119497800413% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $16.4M $87.8M ▲ +435.4%
Year Plans Participants Total Assets
2022 1 212 $16M
2023 1 677 $22M
2024 1 877 $88M

Nearby 401(k) Plans in New York

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

Orion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Orion Group 401(k) Plan, Total assets ($B): 0.022194663 · Participants: 677Orion Group 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
Orion Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Orion Group 401(k) Plan side-by-side with 3 peers →

Orion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arizona Arthritis & Rheumatology Associates, P.C. 401(k) Profit Sharing in AZ ($22M); by covered participants it is Edwards Lifesciences Technology Sarl Retirement in PR (677 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (677 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 Orion Group 401(k) Plan assets move in 2023? ▼
Orion Group 401(k) Plan surged - up 35.4% during 2023, from $16M to $22M. Reported net income was $5M.
How have Orion Group Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Group Management, Inc.'s sponsor-wide assets grew 435.5%, from $16M to $88M.
Which 401(k) plans are similar in size to Orion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arizona Arthritis & Rheumatology Associates, P.C. 401(k) Profit Sharing in AZ ($22M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Orion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences Technology Sarl Retirement in PR (677 participants, $45M 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 863071207.

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.