401(k) · DOL Form 5500 · 2023

Ora, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 316
Participants Below avg headcount: 74th
Percentile by assets National rank: $67,789
Avg per participant Below avg balance/head

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Official DOL plan name: Ora 401(k) Plan · Sponsored by Ora, Inc. · Massachusetts · Professional & Technical Services

$21M in assets, 316 participants

Ora, Inc.'s Ora 401(k) Plan reported $21M in total assets and 316 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.

#15,015 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Ora 401(k) Plan covers 316 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#15,015
in Professional & Technical Services (20,321 peers): +37.5%
assets growth YoY

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

Ora 401(k) Plan vs every filed plan by assets

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

$21,421,189 Top 26% higher than 74% 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

Ora 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. Ora 401(k) Plan sits mid-pack in the medium band (316 participants).

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%)

Ora 401(k) Plan reported net income rose from -$120K in the plan year 2022 filing to $6M in the plan year 2023 filing.
Ora 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Ora 401(k) Plan reported participants fell from 345 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043174215 · Ora, Inc. PY 2023 · 401(k)

Ora 401(k) Plan · $21M · 316 · 74th

EOY $21M
EOY 316
EOY 74th
EOY 401(k)
EOY near Community Reach Center Systems, Inc. Retirement Plan
EOY ind #15015

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Ora 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$21M
Net Income	$6M
Employer EIN	043174215
Plan Effective Date	1999-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ora, Inc.)

Latest sponsor-wide plan assets: $26M 68.50190629228959% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	345	$16M
2023	1	316	$21M
2024	1	355	$26M

Nearby 401(k) Plans in Massachusetts

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

Ora 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Ora 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Community Reach Center Systems, Inc. Retirement Plan in CO ($21M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Community Reach Center Systems, Inc. Retirement Plan (CO) $21M · 393
Pesg, LLC 401(k) Plan (TN) $21M · 3,082
Winchester Cardiology and Vascular Medicine, P. C. 401(k) Profit Sharing Plan (VA) $21M · 126
Motco, Inc. 401(k) & Profit Sharing Plan (FL) $21M · 203

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

Akin Ford 401(k) Employees Savings Plan (GA) 316 · 0 off
Unitus Community Credit Union 401(k) Plan (OR) 316 · 0 off
4life Research, LLC 401(k) Plan (UT) 316 · 0 off
Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust (GA) 316 · 0 off

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 Ora 401(k) Plan assets move in 2023? ▼

Ora 401(k) Plan surged - up 37.5% during 2023, from $16M to $21M. Reported net income was $6M.

How have Ora, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ora, Inc.'s sponsor-wide assets grew 68.5%, from $16M to $26M.

Which 401(k) plans are similar in size to Ora 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Community Reach Center Systems, Inc. Retirement Plan in CO ($21M, 393 participants).

Which 401(k) plans cover a similar participant headcount to Ora 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 043174215.