401(k) · DOL Form 5500 · 2023

Corient Services LLC 401(k) Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
922
Participants Near avg headcount
95th
Percentile by assets National rank
$245,744
Avg per participant Above avg balance/head
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Official DOL plan name: Corient Services LLC 401(k) Plan · Sponsored by Corient Services LLC · Florida · Finance & Insurance

$227M in assets, 922 participants

Corient Services LLC's Corient Services LLC 401(k) Plan reported $227M in total assets and 922 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,179 in Finance & Insurance (8,869 peers)

Where Corient Services LLC 401(k) Plan sits by assets

Corient Services LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $227M for 922 participants (~$245,744/participant), up 49.4% in 2023.

#8,179
in Finance & Insurance (8,869 peers)
+49.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Corient Services LLC 401(k) Plan's outsized position by total assets

Corient Services LLC 401(k) Plan vs every filed plan by assets

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

$226,575,656 Top 5% higher than 95% 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

Corient Services LLC 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. Corient Services LLC 401(k) Plan sits mid-pack in the medium band (922 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corient Services LLC 401(k) Plan reported participants rose from 342 in the plan year 2022 filing to 922 in the plan year 2023 filing.
  • Corient Services LLC 401(k) Plan reported net income rose from $23M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Corient Services LLC 401(k) Plan end-of-year assets rose from $152M in the plan year 2022 filing to $227M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 873513335 · Corient Services LLC PY 2023 · 401(k)

Corient Services LLC 401(k) Plan · $227M · 922 · 95th

  • EIN $227M
  • EIN 922
  • EIN 95th
  • EIN 401(k)
  • EIN near Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans
  • EIN ind #8179

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 Florida →

Corient Services LLC 401(k) Plan in the asset neighbourhood

Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment ProgramBristol-Myers Squibb Puerto …$227MAtkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) PlansAtkinson, Andelson, Loya, Ru…$227MCorient Services LLC 401(k) PlanCorient Services LLC 401(k) …$227MThe Cannon Corporation 401(k) PlanThe Cannon Corporation 401(k…$227MGibbons P.C. Thrift Savings Plan & TrustGibbons P.C. Thrift Savings …$226M
End-of-year total assets ($M) among Corient Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$227M
Net Income$53M
Employer EIN873513335
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corient Services LLC)

Sponsor-wide plan assets over time

All Corient Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$267M 76.24408620009507% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $152M $267M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 342 $152M
2023 1 922 $227M
2024 1 1,472 $267M

Nearby 401(k) Plans in Florida

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

Corient Services LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Corient Services LLC 401(k) Plan, Total assets ($B): 0.226575656 · Participants: 922Corient Services LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Corient Services LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Corient Services LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in CA ($227M); by covered participants it is The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. in OH (922 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (922 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 Corient Services LLC 401(k) Plan assets move in 2023? ▼
Corient Services LLC 401(k) Plan surged - up 49.4% during 2023, from $152M to $227M. Reported net income was $53M.
How have Corient Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corient Services LLC's sponsor-wide assets grew 76.2%, from $152M to $267M.
Where does Corient Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Corient Services LLC 401(k) Plan ranks in the 95th 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 Corient Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans in CA ($227M, 359 participants).
Which 401(k) plans cover a similar participant headcount to Corient Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. in OH (922 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 873513335.

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.