401(k) · DOL Form 5500 · 2023
Corient Services LLC 401(k) Plan
Data updated 2026-08-11
- $227M
- Total assets
- 922
- Participants
- 95th
- Percentile by assets
- $245,744
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $227M
- total plan assets (2023 EOY)
- 922
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $245,744
- avg assets per participant
Where Corient Services LLC 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Corient Services LLC 401(k) Plan vs the 2023 asset distribution
By assets, Corient Services LLC 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $227M |
| Net Income | $53M |
| Employer EIN | 873513335 |
| Plan Effective Date | 2020-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Corient Services LLC)
| 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
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Corient Services LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Corient Services LLC 401(k) Plan assets move in 2023? ▼
How have Corient Services LLC plan assets changed over time? ▼
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Next read for Corient Services LLC 401(k) Plan
Scale reading
Ways to act on Corient Services LLC 401(k) Plan's numbers.
- By total assets, Corient Services LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Corient Services LLC's sponsor-wide assets have grown 76.2% since 2022 across 3 plan years on file. More Finance & Insurance plans