ESOP · DOL Form 5500 · 2023

Orr Company Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
89
Participants Small participant base
53rd
Percentile by assets National rank
$85,388
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Orr Company Inc. · South Carolina · Food Services & Accommodation

$8M in assets, 89 participants

Orr Company Inc.'s Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement reported $8M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,174 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement ranks #3,174 of 3,828 2023 filers by assets (257% of the sector average)-$8M for 89 participants.

#3,174
in Food Services & Accommodation (3,828 peers)
-13.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Food Services & Accommodation and all filers

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$7,599,535 Top 47% higher than 53% 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

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 571050721 · Orr Company Inc. PY 2023 · ESOP

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement · $8M · 89 · 53rd

  • ASSETS $8M
  • ASSETS 89
  • ASSETS 53rd
  • ASSETS ESOP
  • ASSETS near Powerrail Team Employee Stock Ownership Plan
  • ASSETS ind #3174

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 What is an ESOP? → · Plans in South Carolina →

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Home Loan Financial Corporation Employee Stock Ownership PlanHome Loan Financial Corporat…$8MOrr Company, Inc. Employee Stock Ownership Plan and Trust AgreementOrr Company, Inc. Employee S…$8MPowerrail Team Employee Stock Ownership PlanPowerrail Team Employee Stoc…$8MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$8MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$8M
End-of-year total assets ($M) among Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN571050721
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orr Company Inc.)

Sponsor-wide plan assets over time

All Orr Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.91925032255263% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M 20232024 $7.6M $6.39M ▼ -15.9%
Year Plans Participants Total Assets
2023 1 89 $8M
2024 1 89 $6M

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($M): 7.599535 · Participants: 89Orr Company, Inc. Employee Stock Ownership Plan and Trust AgreementBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Powerrail Team Employee Stock Ownership Plan in PA ($8M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2023? ▼
Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement pulled back noticeably - down 13.9% during 2023, from $9M to $8M. Reported net income was -$1M.
How have Orr Company Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Orr Company Inc.'s sponsor-wide assets declined 15.9%, from $8M to $6M.
Which ESOP plans are similar in size to Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Powerrail Team Employee Stock Ownership Plan in PA ($8M, 131 participants).
Which ESOP plans cover a similar participant headcount to Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 571050721.

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.