401(k) · DOL Form 5500 · 2023

Ortho Benefits Corp 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
293
Participants Below avg headcount
79th
Percentile by assets National rank
$100,581
Avg per participant Below avg balance/head
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Official DOL plan name: Ortho 401(k) Solutions · Sponsored by Ortho Benefits Corp · Florida · Other Services

$29M in assets, 293 participants

Ortho Benefits Corp's Ortho 401(k) Solutions reported $29M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,027 in Other Services (7,857 peers)

Coverage in Florida

Ortho 401(k) Solutions covers 293 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#7,027
in Other Services (7,857 peers)
-20.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

Ortho 401(k) Solutions's outsized position by total assets

Ortho 401(k) Solutions vs every filed plan by assets

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

$29,470,194 Top 21% higher than 79% 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

Ortho 401(k) Solutions 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. Ortho 401(k) Solutions sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ortho 401(k) Solutions reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ortho 401(k) Solutions end-of-year assets fell from $37M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Ortho 401(k) Solutions reported participants fell from 329 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471797746 · Ortho Benefits Corp PY 2023 · 401(k)

Ortho 401(k) Solutions · $29M · 293 · 79th

  • BOOK $29M
  • VS-ST 293
  • BOY 79th
  • SCH 401(k)
  • EBSA near Fish & Richardson Associates' 401(k) Plan
  • PART ind #7027

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 Other Services retirement plans → · Plans in Florida →

Ortho 401(k) Solutions in the asset neighbourhood

Ortho 401(k) Solutions$29MFish & Richardson Associates' 401(k) PlanFish & Richardson Associates…$29MHarvey Tool Company, LLC 401(k) Retirement PlanHarvey Tool Company, LLC 401…$29MFreedom Graphic Systems Retirement PlanFreedom Graphic Systems Reti…$29MPermian Resources Management, LLC 401(k) PlanPermian Resources Management…$29M
End-of-year total assets ($M) among Ortho 401(k) Solutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN471797746
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Benefits Corp)

Sponsor-wide plan assets over time

All Ortho Benefits Corp plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.375211673707696% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 329 $37M
2023 2 535 $41M
2024 2 416 $43M

Nearby 401(k) Plans in Florida

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

Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ortho 401(k) Solutions, Total assets ($B): 0.029470194 · Participants: 293Ortho 401(k) SolutionsL3harris 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
Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ortho 401(k) Solutions side-by-side with 3 peers →

Ortho 401(k) Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fish & Richardson Associates' 401(k) Plan in MN ($29M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Ortho 401(k) Solutions assets move in 2023? ▼
Ortho 401(k) Solutions declined sharply - down 20.9% during 2023, from $37M to $29M. Reported net income was $3M.
How have Ortho Benefits Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Benefits Corp's sponsor-wide assets grew 14.4%, from $37M to $43M.
Where does Ortho 401(k) Solutions rank by assets among Form 5500 filers? ▼
Ortho 401(k) Solutions ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by assets is Fish & Richardson Associates' 401(k) Plan in MN ($29M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M 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 471797746.

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.