401(k) · DOL Form 5500 · 2024

Orchard Software Corporation 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
271
Participants Below avg headcount
78th
Percentile by assets National rank
$119,593
Avg per participant Near avg balance/head
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Official DOL plan name: Orchard Software Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Orchard Software Corporation · Indiana · Professional & Technical Services

$32M in assets, 271 participants

Orchard Software Corporation's Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported $32M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,872 in Professional & Technical Services (20,173 peers)

Where Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits by assets

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 271 participants (~$119,593/participant), up 23.7% in 2024.

#15,872
in Professional & Technical Services (20,173 peers)
+23.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,409,738 Top 22% higher than 78% of 123,620 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 2024

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orchard Software Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Orchard Software Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Orchard Software Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 290 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351890652 · Orchard Software Corporation PY 2024 · 401(k)

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust · $32M · 271 · 78th

  • IND $32M
  • IND 271
  • IND 78th
  • IND 401(k)
  • IND near Celina Aluminum Precision Technology Inc 401(k) Savings Plan
  • IND ind #15872

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 Indiana →

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Orchard Software Corporation 401(k) Profit Sharing Plan and TrustOrchard Software Corporation…$32MCelina Aluminum Precision Technology Inc 401(k) Savings PlanCelina Aluminum Precision Te…$32MInnovation Ventures, LLC 401(k) PlanInnovation Ventures, LLC 401…$32MThe Change Company Cdfi LLC 401(k) PlanThe Change Company Cdfi LLC …$32MRycon Construction 401(k) PlanRycon Construction 401(k) Pl…$32M
End-of-year total assets ($M) among Orchard Software Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN351890652
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orchard Software Corporation)

Sponsor-wide plan assets over time

All Orchard Software Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$32M 43.0030188397521% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.7M $32.4M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 278 $23M
2023 1 290 $26M
2024 1 271 $32M

Nearby 401(k) Plans in Indiana

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

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Orchard Software Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.032409738 · Participants: 271Orchard Software Corporation 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants

Orchard Software Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Celina Aluminum Precision Technology Inc 401(k) Savings Plan in OH ($32M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orchard Software Corporation 401(k) Profit Sharing Plan and Trust assets move in 2024?
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 23.7% during 2024, from $26M to $32M. Reported net income was $6M.
How have Orchard Software Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Orchard Software Corporation's sponsor-wide assets grew 43.0%, from $23M to $32M.
Where does Orchard Software Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orchard Software Corporation 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Celina Aluminum Precision Technology Inc 401(k) Savings Plan in OH ($32M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Orchard Software Corporation 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K in assets).