401(k) · DOL Form 5500 · 2024

ORION 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
723
Participants Near avg headcount
89th
Percentile by assets National rank
$114,567
Avg per participant Below avg balance/head
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Official DOL plan name: Orion 401(k) Retirement Plan · Sponsored by ORION · Texas · Construction

$83M in assets, 723 participants

ORION's Orion 401(k) Retirement Plan reported $83M in total assets and 723 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,886 in Construction (9,039 peers)

Where Orion 401(k) Retirement Plan sits by assets

Orion 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $83M for 723 participants (~$114,567/participant), up 21.3% in 2024.

#7,886
in Construction (9,039 peers)
+21.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Orion 401(k) Retirement Plan's outsized position by total assets

Orion 401(k) Retirement Plan vs every filed plan by assets

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

$82,831,937 Top 11% higher than 89% 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

Orion 401(k) Retirement Plan 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. Orion 401(k) Retirement Plan sits mid-pack in the medium band (723 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orion 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Orion 401(k) Retirement Plan end-of-year assets rose from $68M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Orion 401(k) Retirement Plan reported participants fell from 760 in the plan year 2023 filing to 723 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 710945404 · ORION PY 2024 · 401(k)

Orion 401(k) Retirement Plan · $83M · 723 · 89th

  • EOY $83M
  • EOY 723
  • EOY 89th
  • EOY 401(k)
  • EOY near Hutchinson Health Retirement Savings Plan
  • EOY ind #7886

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 Construction retirement plans → · Plans in Texas →

Orion 401(k) Retirement Plan in the asset neighbourhood

Hutchinson Health Retirement Savings PlanHutchinson Health Retirement…$83MOrion 401(k) Retirement Plan$83MSweet Rewards Retirement Plan$83MA. Raymond Corporate NA, Inc. 401(k) PlanA. Raymond Corporate NA, Inc…$83MStratas Foods LLC Retirement PlanStratas Foods LLC Retirement…$83M
End-of-year total assets ($M) among Orion 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$83M
Net Income$8M
Employer EIN710945404
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORION)

Sponsor-wide plan assets over time

All ORION plans reported in each filing year

Latest sponsor-wide plan assets
$83M 42.48325353477239% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.1M $82.8M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 724 $58M
2023 1 760 $68M
2024 1 723 $83M

Nearby 401(k) Plans in Texas

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

Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orion 401(k) Retirement Plan, Total assets ($B): 0.082831937 · Participants: 723Orion 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orion 401(k) Retirement Plan side-by-side with 3 peers →

Orion 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hutchinson Health Retirement Savings Plan in MN ($83M); by covered participants it is Mbs Asset Management, LLC 401(k) Plan in CA (723 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (723 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 Orion 401(k) Retirement Plan assets move in 2024? ▼
Orion 401(k) Retirement Plan grew sharply - up 21.3% during 2024, from $68M to $83M. Reported net income was $8M.
How have ORION plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORION's sponsor-wide assets grew 42.5%, from $58M to $83M.
Where does Orion 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Orion 401(k) Retirement Plan ranks in the 89th 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 Orion 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hutchinson Health Retirement Savings Plan in MN ($83M, 657 participants).
Which 401(k) plans cover a similar participant headcount to Orion 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbs Asset Management, LLC 401(k) Plan in CA (723 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710945404.

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.