401(k) · DOL Form 5500 · 2024

Orion Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
183
Participants Below avg headcount
62nd
Percentile by assets National rank
$71,310
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Orion Federal Credit Union 401(k) Plan · Sponsored by Orion Federal Credit Union · Tennessee · Finance & Insurance

$13M in assets, 183 participants

Orion Federal Credit Union's Orion Federal Credit Union 401(k) Plan reported $13M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,888 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Orion Federal Credit Union 401(k) Plan covers 183 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#3,888
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY

Orion Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Orion Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$13,049,759 Top 38% higher than 62% 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 Federal Credit Union 401(k) 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 Federal Credit Union 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orion Federal Credit Union 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Orion Federal Credit Union 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Orion Federal Credit Union 401(k) Plan reported participants fell from 188 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620586328 · Orion Federal Credit Union PY 2024 · 401(k)

Orion Federal Credit Union 401(k) Plan · $13M · 183 · 62nd

  • PART $13M
  • TYPE 183
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Zp Group Plan B
  • BOY ind #3888

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Orion Federal Credit Union 401(k) Plan in the asset neighbourhood

Orion Federal Credit Union 401(k) PlanOrion Federal Credit Union 4…$13MZp Group Plan B$13MRoevolution 226 Profit Sharing & 401(k) PlanRoevolution 226 Profit Shari…$13MWhitestone Associates Inc. 401(k) / Profit Sharing PlanWhitestone Associates Inc. 4…$13MAlbanese Organization, Inc. 401(k) Profit Sharing Plan and TrustAlbanese Organization, Inc. …$13M
End-of-year total assets ($M) among Orion Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN620586328
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Federal Credit Union)

Sponsor-wide plan assets over time

All Orion Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.58002651180523% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.67M $13.1M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 183 $9M
2023 1 188 $11M
2024 1 183 $13M

Nearby 401(k) Plans in Tennessee

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

Orion Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Orion Federal Credit Union 401(k) Plan, Total assets ($B): 0.013049759 · Participants: 183Orion Federal Credit Union 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Orion Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Orion Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Zp Group Plan B in VA ($13M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Federal Credit Union 401(k) Plan assets move in 2024? ▼
Orion Federal Credit Union 401(k) Plan grew sharply - up 23.7% during 2024, from $11M to $13M. Reported net income was $3M.
How have Orion Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Federal Credit Union's sponsor-wide assets grew 50.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Orion Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zp Group Plan B in VA ($13M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Orion Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants, $2M 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 620586328.

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.