401(k) · DOL Form 5500 · 2024

Orum Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 118
Participants Small participant base: 39th
Percentile by assets National rank: $34,767
Avg per participant Low balance/head

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Official DOL plan name: Orum 401(k) Plan · Sponsored by Orum Inc. · Texas · Professional & Technical Services

$4M in assets, 118 participants

Orum Inc.'s Orum 401(k) Plan reported $4M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#7,215 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Orum 401(k) Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,215
in Professional & Technical Services (20,173 peers): +48.4%
assets growth YoY

Orum 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Orum 401(k) Plan vs every filed plan by assets

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

$4,102,476 39th percentile higher than 39% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Orum 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. Orum 401(k) Plan sits mid-pack in the medium band (118 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Orum 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Orum 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 118 in the plan year 2024 filing.
Orum 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 371898035 · Orum Inc. PY 2024 · 401(k)

Orum 401(k) Plan · $4M · 118 · 39th

NET $4M
NET 118
NET 39th
NET 401(k)
NET near America's Catch Incorporated 401(k) Plan
NET ind #7215

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 Texas →

End-of-year total assets ($M) among Orum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	371898035
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Orum Inc.)

Latest sponsor-wide plan assets: $4M 48.37856811402774% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	141	$3M
2024	1	118	$4M

Nearby 401(k) Plans in Texas

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

Orum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Orum 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is America's Catch Incorporated 401(k) Plan in MS ($4M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

America's Catch Incorporated 401(k) Plan (MS) $4M · 276
Peterson & Price, a Professional Corporation, Profit Sharing Plan (CA) $4M · 5
Idaho Arthritis Center 401(k) Plan (ID) $4M · 35
Berks Packing Ufcw 401(k) Plan (PA) $4M · 84

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

Hyperform, Inc. 401(k) Profit Sharing Plan and Trust (FL) 118 · 0 off
Afml, Inc. 401(k) Profit Sharing Plan (GA) 118 · 0 off
Galfab Holdings, Inc. 401(k) Plan (IN) 118 · 0 off
Syscom Global Solutions Inc. 401(k) Plan (NY) 118 · 0 off

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 Orum 401(k) Plan assets move in 2024? ▼

Orum 401(k) Plan surged - up 48.4% during 2024, from $3M to $4M. Reported net income was $1M.

How have Orum Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Orum Inc.'s sponsor-wide assets grew 48.4%, from $3M to $4M.

Which 401(k) plans are similar in size to Orum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is America's Catch Incorporated 401(k) Plan in MS ($4M, 276 participants).

Which 401(k) plans cover a similar participant headcount to Orum 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 371898035.