Profit Sharing · DOL Form 5500 · 2024

Orangewood Foundation Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
177
Participants Small participant base
49th
Percentile by assets National rank
$40,632
Avg per participant Low balance/head
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Official DOL plan name: Orangewood Foundation 403(b) Plan · Sponsored by Orangewood Foundation · California · Other Services

$7M in assets, 177 participants

Orangewood Foundation's Orangewood Foundation 403(b) Plan reported $7M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,349 in Other Services (7,719 peers)

Coverage in California

Orangewood Foundation 403(b) Plan covers 177 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $7M.

#5,349
in Other Services (7,719 peers)
+19.9%
assets growth YoY

Orangewood Foundation 403(b) Plan's mid-pack asset rank among Other Services and all filers

Orangewood Foundation 403(b) Plan vs every filed plan by assets

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

$7,191,781 49th percentile higher than 49% 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

Orangewood Foundation 403(b) 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. Orangewood Foundation 403(b) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orangewood Foundation 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Orangewood Foundation 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Orangewood Foundation 403(b) Plan reported participants rose from 173 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953616628 · Orangewood Foundation PY 2024 · Profit Sharing

Orangewood Foundation 403(b) Plan · $7M · 177 · 49th

  • SCH $7M
  • EBSA 177
  • PART 49th
  • TYPE Profit Sharing
  • NET near James H Brodsky Md PC Profit Sharing Plan
  • BOOK ind #5349

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 California →

Orangewood Foundation 403(b) Plan in the asset neighbourhood

James H Brodsky Md PC Profit Sharing PlanJames H Brodsky Md PC Profit…$7MSoutheast Forest Products 401(k) PlanSoutheast Forest Products 40…$7MOrangewood Foundation 403(b) PlanOrangewood Foundation 403(b)…$7MZipporah Films Inc Profit Sharing PlanZipporah Films Inc Profit Sh…$7MClark Family Corporation Ltd 401(k) Profit Sharing Plan and TrustClark Family Corporation Ltd…$7M
End-of-year total assets ($M) among Orangewood Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN953616628
Plan Effective Date2007-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Orangewood Foundation)

Sponsor-wide plan assets over time

All Orangewood Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.18508634051784% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.95M $7.19M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 148 $5M
2023 1 173 $6M
2024 1 177 $7M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Orangewood Foundation 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Orangewood Foundation 403(b) Plan, Total assets ($B): 0.007191781 · Participants: 177Orangewood Foundation 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Orangewood Foundation 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Orangewood Foundation 403(b) Plan side-by-side with 3 peers →

Orangewood Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is James H Brodsky Md PC Profit Sharing Plan in MD ($7M); by covered participants it is River Valley Primary Care Services, Inc. Retirement Plan in AR (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Orangewood Foundation 403(b) Plan assets move in 2024? ▼
Orangewood Foundation 403(b) Plan grew sharply - up 19.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Orangewood Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orangewood Foundation's sponsor-wide assets grew 45.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Orangewood Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James H Brodsky Md PC Profit Sharing Plan in MD ($7M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Orangewood Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is River Valley Primary Care Services, Inc. Retirement Plan in AR (177 participants, $8M 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 953616628.

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.