401(k) · DOL Form 5500 · 2024

Orion Advisor Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
1,346
Participants Near avg headcount
93rd
Percentile by assets National rank
$108,924
Avg per participant Below avg balance/head
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Official DOL plan name: Orion Advisor Solutions, Inc. 401(k) Plan · Sponsored by Orion Advisor Solutions, Inc. · Nebraska · Finance & Insurance

$147M in assets, 1,346 participants

Orion Advisor Solutions, Inc.'s Orion Advisor Solutions, Inc. 401(k) Plan reported $147M in total assets and 1,346 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,584 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Orion Advisor Solutions, Inc. 401(k) Plan covers 1,346 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~552 per filing). Assets: $147M.

#7,584
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Orion Advisor Solutions, Inc. 401(k) Plan's outsized position by total assets

Orion Advisor Solutions, Inc. 401(k) Plan vs every filed plan by assets

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

$146,612,215 Top 7% higher than 93% 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 Advisor Solutions, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion Advisor Solutions, Inc. 401(k) Plan lands in the large band (1,346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orion Advisor Solutions, Inc. 401(k) Plan end-of-year assets rose from $122M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • Orion Advisor Solutions, Inc. 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Orion Advisor Solutions, Inc. 401(k) Plan reported participants fell from 1,383 in the plan year 2023 filing to 1,346 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 851837981 · Orion Advisor Solutions, Inc. PY 2024 · 401(k)

Orion Advisor Solutions, Inc. 401(k) Plan · $147M · 1,346 · 93rd

  • PCT $147M
  • PCT 1,346
  • PCT 93rd
  • PCT 401(k)
  • PCT near Brose North America, Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #7584

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 Nebraska →

Orion Advisor Solutions, Inc. 401(k) Plan in the asset neighbourhood

Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$147MOrion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$147MBrose North America, Inc. 401(k) Profit Sharing Plan and TrustBrose North America, Inc. 40…$147MHartford Healthcare 401(k) Retirement Savings PlanHartford Healthcare 401(k) R…$147MSeadrill Americas Inc. 401(k) Retirement Savings PlanSeadrill Americas Inc. 401(k…$147M
End-of-year total assets ($M) among Orion Advisor Solutions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$147M
Net Income$24M
Employer EIN851837981
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orion Advisor Solutions, Inc.)

Sponsor-wide plan assets over time

All Orion Advisor Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 61.5240952443435% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $90.8M $147M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 1,333 $91M
2023 1 1,383 $122M
2024 1 1,346 $147M

Nearby 401(k) Plans in Nebraska

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

Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Orion Advisor Solutions, Inc. 401(k) Plan, Total assets ($B): 0.146612215 · Participants: 1346Orion Advisor Solutions, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Orion Advisor Solutions, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Orion Advisor Solutions, Inc. 401(k) Plan side-by-side with 3 peers →

Orion Advisor Solutions, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Brose North America, Inc. 401(k) Profit Sharing Plan and Trust in MI ($147M); by covered participants it is Intouchcx US 401(k) Plan in AZ (1,346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,346 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 Advisor Solutions, Inc. 401(k) Plan assets move in 2024? ▼
Orion Advisor Solutions, Inc. 401(k) Plan grew sharply - up 19.9% during 2024, from $122M to $147M. Reported net income was $24M.
How have Orion Advisor Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orion Advisor Solutions, Inc.'s sponsor-wide assets grew 61.5%, from $91M to $147M.
Where does Orion Advisor Solutions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Orion Advisor Solutions, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orion Advisor Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brose North America, Inc. 401(k) Profit Sharing Plan and Trust in MI ($147M, 2,424 participants).
Which 401(k) plans cover a similar participant headcount to Orion Advisor Solutions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intouchcx US 401(k) Plan in AZ (1,346 participants, $4M 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 851837981.

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.