401(k) · DOL Form 5500 · 2024

Orr, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,295
Participants Near avg headcount
56th
Percentile by assets National rank
$7,808
Avg per participant Low balance/head
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Official DOL plan name: Orr, Inc. 401(k) Profit Sharing Plan · Sponsored by Orr, Inc. · Texas · Retail Trade

$10M in assets, 1,295 participants

Orr, Inc.'s Orr, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 1,295 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,369 in Retail Trade (8,048 peers)

Orr, Inc. multi-year trail

Orr, Inc.'s plans moved +33.6% in assets from 2022 to 2024; this filing shows Orr, Inc. 401(k) Profit Sharing Plan at $10M / 1,295 participants.

#5,369
in Retail Trade (8,048 peers)
+9.3%
assets growth YoY

Orr, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Orr, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,111,358 Top 44% higher than 56% 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

Orr, Inc. 401(k) Profit Sharing 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. Orr, Inc. 401(k) Profit Sharing Plan lands in the large band (1,295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orr, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $861K in the plan year 2024 filing.
  • Orr, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Orr, Inc. 401(k) Profit Sharing Plan reported participants fell from 1,414 in the plan year 2023 filing to 1,295 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 710393216 · Orr, Inc. PY 2024 · 401(k)

Orr, Inc. 401(k) Profit Sharing Plan · $10M · 1,295 · 56th

  • PCT $10M
  • PCT 1,295
  • PCT 56th
  • PCT 401(k)
  • PCT near Simplicity Credit Union Capital Accumulation Plan
  • PCT ind #5369

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 Retail Trade retirement plans → · Plans in Texas →

Orr, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Orr, Inc. 401(k) Profit Sharing PlanOrr, Inc. 401(k) Profit Shar…$10MSimplicity Credit Union Capital Accumulation PlanSimplicity Credit Union Capi…$10MSkybeam, LLC Dba Rise Broadband 401(k) PlanSkybeam, LLC Dba Rise Broadb…$10MKirtland Capital Corporation Retirement Savings PlanKirtland Capital Corporation…$10MVerplank Family Holding Co. Profit-Sharing and 401(k) PlanVerplank Family Holding Co. …$10M
End-of-year total assets ($M) among Orr, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Orr, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.622611882674754% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.57M $10.1M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 1,421 $8M
2023 1 1,414 $9M
2024 1 1,295 $10M

Orr, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$861K
Employer EIN710393216
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Orr, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orr, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010111358 · Participants: 1295Orr, Inc. 401(k) Profit Sharing 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
Orr, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orr, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Orr, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Simplicity Credit Union Capital Accumulation Plan in WI ($10M); by covered participants it is American Regent, Inc. 401(k) and Profit Sharing Plan in NY (1,295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,295 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 Orr, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Orr, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2024, from $9M to $10M. Reported net income was $861K.
How have Orr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orr, Inc.'s sponsor-wide assets grew 33.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Orr, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simplicity Credit Union Capital Accumulation Plan in WI ($10M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Orr, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Regent, Inc. 401(k) and Profit Sharing Plan in NY (1,295 participants, $255M 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 710393216.

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.