401(k) · DOL Form 5500 · 2024
Orion Health Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $278,181
- Avg per participant High balance/head
Official DOL plan name: Orion Health Inc. 401(k) Plan · Sponsored by Orion Health Inc. · Massachusetts · Professional & Technical Services
$14M in assets, 50 participants
Orion Health Inc.'s Orion Health Inc. 401(k) Plan reported $14M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,478 in Professional & Technical Services (20,173 peers)
Orion Health Inc. multi-year trail
Orion Health Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Orion Health Inc. 401(k) Plan at $14M / 50 participants.
- #12,478
- in Professional & Technical Services (20,173 peers)
- +5.3%
- assets growth YoY
Orion Health Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Orion Health Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,909,047 Top 37% higher than 63% 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
Orion Health Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion Health Inc. 401(k) Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orion Health Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $702K in the plan year 2024 filing.
- Orion Health Inc. 401(k) Plan reported participants fell from 79 in the plan year 2023 filing to 50 in the plan year 2024 filing.
- Orion Health Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
DOL schedule card
Filing strip 260047440 · Orion Health Inc. PY 2024 · 401(k)
Orion Health Inc. 401(k) Plan · $14M · 50 · 63rd
- BOY $14M
- SCH 50
- EBSA 63rd
- PART 401(k)
- TYPE near Inszone Insurance Services LLC 401(k) Plan
- NET ind #12478
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 Massachusetts →
Orion Health Inc. 401(k) Plan in the asset neighbourhood
Orion Health Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Orion Health Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.270868018000932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $11M |
| 2023 | 1 | 79 | $13M |
| 2024 | 1 | 50 | $14M |
Orion Health Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $702K |
| Employer EIN | 260047440 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Orion Health Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Inszone Insurance Services LLC 401(k) Plan in CA ($14M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Inszone Insurance Services LLC 401(k) Plan (CA) $14M · 458
- Maspeth Federal Savings & Loan Association 401(k) Plan (NY) $14M · 175
- Zaheri Group Retirement Plan (CA) $14M · 418
- Higher Ground Education Inc. 401(k) Plan (TX) $14M · 2,260
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Advata 401(k) Plan (TX) 50 · 0 off
- Arthritis Center of Nebraska Profit Sharing Plan (NE) 50 · 0 off
- Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) 50 · 0 off
- First National Financial Services 401(k) Plan (MN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.