401(k) · DOL Form 5500 · 2024

Orix Corporation USA 401(k) Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
1,262
Participants Near avg headcount
96th
Percentile by assets National rank
$249,791
Avg per participant Above avg balance/head
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Official DOL plan name: Orix Corporation USA Savings and Investment Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance

$315M in assets, 1,262 participants

Orix Corporation USA's Orix Corporation USA Savings and Investment Plan reported $315M in total assets and 1,262 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,964 in Finance & Insurance (8,549 peers)

Where Orix Corporation USA Savings and Investment Plan sits by assets

Orix Corporation USA Savings and Investment Plan sits in the top 5% of all filed plans by assets, $315M for 1,262 participants (~$249,791/participant), up 18.4% in 2024.

#7,964
in Finance & Insurance (8,549 peers)
+18.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Orix Corporation USA Savings and Investment Plan's outsized position by total assets

Orix Corporation USA Savings and Investment Plan vs every filed plan by assets

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

$315,236,311 Top 4% higher than 96% 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

Orix Corporation USA Savings and Investment 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. Orix Corporation USA Savings and Investment Plan lands in the large band (1,262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orix Corporation USA Savings and Investment Plan end-of-year assets rose from $266M in the plan year 2023 filing to $315M in the plan year 2024 filing.
  • Orix Corporation USA Savings and Investment Plan reported participants rose from 1,102 in the plan year 2023 filing to 1,262 in the plan year 2024 filing.
  • Orix Corporation USA Savings and Investment Plan reported net income fell from $51M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133095268 · Orix Corporation USA PY 2024 · 401(k)

Orix Corporation USA Savings and Investment Plan · $315M · 1,262 · 96th

  • TYPE $315M
  • NET 1,262
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Balch & Bingham LLP 401(k) Profit Sharing Plan
  • SCH ind #7964

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 Texas →

Orix Corporation USA Savings and Investment Plan in the asset neighbourhood

Profit Sharing and 401(k) Plan for Employees of Carlton FieldsProfit Sharing and 401(k) Pl…$316MOrix Corporation USA Savings and Investment PlanOrix Corporation USA Savings…$315MBalch & Bingham LLP 401(k) Profit Sharing PlanBalch & Bingham LLP 401(k) P…$315MBillerud Americas Corporation Retirement Savings Plan for Bargained EmployeesBillerud Americas Corporatio…$315MChewy 401(k) Plan$315M
End-of-year total assets ($M) among Orix Corporation USA Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$266M
Net Assets (End of Year)$315M
Net Income$49M
Employer EIN133095268
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orix Corporation USA)

Sponsor-wide plan assets over time

All Orix Corporation USA plans reported in each filing year

Latest sponsor-wide plan assets
$315M 73.0146448314478% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $182M $315M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 1,003 $182M
2023 1 1,102 $266M
2024 1 1,262 $315M

Nearby 401(k) Plans in Texas

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

Orix Corporation USA Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orix Corporation USA Savings and Investment Plan, Total assets ($B): 0.315236311 · Participants: 1262Orix Corporation USA Savings and Investment 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
Orix Corporation USA Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orix Corporation USA Savings and Investment Plan side-by-side with 3 peers →

Orix Corporation USA Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Balch & Bingham LLP 401(k) Profit Sharing Plan in AL ($315M); by covered participants it is Ultradent Products, Inc. 401(k) Plan in UT (1,262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,262 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 Orix Corporation USA Savings and Investment Plan assets move in 2024? ▼
Orix Corporation USA Savings and Investment Plan grew sharply - up 18.4% during 2024, from $266M to $315M. Reported net income was $49M.
How have Orix Corporation USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orix Corporation USA's sponsor-wide assets grew 73.0%, from $182M to $315M.
Where does Orix Corporation USA Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Orix Corporation USA Savings and Investment Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Balch & Bingham LLP 401(k) Profit Sharing Plan in AL ($315M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Orix Corporation USA Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultradent Products, Inc. 401(k) Plan in UT (1,262 participants, $110M 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 133095268.

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.