401(k) · DOL Form 5500 · 2024
Corient Services LLC 401(k) Plan
Data updated 2026-08-11
- $267M
- Total assets
- 1,472
- Participants
- 95th
- Percentile by assets
- $181,548
- Avg per participant
Official DOL plan name: Corient Services LLC 401(k) Plan · Sponsored by Corient Services LLC · Florida · Finance & Insurance
$267M in assets, 1,472 participants
Corient Services LLC's Corient Services LLC 401(k) Plan reported $267M in total assets and 1,472 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #7,899 in Finance & Insurance (8,549 peers)
Coverage in Florida
Corient Services LLC 401(k) Plan covers 1,472 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $267M.
- $267M
- total plan assets (2024 EOY)
- 1,472
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $181,548
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Corient Services LLC 401(k) Plan reported participants rose from 922 in the plan year 2023 filing to 1,472 in the plan year 2024 filing.
- Corient Services LLC 401(k) Plan reported net income fell from $53M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Corient Services LLC 401(k) Plan end-of-year assets rose from $227M in the plan year 2023 filing to $267M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Corient Services LLC 401(k) Plan reports 1,472 participants - 2.3x that state average ($267M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | $41M |
| Employer EIN | 873513335 |
| Plan Effective Date | 2020-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Corient Services LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $152M |
| 2023 | 1 | 922 | $227M |
| 2024 | 1 | 1,472 | $267M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Corient Services LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Corient Services LLC 401(k) Plan by total assets, not by location.
- Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan (NY) $267M · 1,313
- Carvana, LLC 401(k) Plan (AZ) $267M · 13,622
- Amalgamated Transit Union National 401(k) Pension Plan (IL) $267M · 17,983
- Super Micro Computer 401(k) Retirement Plan (CA) $267M · 2,668
Frequently Asked Questions
How did Corient Services LLC 401(k) Plan assets move in 2024? ▼
How have Corient Services LLC plan assets changed over time? ▼
Where does Corient Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Corient Services LLC 401(k) Plan? ▼
Next read for Corient Services LLC 401(k) Plan
Filing takeaways
Ways to act on Corient Services LLC 401(k) Plan's numbers.
- By total assets, Corient Services LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Corient Services LLC's sponsor-wide assets have grown 76.2% since 2022 across 3 plan years on file. More Finance & Insurance plans