401(k) · DOL Form 5500 · 2024

Corient Services LLC 401(k) Plan

Data updated 2026-08-25

$267M
Total assets Near avg plan size
1,472
Participants Near avg headcount
95th
Percentile by assets National rank
$181,548
Avg per participant Above avg balance/head
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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.

  • #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.

#7,899
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Corient Services LLC 401(k) Plan's outsized position by total assets

Corient Services LLC 401(k) Plan vs every filed plan by assets

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

$267,239,063 Top 5% higher than 95% 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

Corient Services LLC 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. Corient Services LLC 401(k) Plan lands in the large band (1,472 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 873513335 · Corient Services LLC PY 2024 · 401(k)

Corient Services LLC 401(k) Plan · $267M · 1,472 · 95th

  • 5500 $267M
  • ASSETS 1,472
  • PCT 95th
  • EIN 401(k)
  • RANK near Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #7899

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 Florida →

Corient Services LLC 401(k) Plan in the asset neighbourhood

Corient Services LLC 401(k) PlanCorient Services LLC 401(k) …$267MCapital District Physicians' Health Plan, Inc. 401(k) Profit Sharing PlanCapital District Physicians'…$267MCarvana, LLC 401(k) Plan$267MAmalgamated Transit Union National 401(k) Pension PlanAmalgamated Transit Union Na…$267MSuper Micro Computer 401(k) Retirement PlanSuper Micro Computer 401(k) …$267M
End-of-year total assets ($M) among Corient Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$267M
Net Income$41M
Employer EIN873513335
Plan Effective Date2020-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corient Services LLC)

Sponsor-wide plan assets over time

All Corient Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$267M 76.24408620009507% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $152M $267M ▲ +76.2%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Corient Services LLC 401(k) Plan, Total assets ($B): 0.267239063 · Participants: 1472Corient Services LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Corient Services LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Corient Services LLC 401(k) Plan side-by-side with 3 peers →

Corient Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in NY ($267M); by covered participants it is Whittier Employee Resources Inc. 401(k) Plan in MA (1,472 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,472 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 Corient Services LLC 401(k) Plan assets move in 2024? ▼
Corient Services LLC 401(k) Plan grew sharply - up 17.9% during 2024, from $227M to $267M. Reported net income was $41M.
How have Corient Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corient Services LLC's sponsor-wide assets grew 76.2%, from $152M to $267M.
Where does Corient Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Corient Services LLC 401(k) Plan ranks in the 95th 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 Corient Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital District Physicians' Health Plan, Inc. 401(k) Profit Sharing Plan in NY ($267M, 1,313 participants).
Which 401(k) plans cover a similar participant headcount to Corient Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whittier Employee Resources Inc. 401(k) Plan in MA (1,472 participants, $37M 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 873513335.

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.