401(k) · DOL Form 5500 · 2024

Ortho Benefits Corp 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
232
Participants Below avg headcount
77th
Percentile by assets National rank
$126,948
Avg per participant Near avg balance/head
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Official DOL plan name: Ortho 401(k) Solutions · Sponsored by Ortho Benefits Corp · Florida · Other Services

$29M in assets, 232 participants

Ortho Benefits Corp's Ortho 401(k) Solutions reported $29M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,822 in Other Services (7,719 peers)

Coverage in Florida

Ortho 401(k) Solutions covers 232 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#6,822
in Other Services (7,719 peers)
-0.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

Ortho 401(k) Solutions's outsized position by total assets

Ortho 401(k) Solutions vs every filed plan by assets

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

$29,451,894 Top 23% higher than 77% 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

Ortho 401(k) Solutions among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ortho 401(k) Solutions sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ortho 401(k) Solutions reported participants fell from 293 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Ortho 401(k) Solutions reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471797746 · Ortho Benefits Corp PY 2024 · 401(k)

Ortho 401(k) Solutions · $29M · 232 · 77th

  • PART $29M
  • PART 232
  • PART 77th
  • PART 401(k)
  • PART near Mayer Bros. Apple Products Inc. 401(k) Retirement Plan
  • PART ind #6822

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 Other Services retirement plans → · Plans in Florida →

Ortho 401(k) Solutions in the asset neighbourhood

Ortho 401(k) Solutions$29MMayer Bros. Apple Products Inc. 401(k) Retirement PlanMayer Bros. Apple Products I…$29MDream Golf 401(k) Retirement PlanDream Golf 401(k) Retirement…$29MFagen, Inc. 401(k) Plan$29MSavings Plan of New London County Mutual Insurance CompanySavings Plan of New London C…$29M
End-of-year total assets ($M) among Ortho 401(k) Solutions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN471797746
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ortho Benefits Corp)

Sponsor-wide plan assets over time

All Ortho Benefits Corp plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.375211673707696% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.3M $42.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 329 $37M
2023 2 535 $41M
2024 2 416 $43M

Nearby 401(k) Plans in Florida

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

Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ortho 401(k) Solutions, Total assets ($B): 0.029451894 · Participants: 232Ortho 401(k) SolutionsL3harris 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
Ortho 401(k) Solutions vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ortho 401(k) Solutions side-by-side with 3 peers →

Ortho 401(k) Solutions's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mayer Bros. Apple Products Inc. 401(k) Retirement Plan in NY ($29M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Ortho 401(k) Solutions assets move in 2024? ▼
Ortho 401(k) Solutions held essentially flat - down 0.1% during 2024, from $29M to $29M. Reported net income was $3M.
How have Ortho Benefits Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ortho Benefits Corp's sponsor-wide assets grew 14.4%, from $37M to $43M.
Where does Ortho 401(k) Solutions rank by assets among Form 5500 filers? ▼
Ortho 401(k) Solutions ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by assets is Mayer Bros. Apple Products Inc. 401(k) Retirement Plan in NY ($29M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Ortho 401(k) Solutions? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 participants, N/A 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 471797746.

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.