401(k) · DOL Form 5500 · 2024

Orion Real Estate Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
603
Participants Below avg headcount
58th
Percentile by assets National rank
$18,397
Avg per participant Low balance/head
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Official DOL plan name: Orion Real Estate Services, Inc. 401(k) Plan · Sponsored by Orion Real Estate Services, Inc. · Texas · Real Estate

$11M in assets, 603 participants

Orion Real Estate Services, Inc.'s Orion Real Estate Services, Inc. 401(k) Plan reported $11M in total assets and 603 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,467 in Real Estate (4,605 peers)

Orion Real Estate Services, Inc. multi-year trail

Orion Real Estate Services, Inc.'s plans moved +39.8% in assets from 2022 to 2024; this filing shows Orion Real Estate Services, Inc. 401(k) Plan at $11M / 603 participants.

#3,467
in Real Estate (4,605 peers)
+5.4%
assets growth YoY

Orion Real Estate Services, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Orion Real Estate Services, Inc. 401(k) Plan vs every filed plan by assets

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

$11,093,570 Top 42% higher than 58% 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

Orion Real Estate Services, Inc. 401(k) Plan 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. Orion Real Estate Services, Inc. 401(k) Plan sits mid-pack in the medium band (603 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orion Real Estate Services, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $571K in the plan year 2024 filing.
  • Orion Real Estate Services, Inc. 401(k) Plan reported participants rose from 535 in the plan year 2023 filing to 603 in the plan year 2024 filing.
  • Orion Real Estate Services, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760156150 · Orion Real Estate Services, Inc. PY 2024 · 401(k)

Orion Real Estate Services, Inc. 401(k) Plan · $11M · 603 · 58th

  • ASSETS $11M
  • ASSETS 603
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Holloway America 401(k) Plan
  • ASSETS ind #3467

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 Real Estate retirement plans → · Plans in Texas →

Orion Real Estate Services, Inc. 401(k) Plan in the asset neighbourhood

Orion Real Estate Services, Inc. 401(k) PlanOrion Real Estate Services, …$11MHolloway America 401(k) Plan$11MSafe-Harbor 403(b) Thrift Plan for Employees of Butte-Silver Bow Primary Health Care Clinic, Inc.Safe-Harbor 403(b) Thrift Pl…$11MJd Young Company, Inc. 401(k) Retirement PlanJd Young Company, Inc. 401(k…$11MSentry Auto Group 401(k) Profit Sharing PlanSentry Auto Group 401(k) Pro…$11M
End-of-year total assets ($M) among Orion Real Estate Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Orion Real Estate Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orion Real Estate Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 39.8288762989565% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.93M $11.1M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 464 $8M
2023 1 535 $11M
2024 1 603 $11M

Orion Real Estate Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$571K
Employer EIN760156150
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Orion Real Estate Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orion Real Estate Services, Inc. 401(k) Plan, Total assets ($B): 0.01109357 · Participants: 603Orion Real Estate Services, Inc. 401(k) 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
Orion Real Estate Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Orion Real Estate Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Holloway America 401(k) Plan in MO ($11M); by covered participants it is Aa Transportation, Inc. 401(k) Plan in MA (603 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (603 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 Orion Real Estate Services, Inc. 401(k) Plan assets move in 2024?
Orion Real Estate Services, Inc. 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $11M to $11M. Reported net income was $571K.
How have Orion Real Estate Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Orion Real Estate Services, Inc.'s sponsor-wide assets grew 39.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Orion Real Estate Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Holloway America 401(k) Plan in MO ($11M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Orion Real Estate Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aa Transportation, Inc. 401(k) Plan in MA (603 participants, $6M in assets).