Profit Sharing · DOL Form 5500 · 2024

Orkistrate, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$166,574
Avg per participant Above avg balance/head
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Official DOL plan name: Orkistrate, Inc. Retirement Plan · Sponsored by Orkistrate, Inc. · Pennsylvania · Manufacturing

$3M in assets, 16 participants

Orkistrate, Inc.'s Orkistrate, Inc. Retirement Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,921 in Manufacturing (17,777 peers)

Orkistrate, Inc. multi-year trail

Orkistrate, Inc.'s plans moved +14.1% in assets from 2022 to 2024; this filing shows Orkistrate, Inc. Retirement Plan at $3M / 16 participants.

#2,921
in Manufacturing (17,777 peers)
-15.0%
assets change YoY

The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orkistrate, Inc. Retirement Plan among the smaller filed plans by assets

Orkistrate, Inc. Retirement Plan vs every filed plan by assets

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

$2,665,179 33rd percentile higher than 33% 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

Orkistrate, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orkistrate, Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orkistrate, Inc. Retirement Plan reported net income fell from $800K in the plan year 2023 filing to -$471K in the plan year 2024 filing.
  • Orkistrate, Inc. Retirement Plan reported participants fell from 20 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Orkistrate, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811822277 · Orkistrate, Inc. PY 2024 · Profit Sharing

Orkistrate, Inc. Retirement Plan · $3M · 16 · 33rd

  • VS-ST $3M
  • BOY 16
  • SCH 33rd
  • EBSA Profit Sharing
  • PART near El Dorado Holdings, Inc. Profit Sharing Plan
  • TYPE ind #2921

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Orkistrate, Inc. Retirement Plan in the asset neighbourhood

Orkistrate, Inc. Retirement PlanOrkistrate, Inc. Retirement …$3MEl Dorado Holdings, Inc. Profit Sharing PlanEl Dorado Holdings, Inc. Pro…$3MScott Young, P.a. Profit Sharing PlanScott Young, P.a. Profit Sha…$3MDr. Juan Francisco Cancio Retirement PlanDr. Juan Francisco Cancio Re…$3MAmato's Profit Sharing Plan$3M
End-of-year total assets ($M) among Orkistrate, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Orkistrate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Orkistrate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.111692644421876% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.34M $2.67M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 20 $3M
2024 1 16 $3M

Orkistrate, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$471K
Employer EIN811822277
Plan Effective Date2016-08-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Orkistrate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Orkistrate, Inc. Retirement Plan, Total assets ($B): 0.002665179 · Participants: 16Orkistrate, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Orkistrate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Orkistrate, Inc. Retirement Plan side-by-side with 3 peers →

Orkistrate, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is El Dorado Holdings, Inc. Profit Sharing Plan in AZ ($3M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Orkistrate, Inc. Retirement Plan assets move in 2024? ▼
Orkistrate, Inc. Retirement Plan declined sharply - down 15.0% during 2024, from $3M to $3M. Reported net income was -$471K.
How have Orkistrate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orkistrate, Inc.'s sponsor-wide assets grew 14.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Orkistrate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is El Dorado Holdings, Inc. Profit Sharing Plan in AZ ($3M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Orkistrate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 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 811822277.

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.