Defined Benefit (Pension) · DOL Form 5500 · 2024

Orix Corporation USA Pension Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
N/A
Participants Small participant base
80th
Percentile by assets National rank
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Official DOL plan name: Orix Financial Services, Inc. Retirement Plan · Sponsored by Orix Corporation USA · Texas · Finance & Insurance

$37M in assets, N/A participants

Orix Corporation USA's Orix Financial Services, Inc. Retirement Plan reported $37M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,934 in Finance & Insurance (8,549 peers)

Where Orix Financial Services, Inc. Retirement Plan sits by assets

Orix Financial Services, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $37M for N/A participants, down 4.0% in 2024.

#5,934
in Finance & Insurance (8,549 peers)
-4.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orix Financial Services, Inc. Retirement Plan's outsized position by total assets

Orix Financial Services, Inc. Retirement Plan vs every filed plan by assets

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

$36,954,600 Top 20% higher than 80% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orix Financial Services, Inc. Retirement Plan reported net income fell from $905K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Orix Financial Services, Inc. Retirement Plan end-of-year assets fell from $38M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132507476 · Orix Corporation USA PY 2024 · Defined Benefit (Pension)

Orix Financial Services, Inc. Retirement Plan · $37M · N/A · 80th

  • PHOTO $37M
  • IND N/A
  • EOY 80th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Local 305 CIO Pension Fund
  • PCT ind #5934

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 Texas →

Orix Financial Services, Inc. Retirement Plan in the asset neighbourhood

Ent and Allergy Associates, LLP Cash Balance Pension Plan IIEnt and Allergy Associates, …$37MRetirement Plan for Employees of Claxton-Hepburn Medical CenterRetirement Plan for Employee…$37MOrix Financial Services, Inc. Retirement PlanOrix Financial Services, Inc…$37MLocal 305 CIO Pension Fund$37MFarmland Dairy Consolidated Pension PlanFarmland Dairy Consolidated …$37M
End-of-year total assets ($M) among Orix Financial Services, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$37M
Net Income-$2M
Employer EIN132507476
Plan Effective Date1989-09-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Orix Corporation USA)

Sponsor-wide plan assets over time

All Orix Corporation USA plans reported in each filing year

Latest sponsor-wide plan assets
$37M 1.7017707704637688% vs 2022
2024 filing year
$36.5M$37M$37.5M$38M$38.5M$39M 202220232024 $37.6M $37M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 N/A $38M
2023 1 N/A $38M
2024 1 N/A $37M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Orix Financial Services, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Orix Financial Services, Inc. Retirement Plan, Total assets ($B): 0.0369546 · Participants: 0Orix Financial Services, Inc. Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Orix Financial Services, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Orix Financial Services, Inc. Retirement Plan side-by-side with 3 peers →

Orix Financial Services, Inc. Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Local 305 CIO Pension Fund in NY at $37M (this filing: $37M).

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 Orix Financial Services, Inc. Retirement Plan assets move in 2024? ▼
Orix Financial Services, Inc. Retirement Plan edged down modestly - down 4.0% during 2024, from $38M to $37M. Reported net income was -$2M.
How have Orix Corporation USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orix Corporation USA's sponsor-wide assets declined 1.7%, from $38M to $37M.
Where does Orix Financial Services, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Orix Financial Services, Inc. Retirement Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Orix Financial Services, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 305 CIO Pension Fund in NY ($37M, 2 participants).

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 132507476.

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.