Defined Benefit (Pension) · DOL Form 5500 · 2024

Ort America, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Employees' Pension Plan of American Ort, Inc. · Sponsored by Ort America, Inc. · New York · Other Services

$9M in assets, 3 participants

Ort America, Inc.'s Employees' Pension Plan of American Ort, Inc. reported $9M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,603 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Employees' Pension Plan of American Ort, Inc. ranks #5,603 of 7,719 2024 filers by assets (229% of the sector average)-$9M for 3 participants.

#5,603
in Other Services (7,719 peers)
-14.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Pension Plan of American Ort, Inc.'s mid-pack asset rank among Other Services and all filers

Employees' Pension Plan of American Ort, Inc. vs every filed plan by assets

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

$8,782,122 Top 47% higher than 53% 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

Employees' Pension Plan of American Ort, Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Pension Plan of American Ort, Inc. is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Pension Plan of American Ort, Inc. reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Employees' Pension Plan of American Ort, Inc. end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135562424 · Ort America, Inc. PY 2024 · Defined Benefit (Pension)

Employees' Pension Plan of American Ort, Inc. · $9M · 3 · 53rd

  • TYPE $9M
  • TYPE 3
  • TYPE 53rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Lamesa National Bank Pension Plan
  • TYPE ind #5603

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 New York →

Employees' Pension Plan of American Ort, Inc. in the asset neighbourhood

Employees' Pension Plan of American Ort, Inc.Employees' Pension Plan of A…$9MLamesa National Bank Pension PlanLamesa National Bank Pension…$9MAmerican Ingredients Company Retirement PlanAmerican Ingredients Company…$9MHuntington Federal Savings Bank Retirement PlanHuntington Federal Savings B…$9MSouthfield Radiology Associates, PLLC Cash Balance PlanSouthfield Radiology Associa…$9M
End-of-year total assets ($M) among Employees' Pension Plan of American Ort, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN135562424
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ort America, Inc.)

Sponsor-wide plan assets over time

All Ort America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 14.338770726739892% vs 2023
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 20232024 $10.3M $8.78M ▼ -14.3%
Year Plans Participants Total Assets
2023 1 3 $10M
2024 1 3 $9M

Nearby Defined Benefit (Pension) Plans in New York

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

Employees' Pension Plan of American Ort, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employees' Pension Plan of American Ort, Inc., Total assets ($B): 0.008782122 · Participants: 3Employees' Pension Plan of American Ort, Inc.IBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Employees' Pension Plan of American Ort, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Pension Plan of American Ort, Inc. side-by-side with 3 peers →

Employees' Pension Plan of American Ort, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Lamesa National Bank Pension Plan in TX ($9M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Employees' Pension Plan of American Ort, Inc. assets move in 2024? ▼
Employees' Pension Plan of American Ort, Inc. pulled back noticeably - down 14.3% during 2024, from $10M to $9M. Reported net income was -$1M.
How have Ort America, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ort America, Inc.'s sponsor-wide assets declined 14.3%, from $10M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Pension Plan of American Ort, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lamesa National Bank Pension Plan in TX ($9M, 22 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Pension Plan of American Ort, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 135562424.

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.