401(k) · DOL Form 5500 · 2024
Orion Group Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $88M
- Total assets Below avg plan size
- 877
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $100,127
- Avg per participant Below avg balance/head
Official DOL plan name: Orion Group 401(k) Plan · Sponsored by Orion Group Management, Inc. · New York · Management of Enterprises
$88M in assets, 877 participants
Orion Group Management, Inc.'s Orion Group 401(k) Plan reported $88M in total assets and 877 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #849 in Management of Enterprises (1,133 peers)
Where Orion Group 401(k) Plan sits by assets
Orion Group 401(k) Plan sits in the top quartile of all filed plans by assets, $88M for 877 participants (~$100,127/participant), up 295.6% in 2024.
- #849
- in Management of Enterprises (1,133 peers)
- +295.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Orion Group 401(k) Plan's outsized position by total assets
Orion Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,811,236 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Orion Group 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 Group 401(k) Plan sits mid-pack in the medium band (877 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orion Group 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Orion Group 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Orion Group 401(k) Plan reported participants rose from 677 in the plan year 2023 filing to 877 in the plan year 2024 filing.
DOL schedule card
Filing strip 863071207 · Orion Group Management, Inc. PY 2024 · 401(k)
Orion Group 401(k) Plan · $88M · 877 · 89th
- ASSETS $88M
- PCT 877
- EIN 89th
- RANK 401(k)
- PHOTO near Harvest Sherwood Food Distributors Employee 401(k) Plan
- IND ind #849
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 Management of Enterprises retirement plans → · Plans in New York →
Orion Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $8M |
| Employer EIN | 863071207 |
| Plan Effective Date | 2020-07-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Orion Group Management, Inc.)
Sponsor-wide plan assets over time
All Orion Group Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 435.5119497800413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $16M |
| 2023 | 1 | 677 | $22M |
| 2024 | 1 | 877 | $88M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Orion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Harvest Sherwood Food Distributors Employee 401(k) Plan in CA ($88M); by covered participants it is New Vista Behavioral Healthcare, Inc. 401(k) Plan in KY (877 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($88M here).
- Harvest Sherwood Food Distributors Employee 401(k) Plan (CA) $88M · 1,132
- Ironwood Pharmaceuticals, Inc. 401(k) Savings Plan (MA) $88M · 216
- Donjon Marine Co., Inc. Retirement Plan (NJ) $88M · 279
- Sea, Ltd. 401(k) Plan (OH) $88M · 336
Similar participant headcount
Nearest other-state filings by covered participants (877 participants); asset peers above are excluded.
- New Vista Behavioral Healthcare, Inc. 401(k) Plan (KY) 877 · 0 off
- Ozark Motor Lines, Inc 401(k) Plan & Trust (TN) 877 · 0 off
- Sonder 401(k) Savings Plan (CO) 877 · 0 off
- Nibco Inc. Profit Sharing & 401(k) Savings Plan (IN) 877 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.