401(k) · DOL Form 5500 · 2024
Ostrow Reisin Berk & Abrams, Ltd. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $442,463
- Avg per participant High balance/head
Official DOL plan name: Orba Employees' Retirement Savings Plan · Sponsored by Ostrow Reisin Berk & Abrams, Ltd. · Illinois · Professional & Technical Services
$71M in assets, 161 participants
Ostrow Reisin Berk & Abrams, Ltd.'s Orba Employees' Retirement Savings Plan reported $71M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,904 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Orba Employees' Retirement Savings Plan covers 161 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $71M.
- #17,904
- in Professional & Technical Services (20,173 peers)
- -9.0%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Orba Employees' Retirement Savings Plan's outsized position by total assets
Orba Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,236,510 Top 12% higher than 88% 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
Orba Employees' Retirement Savings 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. Orba Employees' Retirement Savings Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Orba Employees' Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Orba Employees' Retirement Savings Plan end-of-year assets fell from $78M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Orba Employees' Retirement Savings Plan reported participants rose from 155 in the plan year 2023 filing to 161 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 362938874 · Ostrow Reisin Berk & Abrams, Ltd. PY 2024 · 401(k)
Orba Employees' Retirement Savings Plan · $71M · 161 · 88th
- NET $71M
- BOOK 161
- VS-ST 88th
- BOY 401(k)
- SCH near Gold Medal Bakery, Inc. Employees Supplemental Income Plan
- EBSA ind #17904
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 Professional & Technical Services retirement plans → · Plans in Illinois →
Orba Employees' Retirement Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | -$7M |
| Employer EIN | 362938874 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ostrow Reisin Berk & Abrams, Ltd.)
Sponsor-wide plan assets over time
All Ostrow Reisin Berk & Abrams, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 9.600068618789164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $65M |
| 2023 | 1 | 155 | $78M |
| 2024 | 1 | 161 | $71M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Orba Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Gold Medal Bakery, Inc. Employees Supplemental Income Plan in MA ($71M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.