Plan Ledger DOL Form 5500 · updated monthly

Old Republic International Corp.ESOP

ORI 401(K) SAVINGS AND PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Old Republic International Corp. reported $65,124 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,523 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.004% to 0.003%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 47th-largest of 3,702 plans among Illinois employers on file, and the 96th of 4,798 in finance & insurance. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,060,672,457
Participants with balances13,521
Active participants9,784
Employer contributions$44,255,254
Employee contributions$71,026,742
Employer contribution per active participant$4,523
Average account balance$152,405
Benefits paid to participants$272,362,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1B · 13,521 accts · $44.3M emplr
2023$1.9B · 13,323 accts · $63.4M emplr
2022$1.6B · 12,906 accts · $69.0M emplr
Administrative expenses, itemized · 2024
Investment management$17,624
Audit (IQPA)$47,500
Total administrative$65,124
Employer contributions to the Old Republic International Corp. plan · 2024
Employer contribution per active participant$4,523
Median for plans this size$5,259
2024$4,523 per active participant
2023$6,515 per active participant
2022$6,960 per active participant

Old Republic International Corp.'s 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CBIZ CPAS P.C. · Accounting / audit$47,500
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (discretionary) · Trustee (directed)$14,764

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$65,124 · 0.00%
2023$61,358 · 0.00%
2022$52,168 · 0.00%
All plans at this employer2
ORI 401(K) SAVINGS AND PROFIT SHARING PLANESOP
OLD REPUBLIC BASELINE SECURITY PLANProfit-sharing plan
Similar plansFinance & Insurance · Illinois
Aon Consulting, Inc. IL$3.1B · 0.32%
Hub International Limited IL$1.6B · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362678171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.