Plan Ledger DOL Form 5500 · updated monthly

Orchard Therapeutics North America401(k)

ORCHARD THERAPEUTICS 401(K) PLAN · FOSTER CITY, CA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Orchard Therapeutics North America reported $1,730 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,504 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 rose from 0.01% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,579th of 9,483), and 8,124th of 11,654 in professional & technical services. In 2023, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,555,839
Participants with balances104
Active participants31
Employer contributions$356,610
Employee contributions$692,561
Employer contribution per active participant$11,504
Average account balance$91,883
Benefits paid to participants$1,610,304
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8K · $46K emplr
2023$9.6M · 104 accts · $357K emplr
2022$8.5M · 134 accts · $476K emplr
The Orchard Therapeutics North America 401(k) match · 2023
Employer contribution per active participant$11,504
Median for plans this size$1,308
2023$11,504 per active participant
2022$14,411 per active participant

Orchard Therapeutics North America's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20239
T ROWE PRICE RPS INC · Recordkeeping · Trustee$1,730
FIDELITY FUNDS · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
EATON VANCE FUNDS · Investment managementindirect comp
PRUDENTIAL FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$5,450 · 0.11%
2023$1,730 · 0.02%
2022$1,340 · 0.01%
Similar plansProfessional & Technical Services · California
Gspann Technologies, Inc. CA$9.6M · 0.01%
Digital Arbitrage, Inc. CA$9.6M · 0.50%
Trove Recommerce, Inc. CA$9.6M · 0.53%
Eos Unified Solutions Inc CA$9.5M · 1.24%
Captivateiq, Inc. CA$9.5M · 0.13%
Moveon.Org Civic Action CA$9.5M · 0.25%
Zenleads Inc. CA$9.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812354450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.