Orion South, Inc.401(k)
ORION SOUTH, INC. PROFIT SHARING PLAN AND TRUST · NEW ORLEANS, LA · plan year 2022
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Orion South, Inc. reported $75,744 in plan administrative expenses for 2022: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,133 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 0.29% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 232nd-largest of 884 plans among Louisiana employers on file, and the 1,728th of 4,246 in wholesale trade. In 2022, employees put in $2.09 for every $1.00 the employer contributed.
Orion South, Inc.'s 2022 employer contribution ran below the $2,266 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 720485984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.