Department of Labor filing

ORCHARD-RITE LTD INC

ORCHARD-RITE LTD INC 401(K) PLAN · For the plan year ended Apr 30, 2025

Public filing 2024 · received Feb 18, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,264

Reported employer contributions per active participant.

Higher than about 68% of comparable plans

#People in the filing

129

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$16 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 95% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $1,709 · based on 1,081 comparable plans

Lower reported administrative expense95th percentileTypical peer $180 · based on 1,089 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Apr 30, 2025, ORCHARD-RITE LTD INC reported $292,041 in employer contributions across the plan and 129 active participants. That works out to $2,264 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy64%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context76/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $292,041
Participant contributions: $350,306
Other contributions: Not reported
Employer share of reported contributions: 45.5%
Beginning assets: $2,915,723
Ending assets: $3,438,107
Ending net assets: $3,438,107
Ending liabilities: $0
Total income: $937,795
Total expenses: $415,411
Administrative expenses: $3,105
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,337

2023

$2,546

2024

$2,264

Plan-paid administrative expenses per participant

2022

2023

$27

2024

$16

Active participants

2022

173

2023

133

2024

129

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,264	129	3.4M	20260218124748NAL0008207968001
2023	$2,546	133	2.9M	20250210183455NAL0018111441001
2022	$2,337	173	2.2M	20240130123555NAL0012899651001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 911020209-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 2020
Industry: Industry group 332
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E3D2G2J2R2F2T3F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260218124748NAL0008207968001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗