Orix Usa Corporation 401(k) Plan: Login, Facts & Contact Information

Orix Usa Corporation 401(k) Plan Facts

Plan name
ORIX CORPORATION USA SAVINGS AND INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORIX CORPORATION USA
Participants
1,729 (1,252 active employees)
Former employees with a balance
431
Plan assets
$315,236,311 at Dec 31, 2024
Average account balance
$199,770 across 1,578 accounts
Employer contributions
$8,780,690 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $31.1 million went into the plan in contributions, $8.78 million of it from the employer (28%).
  • $24.3 million was paid out to participants.
  • Investment and other income added $42.3 million.
  • Administrative expenses were $16,319, about $10 per account.

How the Orix Usa Corporation 401(k) changed, 2020–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20201,141$149.9 million$4.70 million$12.9 million
20211,229$177.0 million$5.37 million$17.2 million
20221,319$182.2 million$6.87 million$13.7 million
20231,503$266.3 million$7.96 million$17.8 million
20241,729$315.2 million$8.78 million$24.3 million

Orix Usa Corporation 401(k) Contact Information

Phone
214-237-2000
Mailing address
2001 ROSS AVENUE, SUITE 1900, DALLAS TX 75201
Plan sponsor
ORIX CORPORATION USA
Employer identification number (EIN)
13-3095268
Plan number
001

Questions about the Orix Usa Corporation 401(k)

Does Orix Usa Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.78 million, 28% of all contributions.

Does the Orix Usa Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Orix Usa Corporation 401(k) plan?

1,729 participants at the start of plan year 2024, 1,252 of them active employees, and 431 former employees who still had money in the plan.

What is the average 401(k) balance at Orix Usa Corporation?

About $199,770 per account: $315.2 million in plan assets across 1,578 accounts with a balance at the end of plan year 2024.

Who manages the Orix Usa Corporation 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Orix Usa Corporation. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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