How big is Mary Catherine ORR's plan?

Mary Catherine ORR's plan reported $1.5M in assets and 1 participants for 2025.

Original filing (PDF)20260423082400NAL0007329344001

Mary Catherine ORR

Name: Mary Catherine ORR — Mary Catherine ORR Retirement, Form 5500 (2025)
Creator: Mary Catherine ORR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mary Catherine ORR Retirement Plan

401(k) retirement plan · Mary Catherine ORR's Mary Catherine ORR Retirement Plan held $1.5M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Mary Catherine ORR signed Mary Catherine ORR's 2025 Form 5500 as plan administrator.

Mary Catherine ORR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mary Catherine ORR's EIN is 39-1695061.

EIN 39-1695061

Plan number 001

Plan year 2025

ACK ID 20260423082400NAL0007329344001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mary Catherine ORR from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mary Catherine ORR's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY CATHERINE ORR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

MARY CATHERINE ORR

EIN

all filings

Address

1391 WATERFORD DRIVE · GREEN BAY, WI · 54313

Phone

(920) 680-1057

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator