How big is ORSO Partners, LP's plan?

ORSO Partners, LP's plan reported $767K in assets and 3 participants for 2024.

Original filing (PDF)20251007114523NAL0008056272001

ORSO Partners, LP

Name: ORSO Partners, LP — ORSO Partners Cash Balance Plan, Form 5500 (2024)
Creator: ORSO Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ORSO Partners Cash Balance Plan & Trust

Defined-benefit pension plan · ORSO Partners, LP's ORSO Partners Cash Balance Plan & Trust held $767K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

People on this filing

Bob Morelli signed ORSO Partners, LP's 2024 Form 5500 as plan administrator.

Bob Morelli — 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

ORSO Partners, LP's EIN is 83-2596940.

EIN 83-2596940

Plan number 002

Plan year 2024

ACK ID 20251007114523NAL0008056272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ORSO Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ORSO Partners, LP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORSO PARTNERS, LP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score