How big is Orange County Bar Association's plan?

Orange County Bar Association's plan reported $1.6M in assets and 32 participants for 2024.

Original filing (PDF)20250723143323NAL0002088483001

Orange County Bar Association

Name: Orange County Bar Association — Orange County Bar, Form 5500 (2024)
Creator: Orange County Bar Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orange County Bar Association Profit Sharing Plan

401(k) retirement plan · Orange County Bar Association's Orange County Bar Association Profit Sharing Plan held $1.6M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Aaron Calderon signed Orange County Bar Association's 2024 Form 5500 as plan administrator.

Aaron Calderon — 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

Orange County Bar Association's EIN is 95-2395855.

EIN 95-2395855

Plan number 002

Plan year 2024

ACK ID 20250723143323NAL0002088483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orange County Bar Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orange County Bar Association's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORANGE COUNTY BAR ASSOCIATION.

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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