PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.
Sponsor portfolio

ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.

EIN 95-1685796-human resources-Latest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
97
830 NORTH ROSS STREET - SANTA ANA, CA 92701714-835-3355ocea.orgLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#001TraditionalDB-$8.1M - 52 part#002401k-$7.3M - 45 part

Retirement portfolio analytics

2 plans aggregated / $15.4M assets / 97 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYERS GROUP PENSION (#001)53%
  • EMPLOYEES ASSOCIATION 401(K) (#002)47%
Total $15.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYERS GROUP PENSION (#001)52
  • EMPLOYEES ASSOCIATION 401(K) (#002)45
Total 97Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORANGE COUNTY EMPLOYEES ASSOCIATION, INC. & AFFILIATED EMPLOYERS GROUP PENSION PLAN

TraditionalDB

Assets$8.1M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORANGE COUNTY EMPLOYEES ASSOCIATION 401(K) PLAN

401k

Assets$7.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORANGE COUNTY EMPLOYEES ASSOCIATION, INC. & AFFILIATED EMPLOYERS GROUP PENSION PLANTraditionalDB$8.1M522025
002ORANGE COUNTY EMPLOYEES ASSOCIATION 401(K) PLAN401k$7.3M452025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica