PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORANGE COUNTY REALTORS
Sponsor portfolio

ORANGE COUNTY REALTORS

EIN 95-2873622-real estate-Latest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
39
25552 LA PAZ RD - LAGUNA HILLS, CA 926535127949-586-6800ocrealtors.orgLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#002401k-$7.6M - 38 part#003MoneyPurchase-$43 - 1 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#002)100%
  • MONEY PURCHASE PLAN (#003)0%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)38
  • MONEY PURCHASE PLAN (#003)1
Total 39Click 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#002

ORANGE COUNTY REALTORS 401(K) PROFIT SHARING PLAN

401k

Assets$7.6M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORANGE COUNTY REALTORS MONEY PURCHASE PLAN

MoneyPurchase

Assets$43
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORANGE COUNTY REALTORS 401(K) PROFIT SHARING PLAN401k$7.6M382024
003ORANGE COUNTY REALTORS MONEY PURCHASE PLANMoneyPurchase$4312025
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