Filings through .
Orgel Wealth Management
Matched across 4 name variants in the filings
Orgel Wealth Management summary
Orgel Wealth Management appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.3B in assets for 13,396 participants. The median client plan holds $29.0M. Most client plans are sponsored in WI, CO and MN. The largest clients by plan assets are Marathon Cheese Corporation, Royal Credit Union and Rice Lake Weighing Systems. Plans reported $1.8M in direct and indirect compensation paid to Orgel Wealth Management. The median is $54K per plan.
- Participants
- 13,396
- Median plan assets
- $29.0M
- Median plan participants
- 290
- Median fees per plan
- $54K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Marathon Cheese Corporation | WI | $224M | 2,869 |
| Royal Credit Union | WI | $122M | 1,059 |
| Rice Lake Weighing Systems | WI | $102M | 901 |
| Bauer Built, Inc. | WI | $96.3M | 853 |
| Standard Retirement Services, Inc. | OR | $94.2M | 766 |
| Summit Dental Management, S.C. | WI | $75.4M | 689 |
| Black River Health, Inc. | WI | $63.4M | 503 |
| Oakleaf Clinics, Inc. | WI | $60.0M | 522 |
| Orthopaedic Associates of Wi, plan 001 | WI | $53.8M | 308 |
| Bone & Joint Clinic, S.C. | WI | $50.8M | 409 |
| Eau Claire Cooperative Oil Company | WI | $46.2M | 180 |
| Mathews Archery, Inc. | WI | $42.8M | 408 |
| Markquart, Inc. | WI | $38.0M | 567 |
| Metastar, Inc. | WI | $29.9M | 124 |
| Orthopaedic Associates of Wisconsin, S.C., plan 003 | WI | $29.2M | 219 |
| Eye Clinic of Wisconsin, S.C. | WI | $28.9M | 272 |
| Oakleaf Surgical Hospital LLC | WI | $27.4M | 462 |
| Huntsinger Farms, Inc. | WI | $27.2M | 323 |
| Simko Support Center LLC | WI | $25.7M | 539 |
| Mississippi Welders Supply Co., Inc. | MN | $18.3M | 232 |
| Spectrum Insurance Group, LLC | WI | $18.0M | 200 |
| Macdonald & Owen Veneer & Lumber Co., Inc. | WI | $16.4M | 205 |
| Security Financial Bank | WI | $14.2M | 172 |
| Mastercraft Industries, Inc. | WI | $12.1M | 240 |
| Artisans, Inc. | WI | $9.0M | 151 |
- WIParticipants 2,869
- Royal Credit Union$122MWIParticipants 1,059
- WIParticipants 901
- Bauer Built, Inc.$96.3MWIParticipants 853
- ORParticipants 766
- WIParticipants 689
- Black River Health, Inc.$63.4MWIParticipants 503
- Oakleaf Clinics, Inc.$60.0MWIParticipants 522
- WIParticipants 308
- WIParticipants 409
- WIParticipants 180
- Mathews Archery, Inc.$42.8MWIParticipants 408
- Markquart, Inc.$38.0MWIParticipants 567
- Metastar, Inc.$29.9MWIParticipants 124
- WIParticipants 219
- WIParticipants 272
- WIParticipants 462
- Huntsinger Farms, Inc.$27.2MWIParticipants 323
- Simko Support Center LLC$25.7MWIParticipants 539
- MNParticipants 232
- WIParticipants 200
- WIParticipants 205
- Security Financial Bank$14.2MWIParticipants 172
- WIParticipants 240
- Artisans, Inc.$9.0MWIParticipants 151
Top client states
- WI27 plans
- CO1 plan
- MN1 plan
- OR1 plan
Frequently asked questions
- Who uses Orgel Wealth Management?
- 30 retirement plans list Orgel Wealth Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Marathon Cheese Corporation, Royal Credit Union, Rice Lake Weighing Systems, Bauer Built, Inc. and Standard Retirement Services, Inc.. Most client plans are sponsored in WI, CO and MN.
- How many plans does Orgel Wealth Management serve?
- Orgel Wealth Management serves 30 retirement plans with $1.3B in plan assets and 13,396 participants, based on the latest Form 5500 filings through 2024.
- What does Orgel Wealth Management charge?
- Plans reported $1.8M in total Schedule C compensation paid to Orgel Wealth Management. The median plan paid $54K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Orgel Wealth Management as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.