401(k) · DOL Form 5500 · 2022

Off Wall Street Consulting Gro 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$235,395
Avg per participant Above avg balance/head
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Official DOL plan name: Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust · Sponsored by Off Wall Street Consulting Gro · Massachusetts · Finance & Insurance

$2M in assets, 8 participants

Off Wall Street Consulting Gro's Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,057 in Finance & Insurance (9,261 peers)

Off Wall Street Consulting Gro multi-year trail

Off Wall Street Consulting Gro's plans moved +55.7% in assets from 2022 to 2024; this filing shows Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust at $2M / 8 participants.

#2,057
in Finance & Insurance (9,261 peers)
+1.9%
assets growth YoY

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,883,160 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 320659671 · Off Wall Street Consulting Gro PY 2022 · 401(k)

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust · $2M · 8 · 33rd

  • BOY $2M
  • BOY 8
  • BOY 33rd
  • BOY 401(k)
  • BOY near Scalar, LLC Retirement Plan
  • BOY ind #2057

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Massachusetts →

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & TrustOff Wall Street Consulting G…$2MScalar, LLC Retirement Plan$2MCinch Systems, Inc. 401(k) Profit Sharing PlanCinch Systems, Inc. 401(k) P…$2MJanitorial Services, Inc. 401(k) PlanJanitorial Services, Inc. 40…$2MRegina Inter-Parish Catholic Education Center 401(k) PlanRegina Inter-Parish Catholic…$2M
End-of-year total assets ($M) among Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Off Wall Street Consulting Gro multi-year asset trail

Sponsor-wide plan assets over time

All Off Wall Street Consulting Gro plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.69303723528537% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.88M $2.93M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 5 $3M

Off Wall Street Consulting Gro filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$35K
Employer EIN320659671
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00188316 · Participants: 8Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Scalar, LLC Retirement Plan in UT ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust edged up modestly - up 1.9% during 2022, from $2M to $2M. Reported net income was $35K.
How have Off Wall Street Consulting Gro plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Off Wall Street Consulting Gro's sponsor-wide assets grew 55.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Scalar, LLC Retirement Plan in UT ($2M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Off Wall Street Consulting Gro 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 320659671.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.