401(k) · DOL Form 5500 · 2022

Osborne Partners Capital Manag 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
57th
Percentile by assets National rank
$360,531
Avg per participant High balance/head
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Official DOL plan name: Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust · Sponsored by Osborne Partners Capital Manag · California · Finance & Insurance

$7M in assets, 19 participants

Osborne Partners Capital Manag's Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,771 in Finance & Insurance (9,261 peers)

Osborne Partners Capital Manag multi-year trail

Osborne Partners Capital Manag's plans moved +14.0% in assets from 2022 to 2024; this filing shows Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust at $7M / 19 participants.

#3,771
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY

The plan reported a net loss of $964K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,850,086 Top 43% higher than 57% 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

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 810602482 · Osborne Partners Capital Manag PY 2022 · 401(k)

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust · $7M · 19 · 57th

  • 5500 $7M
  • ASSETS 19
  • PCT 57th
  • EIN 401(k)
  • RANK near Hospital Forms/Magnetic Ticket 401(k) Plan
  • PHOTO ind #3771

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 California →

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & TrustOsborne Partners Capital Man…$7MHospital Forms/Magnetic Ticket 401(k) PlanHospital Forms/Magnetic Tick…$7MFortress Bank Profit Sharing PlanFortress Bank Profit Sharing…$7MScaffold Resource, LLC Select 401(k) PlanScaffold Resource, LLC Selec…$7MEaster Seals Tristate LLC 401(k) Retirement PlanEaster Seals Tristate LLC 40…$7M
End-of-year total assets ($M) among Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Osborne Partners Capital Manag multi-year asset trail

Sponsor-wide plan assets over time

All Osborne Partners Capital Manag plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.0439550685933% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.85M $7.81M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 19 $7M
2023 1 18 $8M
2024 1 19 $8M

Osborne Partners Capital Manag filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$964K
Employer EIN810602482
Plan Effective Date2011-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006850086 · Participants: 19Osborne Partners Capital Manag 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hospital Forms/Magnetic Ticket 401(k) Plan in TX ($7M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.3% during 2022, from $8M to $7M. Reported net income was -$964K.
How have Osborne Partners Capital Manag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborne Partners Capital Manag's sponsor-wide assets grew 14.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hospital Forms/Magnetic Ticket 401(k) Plan in TX ($7M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 810602482.

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.