Defined Benefit (Pension) · DOL Form 5500 · 2022

Osborn LLC Pension Plan

Data updated 2026-08-11

$6M
Total assets
N/A
Participants
55th
Percentile by assets
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Official DOL plan name: Osborn Retirement Plan · Sponsored by Osborn LLC · Indiana · Manufacturing

$6M in assets, N/A participants

Osborn LLC's Osborn Retirement Plan reported $6M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #8,178 in Manufacturing (20,602 peers)

Osborn LLC multi-year trail

Osborn LLC's plans moved +315.2% in assets from 2022 to 2024; this filing shows Osborn Retirement Plan at $6M / N/A participants.

$6M
total plan assets (2022 EOY)
N/A
covered participants
55th
percentile by assets (of 139,126 plans)
-7.9%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Osborn Retirement Plan sits by total assets

Osborn Retirement Plan vs every filed plan by assets

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

$6,170,595 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Manufacturing

Osborn LLC across 3 plan years on file

Across the 3 plan years Osborn LLC has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $26M, a gain of 315.2%. Peak year by sponsor assets: 2023 ($62M); trough: 2022 ($6M).

Osborn LLC multi-year asset trail

$0M$20M$40M$60M$80M 202220232024 $6.17M $25.6M ▲ +315.2%
Total plan assets by year, all Osborn LLC plans on file
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 2 694 $62M
2024 1 624 $26M

Osborn LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$526K
Employer EIN830905279
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Osborn Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Osborn Retirement Plan, Total assets ($B): 0.006170595 · Participants: 0Osborn Retirement PlanThe Lilly Retirement…, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement…Cummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pen…, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pen…Elevance Health Cash…, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash…Nisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Osborn Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Osborn Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Osborn Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Osborn Retirement Plan assets move in 2022? ▼
Osborn Retirement Plan pulled back noticeably - down 7.9% during 2022, from $7M to $6M. Reported net income was -$526K.
How have Osborn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborn LLC's sponsor-wide assets grew 315.2%, from $6M to $26M.
Which Defined Benefit (Pension) plans are similar in size to Osborn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Onesource Employees' Retirement Pension Plan in TX ($6M, 8 participants).

Next read for Osborn Retirement Plan

Multi-year trail

Ways to act on Osborn Retirement Plan's numbers.

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 830905279.

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.