401(k) · DOL Form 5500 · 2022

Barbara E Ostrander, Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$599K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$598,637
Avg per participant High balance/head
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Official DOL plan name: Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust · Sponsored by Barbara E Ostrander, Cpa, P.C. · New York · Professional & Technical Services

$599K in assets, 1 participants

Barbara E Ostrander, Cpa, P.C.'s Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust reported $599K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,478 in Professional & Technical Services (21,562 peers)

Barbara E Ostrander, Cpa, P.C. multi-year trail

Barbara E Ostrander, Cpa, P.C.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust at $599K / 1 participant.

#3,478
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$598,637 20th percentile higher than 20% 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

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and 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. Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 421620773 · Barbara E Ostrander, Cpa, P.C. PY 2022 · 401(k)

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust · $599K · 1 · 20th

  • VS-ST $599K
  • VS-ST 1
  • VS-ST 20th
  • VS-ST 401(k)
  • VS-ST near Big Deal Deliveries, Inc. 401(k) Plan
  • VS-ST ind #3478

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 Professional & Technical Services retirement plans → · Plans in New York →

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and TrustBarbara E Ostrander, Cpa, PC…$599KBig Deal Deliveries, Inc. 401(k) PlanBig Deal Deliveries, Inc. 40…$599KHydroline Employee 401(k) PlanHydroline Employee 401(k) Pl…$599KBeemer Enterprises, Inc. 401(k) Profit Sharing PlanBeemer Enterprises, Inc. 401…$599KR&j Fitness Corporation 401(k) PlanR&j Fitness Corporation 401(…$598K
End-of-year total assets ($M) among Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Barbara E Ostrander, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Barbara E Ostrander, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.427935922259934% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.51M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 2 $941K
2023 2 2 $1M
2024 2 2 $2M

Barbara E Ostrander, Cpa, P.C. filing trail (2022)

Total Assets (Beginning of Year)$656K
Net Assets (End of Year)$599K
Net Income-$58K
Employer EIN421620773
Plan Effective Date2004-02-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000598637 · Participants: 1Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Big Deal Deliveries, Inc. 401(k) Plan in MN ($599K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($599K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.8% during 2022, from $656K to $599K. Reported net income was -$58K.
How have Barbara E Ostrander, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara E Ostrander, Cpa, P.C.'s sponsor-wide assets grew 60.4%, from $941K to $2M.
Where does Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Big Deal Deliveries, Inc. 401(k) Plan in MN ($599K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Barbara E Ostrander, Cpa, PC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 421620773.

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.