401(k) · DOL Form 5500 · 2022

Osterman & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
101
Participants Small participant base
80th
Percentile by assets National rank
$240,990
Avg per participant Above avg balance/head
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Official DOL plan name: Osterman & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Osterman & Company, Inc. · Connecticut · Wholesale Trade

$24M in assets, 101 participants

Osterman & Company, Inc.'s Osterman & Company, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,409 in Wholesale Trade (6,843 peers)

Coverage in Connecticut

Osterman & Company, Inc. 401(k) Profit Sharing Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $24M.

#5,409
in Wholesale Trade (6,843 peers)
-8.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osterman & Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Osterman & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,340,010 Top 20% higher than 80% 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

Osterman & Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osterman & Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

EBSA filing schedule strip

Filing strip 363048260 · Osterman & Company, Inc. PY 2022 · 401(k)

Osterman & Company, Inc. 401(k) Profit Sharing Plan · $24M · 101 · 80th

  • EOY $24M
  • EOY 101
  • EOY 80th
  • EOY 401(k)
  • EOY near United Bankers Bancorporation, Inc. 401(k) Savings Plan
  • EOY ind #5409

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Osterman & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Osterman & Company, Inc. 401(k) Profit Sharing PlanOsterman & Company, Inc. 401…$24MUnited Bankers Bancorporation, Inc. 401(k) Savings PlanUnited Bankers Bancorporatio…$24MWomen's Health Care, P.C. Profit Sharing and 401(k) PlanWomen's Health Care, P.C. Pr…$24MLewitt, Hackman, Shapiro, Marshall & Harlan 401(k) Profit Sharing PlanLewitt, Hackman, Shapiro, Ma…$24MEconolite Group, Inc. 401(k) PlanEconolite Group, Inc. 401(k)…$24M
End-of-year total assets ($M) among Osterman & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN363048260
Plan Effective Date1979-11-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Osterman & Company, Inc.)

Sponsor-wide plan assets over time

All Osterman & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 38.50511565114394% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $33.7M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 101 $24M
2023 1 104 $30M
2024 1 109 $34M

Nearby 401(k) Plans in Connecticut

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

Osterman & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Osterman & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02434001 · Participants: 101Osterman & Company, Inc. 401(k) Profit Sharing PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Osterman & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Osterman & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Osterman & Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is United Bankers Bancorporation, Inc. 401(k) Savings Plan in MN ($24M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Osterman & Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Osterman & Company, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 8.3% during 2022, from $27M to $24M. Reported net income was -$2M.
How have Osterman & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osterman & Company, Inc.'s sponsor-wide assets grew 38.5%, from $24M to $34M.
Where does Osterman & Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Osterman & Company, Inc. 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Osterman & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Bankers Bancorporation, Inc. 401(k) Savings Plan in MN ($24M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Osterman & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, 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 363048260.

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.