401(k) · DOL Form 5500 · 2022

Osha Bergman Watanabe & Burton LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
124
Participants Small participant base
68th
Percentile by assets National rank
$96,568
Avg per participant Below avg balance/head
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Official DOL plan name: Osha Bergman Watanabe & Burton 401(k) Plan · Sponsored by Osha Bergman Watanabe & Burton LLP · Texas · Professional & Technical Services

$12M in assets, 124 participants

Osha Bergman Watanabe & Burton LLP's Osha Bergman Watanabe & Burton 401(k) Plan reported $12M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,589 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Osha Bergman Watanabe & Burton 401(k) Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#14,589
in Professional & Technical Services (21,562 peers)
-11.7%
assets change YoY

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.

Osha Bergman Watanabe & Burton 401(k) Plan's outsized position by total assets

Osha Bergman Watanabe & Burton 401(k) Plan vs every filed plan by assets

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

$11,974,429 Top 32% higher than 68% 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

Osha Bergman Watanabe & Burton 401(k) 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. Osha Bergman Watanabe & Burton 401(k) Plan sits mid-pack in the medium band (124 participants).

Published 5500 schedule card

Filing strip 760571383 · Osha Bergman Watanabe & Burton LLP PY 2022 · 401(k)

Osha Bergman Watanabe & Burton 401(k) Plan · $12M · 124 · 68th

  • BOOK $12M
  • BOOK 124
  • BOOK 68th
  • BOOK 401(k)
  • BOOK near P3 Services Consolidated 401(k) Plan
  • BOOK ind #14589

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 Texas →

Osha Bergman Watanabe & Burton 401(k) Plan in the asset neighbourhood

Osha Bergman Watanabe & Burton 401(k) PlanOsha Bergman Watanabe & Burt…$12MP3 Services Consolidated 401(k) PlanP3 Services Consolidated 401…$12MIndustrial Hard Chrome, Ltd. 401(k) Retirement Plan and TrustIndustrial Hard Chrome, Ltd.…$12MTriad Manufacturing, Inc. 401(k) & Profit Sharing PlanTriad Manufacturing, Inc. 40…$12MMaxway 401(k) and Profit Sharing PlanMaxway 401(k) and Profit Sha…$12M
End-of-year total assets ($M) among Osha Bergman Watanabe & Burton 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN760571383
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osha Bergman Watanabe & Burton LLP)

Sponsor-wide plan assets over time

All Osha Bergman Watanabe & Burton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 50.86513937324276% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12M $18.1M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 115 $15M
2024 1 138 $18M

Nearby 401(k) Plans in Texas

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

Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Osha Bergman Watanabe & Burton 401(k) Plan, Total assets ($B): 0.011974429 · Participants: 124Osha Bergman Watanabe & Burton 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Osha Bergman Watanabe & Burton 401(k) Plan side-by-side with 3 peers →

Osha Bergman Watanabe & Burton 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is P3 Services Consolidated 401(k) Plan in WA ($12M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Osha Bergman Watanabe & Burton 401(k) Plan assets move in 2022? ▼
Osha Bergman Watanabe & Burton 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Osha Bergman Watanabe & Burton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osha Bergman Watanabe & Burton LLP's sponsor-wide assets grew 50.9%, from $12M to $18M.
Which 401(k) plans are similar in size to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P3 Services Consolidated 401(k) Plan in WA ($12M, 580 participants).
Which 401(k) plans cover a similar participant headcount to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 760571383.

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.