Other · DOL Form 5500 · 2022

Miriam Osborn Memorial Home Association Retirement Plan

Data updated 2026-08-11

$29M
Total assets
712
Participants
83rd
Percentile by assets
$41,256
Avg per participant
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Official DOL plan name: The Osborn 403(b) Defined Contribution Retirement Plan · Sponsored by Miriam Osborn Memorial Home Association · New York · Healthcare & Social Assistance

$29M in assets, 712 participants

Miriam Osborn Memorial Home Association's The Osborn 403(b) Defined Contribution Retirement Plan reported $29M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #17,111 in Healthcare & Social Assistance (20,060 peers)

Where The Osborn 403(b) Defined Contribution Retirement Plan sits by assets

The Osborn 403(b) Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 712 participants (~$41,256/participant), down 11.7% in 2022.

$29M
total plan assets (2022 EOY)
712
covered participants
83rd
percentile by assets (of 139,126 plans)
$41,256
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Osborn 403(b) Defined Contribution Retirement Plan sits by total assets

The Osborn 403(b) Defined Contribution Retirement Plan vs every filed plan by assets

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

$29,374,441 Top 17% higher than 83% 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

The Osborn 403(b) Defined Contribution Retirement Plan vs the 2022 asset distribution

By assets, The Osborn 403(b) Defined Contribution Retirement Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN135562312
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miriam Osborn Memorial Home Association)

$30M$40M$50M$60M$70M 202220232024 $60.3M $38.8M ▼ -35.6%
Total plan assets by year, all Miriam Osborn Memorial Home Association plans on file
Year Plans Participants Total Assets
2022 2 905 $60M
2023 2 951 $36M
2024 1 798 $39M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Osborn 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Osborn 403(b) De…, Total assets ($B): 0.029374441 · Participants: 712The Osborn 403(b) De…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
The Osborn 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Osborn 403(b) Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Osborn 403(b) Defined Contribution Retirement Plan assets move in 2022?
The Osborn 403(b) Defined Contribution Retirement Plan pulled back noticeably - down 11.7% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Miriam Osborn Memorial Home Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Miriam Osborn Memorial Home Association's sponsor-wide assets declined 35.6%, from $60M to $39M.
Where does The Osborn 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
The Osborn 403(b) Defined Contribution Retirement Plan ranks in the 83rd 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 Other plans are similar in size to The Osborn 403(b) Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($29M, 149 participants).

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Scale reading

Ways to act on The Osborn 403(b) Defined Contribution Retirement Plan's numbers.