401(k) · DOL Form 5500 · 2022

Overseas Service Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
368
Participants Below avg headcount
80th
Percentile by assets National rank
$66,774
Avg per participant Below avg balance/head
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Official DOL plan name: Overseas Service Corporation 401(k) Plan and Trust · Sponsored by Overseas Service Corporation · Florida · Wholesale Trade

$25M in assets, 368 participants

Overseas Service Corporation's Overseas Service Corporation 401(k) Plan and Trust reported $25M in total assets and 368 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.

  • #5,418 in Wholesale Trade (6,843 peers)

Where Overseas Service Corporation 401(k) Plan and Trust sits by assets

Overseas Service Corporation 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $25M for 368 participants (~$66,774/participant), down 17.5% in 2022.

#5,418
in Wholesale Trade (6,843 peers)
-17.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Overseas Service Corporation 401(k) Plan and Trust's outsized position by total assets

Overseas Service Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$24,572,694 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

Overseas Service Corporation 401(k) Plan and Trust 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. Overseas Service Corporation 401(k) Plan and Trust sits mid-pack in the medium band (368 participants).

DOL schedule card

Filing strip 530215173 · Overseas Service Corporation PY 2022 · 401(k)

Overseas Service Corporation 401(k) Plan and Trust · $25M · 368 · 80th

  • IND $25M
  • IND 368
  • IND 80th
  • IND 401(k)
  • IND near The Employees Retirement and Section 401(k) Plan and Trust
  • IND ind #5418

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 Florida →

Overseas Service Corporation 401(k) Plan and Trust in the asset neighbourhood

Overseas Service Corporation 401(k) Plan and TrustOverseas Service Corporation…$25MThe Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$25MDec 401(k) Plan$25MStoris 401(k) Plan$25MRatio States, LLC 401(k) Plan$25M
End-of-year total assets ($M) among Overseas Service Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN530215173
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overseas Service Corporation)

Sponsor-wide plan assets over time

All Overseas Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 43.57232462993272% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $35.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 368 $25M
2023 1 370 $30M
2024 1 373 $35M

Nearby 401(k) Plans in Florida

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

Overseas Service Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Overseas Service Corporation 401(k) Plan and Trust, Total assets ($B): 0.024572694 · Participants: 368Overseas Service Corporation 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Overseas Service Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Overseas Service Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Overseas Service Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($25M); by covered participants it is Afa Protective Systems, Inc. Savings Plan in NY (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Overseas Service Corporation 401(k) Plan and Trust assets move in 2022? ▼
Overseas Service Corporation 401(k) Plan and Trust declined sharply - down 17.5% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Overseas Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overseas Service Corporation's sponsor-wide assets grew 43.6%, from $25M to $35M.
Where does Overseas Service Corporation 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Overseas Service Corporation 401(k) Plan and Trust 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 Overseas Service Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($25M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Overseas Service Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Afa Protective Systems, Inc. Savings Plan in NY (368 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 530215173.

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.