Other · DOL Form 5500 · 2022

Oswego County Opportunities, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
521
Participants Below avg headcount
72nd
Percentile by assets National rank
$27,454
Avg per participant Low balance/head
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Official DOL plan name: Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · Sponsored by Oswego County Opportunities, Inc. · New York · Healthcare & Social Assistance

$14M in assets, 521 participants

Oswego County Opportunities, Inc.'s Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan reported $14M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,299 in Healthcare & Social Assistance (20,060 peers)

Oswego County Opportunities, Inc. multi-year trail

Oswego County Opportunities, Inc.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan at $14M / 521 participants.

#15,299
in Healthcare & Social Assistance (20,060 peers)
-15.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's outsized position by total assets

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan vs every filed plan by assets

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

$14,303,681 Top 28% higher than 72% 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

Oswego County Opportunities, Inc. Employees' Deferred Annuity 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. Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan sits mid-pack in the medium band (521 participants).

EBSA filing schedule strip

Filing strip 160979876 · Oswego County Opportunities, Inc. PY 2022 · Other

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · $14M · 521 · 72nd

  • IND $14M
  • IND 521
  • IND 72nd
  • IND Other
  • IND near Gould Academy Retirement Plan
  • IND ind #15299

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan in the asset neighbourhood

National Association of Community Health Centers, Inc. 403 (B) PlanNational Association of Comm…$14MGould Academy Retirement Plan$14M403(b) Thrift Plan of Vista Del Mar Child and Family Services403(b) Thrift Plan of Vista …$14MOswego County Opportunities, Inc. Employees' Deferred Annuity PlanOswego County Opportunities,…$14MRedwood Day School Defined Contribution Retirement PlanRedwood Day School Defined C…$14M
End-of-year total assets ($M) among Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oswego County Opportunities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oswego County Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.981384651964763% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $18.3M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 521 $14M
2023 1 523 $16M
2024 1 521 $18M

Oswego County Opportunities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN160979876
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan, Total assets ($B): 0.014303681 · Participants: 521Oswego County Opportunities, Inc. Employees' Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Gould Academy Retirement Plan in ME ($14M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan assets move in 2022?
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan declined sharply - down 15.3% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Oswego County Opportunities, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oswego County Opportunities, Inc.'s sponsor-wide assets grew 28.0%, from $14M to $18M.
Which Other plans are similar in size to Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Gould Academy Retirement Plan in ME ($14M, 79 participants).
Which Other plans cover a similar participant headcount to Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants, $12M in assets).