Other · DOL Form 5500 · 2022

The Osborne Assoc Inc Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
324
Participants Below avg headcount
59th
Percentile by assets National rank
$23,176
Avg per participant Low balance/head
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Official DOL plan name: Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance

$8M in assets, 324 participants

The Osborne Assoc Inc's Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported $8M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #13,004 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. covers 324 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $8M.

#13,004
in Healthcare & Social Assistance (20,060 peers)
-7.9%
assets change YoY

The plan reported a net loss of $647K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs every filed plan by assets

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

$7,509,095 Top 41% higher than 59% 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

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. 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. Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. sits mid-pack in the medium band (324 participants).

Published 5500 schedule card

Filing strip 135563028 · The Osborne Assoc Inc PY 2022 · Other

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · $8M · 324 · 59th

  • SCH $8M
  • SCH 324
  • SCH 59th
  • SCH Other
  • SCH near The Road Home Retirement Plan 403(b)(7)
  • SCH ind #13004

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 →

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in the asset neighbourhood

St. John's Community Services Tax Sheltered Annuity PlanSt. John's Community Service…$8M403(b) Thrift Plan of Alpha Supported Living Services403(b) Thrift Plan of Alpha …$8MSupplemental 403(b) Thrift Plan of the Osborne Association, Inc.Supplemental 403(b) Thrift P…$8MThe Road Home Retirement Plan 403(b)(7)The Road Home Retirement Pla…$8MNetcare Corporation Tax Deferred Annuity PlanNetcare Corporation Tax Defe…$7M
End-of-year total assets ($M) among Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$647K
Employer EIN135563028
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Osborne Assoc Inc)

Sponsor-wide plan assets over time

All The Osborne Assoc Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 0.2957442516092963% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M 202220232024 $13.4M $13.4M ▼ -0.3%
Year Plans Participants Total Assets
2022 2 505 $13M
2023 2 518 $13M
2024 2 499 $13M

Nearby Other Plans in New York

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

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Supplemental 403(b) Thrift Plan of the Osborne Association, Inc., Total assets ($B): 0.007509095 · Participants: 324Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.Northwell 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
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. side-by-side with 3 peers →

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Road Home Retirement Plan 403(b)(7) in UT ($8M); by covered participants it is Gift of Hope Organ & Tissue Donor Network 403(b) Plan in IL (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. assets move in 2022? ▼
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. pulled back noticeably - down 7.9% during 2022, from $8M to $8M. Reported net income was -$647K.
How have The Osborne Assoc Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Osborne Assoc Inc's sponsor-wide assets declined 0.3%, from $13M to $13M.
Which Other plans are similar in size to Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.? ▼
Among Other plans in other states, the closest by assets is The Road Home Retirement Plan 403(b)(7) in UT ($8M, 171 participants).
Which Other plans cover a similar participant headcount to Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Gift of Hope Organ & Tissue Donor Network 403(b) Plan in IL (324 participants, $43M 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 135563028.

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.