Money Purchase · DOL Form 5500 · 2022

The Osborne Assoc Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
181
Participants Below avg headcount
54th
Percentile by assets National rank
$32,728
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance

$6M in assets, 181 participants

The Osborne Assoc Inc's Employee Benefits Plan of the Osborne Association, Inc. reported $6M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,008 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Employee Benefits Plan of the Osborne Association, Inc. covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $6M.

#12,008
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefits Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefits Plan of the Osborne Association, Inc. vs every filed plan by assets

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

$5,923,795 Top 46% higher than 54% 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

Employee Benefits 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. Employee Benefits Plan of the Osborne Association, Inc. sits mid-pack in the medium band (181 participants).

Plan-year Form 5500 strip

Filing strip 135563028 · The Osborne Assoc Inc PY 2022 · Money Purchase

Employee Benefits Plan of the Osborne Association, Inc. · $6M · 181 · 54th

  • NET $6M
  • BOOK 181
  • VS-ST 54th
  • BOY Money Purchase
  • SCH near Safety Marking, Inc. Money Purchase Pension Plan
  • EBSA ind #12008

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 →

Employee Benefits Plan of the Osborne Association, Inc. in the asset neighbourhood

Teamsters-Food Processors Money Purchase Pension TrustTeamsters-Food Processors Mo…$6MSafety Marking, Inc. Money Purchase Pension PlanSafety Marking, Inc. Money P…$6MSchenk Packing Co., Inc. Money Purchase Pension PlanSchenk Packing Co., Inc. Mon…$6MEmployee Benefits Plan of the Osborne Association, Inc.Employee Benefits Plan of th…$6MUniversity of Maryland Foundation 401(a) DC PlanUniversity of Maryland Found…$6M
End-of-year total assets ($M) among Employee Benefits Plan of the Osborne Association, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$543K
Employer EIN135563028
Plan Effective Date1984-01-01
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 Money Purchase Plans in New York

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

Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Employee Benefits Plan of the Osborne Association, Inc., Total assets ($B): 0.005923795 · Participants: 181Employee Benefits Plan of the Osborne Association, Inc.Tiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Employee Benefits Plan of the Osborne Association, Inc. side-by-side with 3 peers →

Employee Benefits Plan of the Osborne Association, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Safety Marking, Inc. Money Purchase Pension Plan in CT ($6M); by covered participants it is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Employee Benefits Plan of the Osborne Association, Inc. assets move in 2022? ▼
Employee Benefits Plan of the Osborne Association, Inc. pulled back noticeably - down 8.4% during 2022, from $6M to $6M. Reported net income was -$543K.
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 Money Purchase plans are similar in size to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Safety Marking, Inc. Money Purchase Pension Plan in CT ($6M, 134 participants).
Which Money Purchase plans cover a similar participant headcount to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT (180 participants, $14M 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.