401(k) · DOL Form 5500 · 2022
IOSM 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 208
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $6,354
- Avg per participant Low balance/head
Official DOL plan name: On Site 401(k) Plan & Trust · Sponsored by IOSM · California · Professional & Technical Services
$1M in assets, 208 participants
IOSM's On Site 401(k) Plan & Trust reported $1M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,248 in Professional & Technical Services (21,562 peers)
Coverage in California
On Site 401(k) Plan & Trust covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $1M.
- #5,248
- in Professional & Technical Services (21,562 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
On Site 401(k) Plan & Trust among the smaller filed plans by assets
On Site 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,321,663 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
On Site 401(k) Plan & 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. On Site 401(k) Plan & Trust sits mid-pack in the medium band (208 participants).
DOL schedule card
Filing strip 711003664 · IOSM PY 2022 · 401(k)
On Site 401(k) Plan & Trust · $1M · 208 · 28th
- TYPE $1M
- NET 208
- BOOK 28th
- VS-ST 401(k)
- BOY near Optimal Wireless LLC 401(k) Profit Sharing Plan & Trust
- SCH ind #5248
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 Professional & Technical Services retirement plans → · Plans in California →
On Site 401(k) Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$80K |
| Employer EIN | 711003664 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
On Site 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Optimal Wireless LLC 401(k) Profit Sharing Plan & Trust in TX ($1M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Markforged, Inc Retirement Plan (MA) 208 · 0 off
- 3-G Construction Co., Inc. 401(k) Plan (AZ) 208 · 0 off
- Accutec Blades, Inc. 401(k) Plan (VA) 208 · 0 off
- Gc Pizza Hut LLC 401(k) Profit Sharing Plan & Trust (NY) 208 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.