401(k) · DOL Form 5500 · 2022

Osceola County Council on Aging,Inc 401(k) Plan

Data updated 2026-08-25

$337K
Total assets Small plan by assets
180
Participants Small participant base
15th
Percentile by assets National rank
$1,870
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Osceola County Council on Aging, Inc. · Sponsored by Osceola County Council on Aging,Inc · Florida · Other Services

$337K in assets, 180 participants

Osceola County Council on Aging,Inc's 403(b) Thrift Plan of Osceola County Council on Aging, Inc. reported $337K in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,665 in Other Services (8,398 peers)

Coverage in Florida

403(b) Thrift Plan of Osceola County Council on Aging, Inc. covers 180 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $337K.

#2,665
in Other Services (8,398 peers)
+7.1%
assets growth YoY

403(b) Thrift Plan of Osceola County Council on Aging, Inc. among the smaller filed plans by assets

403(b) Thrift Plan of Osceola County Council on Aging, Inc. vs every filed plan by assets

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

$336,583 15th percentile higher than 15% 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

403(b) Thrift Plan of Osceola County Council on Aging, 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. 403(b) Thrift Plan of Osceola County Council on Aging, Inc. sits mid-pack in the medium band (180 participants).

Published 5500 schedule card

Filing strip 591595398 · Osceola County Council on Aging,Inc PY 2022 · 401(k)

403(b) Thrift Plan of Osceola County Council on Aging, Inc. · $337K · 180 · 15th

  • VS-ST $337K
  • VS-ST 180
  • VS-ST 15th
  • VS-ST 401(k)
  • VS-ST near Lightning Express Delivery Service, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #2665

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 Other Services retirement plans → · Plans in Florida →

403(b) Thrift Plan of Osceola County Council on Aging, Inc. in the asset neighbourhood

403(b) Thrift Plan of Osceola County Council on Aging, Inc.403(b) Thrift Plan of Osceol…$337KLightning Express Delivery Service, Inc. 401(k) Profit Sharing Plan and TrustLightning Express Delivery S…$337KElement Aerospace, Inc. Individual 401(k)Element Aerospace, Inc. Indi…$337KNational Tool Leasing 401(k) PlanNational Tool Leasing 401(k)…$337KJacko Logistics, LLC 401(k) PlanJacko Logistics, LLC 401(k) …$337K
End-of-year total assets ($M) among 403(b) Thrift Plan of Osceola County Council on Aging, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$337K
Net Income$22K
Employer EIN591595398
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osceola County Council on Aging,Inc)

Sponsor-wide plan assets over time

All Osceola County Council on Aging,Inc plans reported in each filing year

Latest sponsor-wide plan assets
$520K 54.552071851519536% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.34M $0.52M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 180 $337K
2023 1 201 $424K
2024 1 200 $520K

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan of Osceola County Council on Aging, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Osceola County Council on Aging, Inc., Total assets ($B): 0.000336583 · Participants: 180403(b) Thrift Plan of Osceola County Council on Aging, Inc.L3harris 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
403(b) Thrift Plan of Osceola County Council on Aging, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan of Osceola County Council on Aging, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Osceola County Council on Aging, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lightning Express Delivery Service, Inc. 401(k) Profit Sharing Plan and Trust in NY ($337K); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 403(b) Thrift Plan of Osceola County Council on Aging, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Osceola County Council on Aging, Inc. grew at a solid clip - up 7.1% during 2022, from $314K to $337K. Reported net income was $22K.
How have Osceola County Council on Aging,Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osceola County Council on Aging,Inc's sponsor-wide assets grew 54.6%, from $337K to $520K.
Where does 403(b) Thrift Plan of Osceola County Council on Aging, Inc. rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Osceola County Council on Aging, Inc. ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Osceola County Council on Aging, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Lightning Express Delivery Service, Inc. 401(k) Profit Sharing Plan and Trust in NY ($337K, 21 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Osceola County Council on Aging, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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 591595398.

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.