401(k)
2022 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OSCEOLA COUNTY COUNCIL ON AGING,INC

This 401(k) plan holds $337K in total assets and serves 180 participants as of 2022. It is sponsored by OSCEOLA COUNTY COUNCIL ON AGING,INC in Florida. The plan reported positive net income of $22K for the year.

Total Assets (2023)
$337K
Participants
180
State
Industry
Other Services

What the Filing Says About 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.

403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. is a 401(k) retirement plan sponsored by OSCEOLA COUNTY COUNCIL ON AGING,INC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $337K in total end-of-year assets and covers 180 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 591595398, and the plan has been effective since 2019-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $314K at the beginning of 2022 to $337K at year-end — a gain of 7.1%. Net assets (after liabilities) closed the year at $337K, with reported net income of $22K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$314K
Total Assets (End of Year)$337K
Net Assets (End of Year)$337K
Net Income$22K
Plan Type401(k)
Employer EIN591595398
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OSCEOLA COUNTY COUNCIL ON AGING,INC)

Year Plans Participants Total Assets
2022 1 180 $337K
2023 1 201 $424K
2024 1 200 $520K

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Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.?
As of the 2022 Form 5500 filing, 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. holds $337K in total assets with 180 participants. It is sponsored by OSCEOLA COUNTY COUNCIL ON AGING,INC.
What type of plan is 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.?
403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. is a 401(k) plan. It has been effective since 2019-10-01. The plan is filed with the U.S. Department of Labor under EIN 591595398.
Who sponsors the 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.?
403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. is sponsored by OSCEOLA COUNTY COUNCIL ON AGING,INC, located in Florida. The sponsor's EIN is 591595398 and the plan operates in the Other Services industry.
How did 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. perform in 2022?
403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. grew by 7.1% during 2022, moving from $314K to $337K in total assets. Net income was $22K.
Where can I find official filings for 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC.?
Official Form 5500 filings for 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591595398 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. compare to other plans?
You can compare 403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.