401(k) · DOL Form 5500 · 2023

Osag Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$520,146
Avg per participant High balance/head
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Official DOL plan name: Osag Financial Services Retirement Plan · Sponsored by Osag Financial Services, Inc. · Illinois · Finance & Insurance

$1M in assets, 2 participants

Osag Financial Services, Inc.'s Osag Financial Services Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,376 in Finance & Insurance (8,869 peers)

Osag Financial Services, Inc. multi-year trail

Osag Financial Services, Inc.'s plans moved +229.5% in assets from 2022 to 2024; this filing shows Osag Financial Services Retirement Plan at $1M / 2 participants.

#1,376
in Finance & Insurance (8,869 peers)
+254.2%
assets growth YoY

Osag Financial Services Retirement Plan among the smaller filed plans by assets

Osag Financial Services Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,040,292 24th percentile higher than 24% of 127,068 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 2023

Osag Financial Services Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osag Financial Services Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osag Financial Services Retirement Plan reported net income rose from -$39K in the plan year 2022 filing to $747K in the plan year 2023 filing.
  • Osag Financial Services Retirement Plan end-of-year assets rose from $294K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823889135 · Osag Financial Services, Inc. PY 2023 · 401(k)

Osag Financial Services Retirement Plan · $1M · 2 · 24th

  • BOOK $1M
  • VS-ST 2
  • BOY 24th
  • SCH 401(k)
  • EBSA near Business Workplace Solutions Peo Services, LLC Retirement Plan
  • PART ind #1376

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 Finance & Insurance retirement plans → · Plans in Illinois →

Osag Financial Services Retirement Plan in the asset neighbourhood

Osag Financial Services Retirement PlanOsag Financial Services Reti…$1MBusiness Workplace Solutions Peo Services, LLC Retirement PlanBusiness Workplace Solutions…$1MHmg Healthcare 401(k) Plan$1MIndus Holding Company 401(k) PlanIndus Holding Company 401(k)…$1MS & E Azriliant, PC 401(k) PlanS & E Azriliant, PC 401(k) P…$1M
End-of-year total assets ($M) among Osag Financial Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Osag Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Osag Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$968K 229.4799124392743% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.29M $0.97M ▲ +234.5%
Year Plans Participants Total Assets
2022 1 2 $294K
2023 1 2 $1M
2024 1 3 $968K

Osag Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$294K
Net Assets (End of Year)$1M
Net Income$747K
Employer EIN823889135
Plan Effective Date2018-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Osag Financial Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Osag Financial Services Retirement Plan, Total assets ($B): 0.001040292 · Participants: 2Osag Financial Services Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Osag Financial Services Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Osag Financial Services Retirement Plan side-by-side with 3 peers →

Osag Financial Services Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Business Workplace Solutions Peo Services, LLC Retirement Plan in TX ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 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 (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Osag Financial Services Retirement Plan assets move in 2023? ▼
Osag Financial Services Retirement Plan surged - up 254.2% during 2023, from $294K to $1M. Reported net income was $747K.
How have Osag Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osag Financial Services, Inc.'s sponsor-wide assets grew 229.5%, from $294K to $968K.
Where does Osag Financial Services Retirement Plan rank by assets among Form 5500 filers? ▼
Osag Financial Services Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Osag Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Workplace Solutions Peo Services, LLC Retirement Plan in TX ($1M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Osag Financial Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823889135.

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.