401(k) · DOL Form 5500 · 2022
James B. Oswald Company 401(k) Plan
Data updated 2026-08-11
- $169M
- Total assets
- 380
- Participants
- 95th
- Percentile by assets
- $444,792
- Avg per participant
Official DOL plan name: The James B. Oswald Co. 401(k) Plan & Trust · Sponsored by James B. Oswald Company · Ohio · Finance & Insurance
$169M in assets, 380 participants
James B. Oswald Company's The James B. Oswald Co. 401(k) Plan & Trust reported $169M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #8,493 in Finance & Insurance (9,261 peers)
Coverage in Ohio
The James B. Oswald Co. 401(k) Plan & Trust covers 380 participants in Ohio, about 50% of the average Ohio filer (state average ~765 per filing). Assets: $169M.
- $169M
- total plan assets (2022 EOY)
- 380
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $444,792
- avg assets per participant
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The James B. Oswald Co. 401(k) Plan & Trust sits by total assets
The James B. Oswald Co. 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$169,021,148 Top 5% higher than 95% 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
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The James B. Oswald Co. 401(k) Plan & Trust reports 380 participants - about 50% of that state average ($169M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | -$24M |
| Employer EIN | 340445620 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James B. Oswald Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $169M |
| 2023 | 1 | 618 | $196M |
| 2024 | 1 | 747 | $212M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The James B. Oswald Co. 401(k) Plan & Trust by total assets, not by location.
- Ferrara Candy Company 401(k) Plan (IL) $169M · 3,343
- Coesia North America 401(k) Retirement Savings Plan (VA) $169M · 817
- Now Inc. 401(k) and Retirement Savings Plan (TX) $169M · 1,531
- Bankunited 401(k) Plan (FL) $169M · 1,450
Frequently Asked Questions
How did The James B. Oswald Co. 401(k) Plan & Trust assets move in 2022? ▼
How have James B. Oswald Company plan assets changed over time? ▼
Where does The James B. Oswald Co. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The James B. Oswald Co. 401(k) Plan & Trust? ▼
Next read for The James B. Oswald Co. 401(k) Plan & Tr…
Filing takeaways
Ways to act on The James B. Oswald Co. 401(k) Plan & Trust's numbers.
- By total assets, The James B. Oswald Co. 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- James B. Oswald Company's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Finance & Insurance plans