Other · DOL Form 5500 · 2023
Miriam Osborn Memorial Home Association Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 758
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $48,136
- Avg per participant Low balance/head
Official DOL plan name: The Osborn 403(b) Defined Contribution Retirement Plan · Sponsored by Miriam Osborn Memorial Home Association · New York · Healthcare & Social Assistance
$36M in assets, 758 participants
Miriam Osborn Memorial Home Association's The Osborn 403(b) Defined Contribution Retirement Plan reported $36M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,962 in Healthcare & Social Assistance (17,684 peers)
Where The Osborn 403(b) Defined Contribution Retirement Plan sits by assets
The Osborn 403(b) Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 758 participants (~$48,136/participant), up 24.2% in 2023.
- #14,962
- in Healthcare & Social Assistance (17,684 peers)
- +24.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Osborn 403(b) Defined Contribution Retirement Plan's outsized position by total assets
The Osborn 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,486,781 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Osborn 403(b) Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Osborn 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (758 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Osborn 403(b) Defined Contribution Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Osborn 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Osborn 403(b) Defined Contribution Retirement Plan reported participants rose from 712 in the plan year 2022 filing to 758 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135562312 · Miriam Osborn Memorial Home Association PY 2023 · Other
The Osborn 403(b) Defined Contribution Retirement Plan · $36M · 758 · 82nd
- BOOK $36M
- BOOK 758
- BOOK 82nd
- BOOK Other
- BOOK near Church World Service Retirement Plan
- BOOK ind #14962
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Osborn 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $7M |
| Employer EIN | 135562312 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miriam Osborn Memorial Home Association)
Sponsor-wide plan assets over time
All Miriam Osborn Memorial Home Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 35.62983975311727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 905 | $60M |
| 2023 | 2 | 951 | $36M |
| 2024 | 1 | 798 | $39M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Osborn 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Church World Service Retirement Plan in IN ($36M); by covered participants it is Endicott College DC Retirement Plan in MA (758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Church World Service Retirement Plan (IN) $36M · 579
- Campaign for Tobacco-Free Kids 403(b) Plan (DC) $36M · 137
- Alliant Health Solutions, Inc. 403(b) Plan (GA) $36M · 221
- The Hamlin School Retirement Plan (CA) $36M · 109
Similar participant headcount
Nearest other-state filings by covered participants (758 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.