Other · DOL Form 5500 · 2023
Miriam Osborn Memorial Home Association Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 758
- Participants
- 82nd
- Percentile by assets
- $48,136
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $36M
- total plan assets (2023 EOY)
- 758
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $48,136
- avg assets per participant
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.
The Osborn 403(b) Defined Contribution Retirement Plan vs the 2023 asset distribution
By assets, The Osborn 403(b) Defined Contribution Retirement Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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)
| 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.
The Osborn 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Osborn 403(b) Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Osborn 403(b) Defined Contribution Retirement Plan assets move in 2023? ▼
How have Miriam Osborn Memorial Home Association plan assets changed over time? ▼
Where does The Osborn 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Osborn 403(b) Defined Contribution Retirement Plan? ▼
Next read for The Osborn 403(b) Defined Contribution R…
Scale reading
Ways to act on The Osborn 403(b) Defined Contribution Retirement Plan's numbers.
- By total assets, The Osborn 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Miriam Osborn Memorial Home Association's sponsor-wide assets have declined 35.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans