401(k) · DOL Form 5500 · 2023

Osg Bulk Ships, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
169
Participants Small participant base
85th
Percentile by assets National rank
$276,407
Avg per participant High balance/head
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Official DOL plan name: Osg Bulk Ships, Inc. 401(k) Plan · Sponsored by Osg Bulk Ships, Inc. · Florida · Transportation & Warehousing

$47M in assets, 169 participants

Osg Bulk Ships, Inc.'s Osg Bulk Ships, Inc. 401(k) Plan reported $47M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,795 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Osg Bulk Ships, Inc. 401(k) Plan covers 169 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $47M.

#2,795
in Transportation & Warehousing (3,362 peers)
+12.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Osg Bulk Ships, Inc. 401(k) Plan's outsized position by total assets

Osg Bulk Ships, Inc. 401(k) Plan vs every filed plan by assets

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

$46,712,865 Top 15% higher than 85% 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

Osg Bulk Ships, Inc. 401(k) 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. Osg Bulk Ships, Inc. 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osg Bulk Ships, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Osg Bulk Ships, Inc. 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Osg Bulk Ships, Inc. 401(k) Plan reported participants rose from 156 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132632600 · Osg Bulk Ships, Inc. PY 2023 · 401(k)

Osg Bulk Ships, Inc. 401(k) Plan · $47M · 169 · 85th

  • VS-ST $47M
  • BOY 169
  • SCH 85th
  • EBSA 401(k)
  • PART near Carter Bank & Trust 401(k) and Profit Sharing Plan
  • TYPE ind #2795

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Osg Bulk Ships, Inc. 401(k) Plan in the asset neighbourhood

Integrated Financial Settlements, Inc. 401(k) PlanIntegrated Financial Settlem…$47MSan Joaquin Valley College, Inc. 401(k) Profit Sharing PlanSan Joaquin Valley College, …$47MOsg Bulk Ships, Inc. 401(k) PlanOsg Bulk Ships, Inc. 401(k) …$47MCarter Bank & Trust 401(k) and Profit Sharing PlanCarter Bank & Trust 401(k) a…$47MRadiant Logistics, Inc. 401(k) PlanRadiant Logistics, Inc. 401(…$47M
End-of-year total assets ($M) among Osg Bulk Ships, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN132632600
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osg Bulk Ships, Inc.)

Sponsor-wide plan assets over time

All Osg Bulk Ships, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 26.16119826511129% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.9M $95.8M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 318 $76M
2023 2 351 $86M
2024 2 340 $96M

Nearby 401(k) Plans in Florida

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

Osg Bulk Ships, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Osg Bulk Ships, Inc. 401(k) Plan, Total assets ($B): 0.046712865 · Participants: 169Osg Bulk Ships, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Osg Bulk Ships, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Osg Bulk Ships, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Carter Bank & Trust 401(k) and Profit Sharing Plan in VA ($47M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Osg Bulk Ships, Inc. 401(k) Plan assets move in 2023?
Osg Bulk Ships, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $42M to $47M. Reported net income was $5M.
How have Osg Bulk Ships, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Osg Bulk Ships, Inc.'s sponsor-wide assets grew 26.2%, from $76M to $96M.
Where does Osg Bulk Ships, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Osg Bulk Ships, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Osg Bulk Ships, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carter Bank & Trust 401(k) and Profit Sharing Plan in VA ($47M, 608 participants).
Which 401(k) plans cover a similar participant headcount to Osg Bulk Ships, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants, N/A in assets).