401(k) · DOL Form 5500 · 2023

O&s Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 78
Participants Small participant base: 63rd
Percentile by assets National rank: $154,381
Avg per participant Above avg balance/head

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Official DOL plan name: O&s Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by O&s Associates, Inc. · New Jersey · Professional & Technical Services

$12M in assets, 78 participants

O&s Associates, Inc.'s O&s Associates, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#12,545 in Professional & Technical Services (20,321 peers)

O&s Associates, Inc. multi-year trail

O&s Associates, Inc.'s plans moved +18.9% in assets from 2023 to 2024; this filing shows O&s Associates, Inc. 401(k) Profit Sharing Plan at $12M / 78 participants.

#12,545
in Professional & Technical Services (20,321 peers): +22.5%
assets growth YoY

O&s Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

O&s Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,041,706 Top 37% higher than 63% 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

O&s Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O&s Associates, Inc. 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 223429552 · O&s Associates, Inc. PY 2023 · 401(k)

O&s Associates, Inc. 401(k) Profit Sharing Plan · $12M · 78 · 63rd

PCT $12M
EIN 78
RANK 63rd
PHOTO 401(k)
IND near Agilitech 401(k) Profit Sharing Plan
EOY ind #12545

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among O&s Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

O&s Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $14M 18.93373746211708% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	78	$12M
2024	1	86	$14M

O&s Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	223429552
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

O&s Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare O&s Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

O&s Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Agilitech 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Agilitech 401(k) Profit Sharing Plan (CA) $12M · 90
Premier Anesthesia 401(k) Plan (GA) $12M · 116
Community Solutions, Inc. 401(k) Profit-Sharing Plan (CT) $12M · 454
Salm Partners LLC 401(k) Plan (WI) $12M · 590

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

Rasi 401(k) Plan (CO) 78 · 0 off
Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 78 · 0 off
Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 78 · 0 off
Dynamic Fastener Service, Inc. Profit Sharing Plan & Trust (MO) 78 · 0 off

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 O&s Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

O&s Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.5% during 2023, from $10M to $12M. Reported net income was $2M.

How have O&s Associates, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), O&s Associates, Inc.'s sponsor-wide assets grew 18.9%, from $12M to $14M.

Which 401(k) plans are similar in size to O&s Associates, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Agilitech 401(k) Profit Sharing Plan in CA ($12M, 90 participants).

Which 401(k) plans cover a similar participant headcount to O&s Associates, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 223429552.