401(k) · DOL Form 5500 · 2023

Osterman & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
104
Participants Small participant base
79th
Percentile by assets National rank
$284,698
Avg per participant High balance/head
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Official DOL plan name: Osterman & Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Osterman & Company, Inc. · Connecticut · Wholesale Trade

$30M in assets, 104 participants

Osterman & Company, Inc.'s Osterman & Company, Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,937 in Wholesale Trade (6,309 peers)

Coverage in Connecticut

Osterman & Company, Inc. 401(k) Profit Sharing Plan covers 104 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $30M.

#4,937
in Wholesale Trade (6,309 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Osterman & Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Osterman & Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,608,634 Top 21% higher than 79% 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

Osterman & Company, Inc. 401(k) Profit Sharing 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. Osterman & Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osterman & Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Osterman & Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Osterman & Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363048260 · Osterman & Company, Inc. PY 2023 · 401(k)

Osterman & Company, Inc. 401(k) Profit Sharing Plan · $30M · 104 · 79th

  • BOY $30M
  • BOY 104
  • BOY 79th
  • BOY 401(k)
  • BOY near Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust
  • BOY ind #4937

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Osterman & Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Osterman & Company, Inc. 401(k) Profit Sharing PlanOsterman & Company, Inc. 401…$30MBerkel & Company Contractors, Inc. Deferred Wage Retirement TrustBerkel & Company Contractors…$30MSterling and Francine Clark Art Institute DC PlanSterling and Francine Clark …$30MAlexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$30MCollective Health 401(k) Plan$30M
End-of-year total assets ($M) among Osterman & Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN363048260
Plan Effective Date1979-11-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Osterman & Company, Inc.)

Sponsor-wide plan assets over time

All Osterman & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 38.50511565114394% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $33.7M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 101 $24M
2023 1 104 $30M
2024 1 109 $34M

Nearby 401(k) Plans in Connecticut

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

Osterman & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Osterman & Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.029608634 · Participants: 104Osterman & Company, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Osterman & Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Osterman & Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust in KS ($30M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Osterman & Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Osterman & Company, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.6% during 2023, from $24M to $30M. Reported net income was $5M.
How have Osterman & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osterman & Company, Inc.'s sponsor-wide assets grew 38.5%, from $24M to $34M.
Where does Osterman & Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Osterman & Company, Inc. 401(k) Profit Sharing Plan ranks in the 79th 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 Osterman & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust in KS ($30M, 363 participants).
Which 401(k) plans cover a similar participant headcount to Osterman & Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 363048260.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.