401(k) · DOL Form 5500 · 2023

Lawrence Osman, M.D., PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
35th
Percentile by assets National rank
$352,527
Avg per participant High balance/head
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Official DOL plan name: Lawrence Osman, M.D. 401(k) Profit Sharing Plan · Sponsored by Lawrence Osman, M.D., PC · California · Healthcare & Social Assistance

$3M in assets, 8 participants

Lawrence Osman, M.D., PC's Lawrence Osman, M.D. 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,266 in Healthcare & Social Assistance (17,684 peers)

Lawrence Osman, M.D., PC multi-year trail

Lawrence Osman, M.D., PC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Lawrence Osman, M.D. 401(k) Profit Sharing Plan at $3M / 8 participants.

#6,266
in Healthcare & Social Assistance (17,684 peers)
+21.1%
assets growth YoY

Lawrence Osman, M.D. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lawrence Osman, M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,820,213 35th percentile higher than 35% 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

Lawrence Osman, M.D. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawrence Osman, M.D. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawrence Osman, M.D. 401(k) Profit Sharing Plan reported net income rose from -$320K in the plan year 2022 filing to $491K in the plan year 2023 filing.
  • Lawrence Osman, M.D. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Lawrence Osman, M.D. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824848486 · Lawrence Osman, M.D., PC PY 2023 · 401(k)

Lawrence Osman, M.D. 401(k) Profit Sharing Plan · $3M · 8 · 35th

  • EOY $3M
  • 5500 8
  • ASSETS 35th
  • PCT 401(k)
  • EIN near Allied Materials and Equipment Company 401(k) Retirement Savings Plan
  • RANK ind #6266

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 California →

Lawrence Osman, M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

Lawrence Osman, M.D. 401(k) Profit Sharing PlanLawrence Osman, M.D. 401(k) …$3MAllied Materials and Equipment Company 401(k) Retirement Savings PlanAllied Materials and Equipme…$3MHappy Returns, LLC 401(k) PlanHappy Returns, LLC 401(k) Pl…$3MGirl Scouts of Utah 401(k) PlanGirl Scouts of Utah 401(k) P…$3ME Noa Corporation 401(k) Plan$3M
End-of-year total assets ($M) among Lawrence Osman, M.D. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lawrence Osman, M.D., PC multi-year asset trail

Sponsor-wide plan assets over time

All Lawrence Osman, M.D., PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.38922350300552% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.33M $3.32M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $3M
2024 1 8 $3M

Lawrence Osman, M.D., PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$491K
Employer EIN824848486
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lawrence Osman, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lawrence Osman, M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.002820213 · Participants: 8Lawrence Osman, M.D. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lawrence Osman, M.D. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lawrence Osman, M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lawrence Osman, M.D. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allied Materials and Equipment Company 401(k) Retirement Savings Plan in MO ($3M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lawrence Osman, M.D. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lawrence Osman, M.D. 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2023, from $2M to $3M. Reported net income was $491K.
How have Lawrence Osman, M.D., PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence Osman, M.D., PC's sponsor-wide assets grew 42.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Lawrence Osman, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Materials and Equipment Company 401(k) Retirement Savings Plan in MO ($3M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Lawrence Osman, M.D. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 824848486.

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.