401(k) · DOL Form 5500 · 2023
Osi Restaurant Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 4,509
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $39,225
- Avg per participant Low balance/head
Official DOL plan name: Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust · Sponsored by Osi Restaurant Partners, LLC · Florida · Food Services & Accommodation
$177M in assets, 4,509 participants
Osi Restaurant Partners, LLC's Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported $177M in total assets and 4,509 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,771 in Food Services & Accommodation (3,828 peers)
Coverage in Florida
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust covers 4,509 participants in Florida, 7.2x the typical Florida plan (state average ~628 per filing). Assets: $177M.
- #3,771
- in Food Services & Accommodation (3,828 peers)
- +16.3%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's outsized position by total assets
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$176,866,901 Top 6% higher than 94% 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
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust lands in the large band (4,509 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported net income rose from -$32M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust end-of-year assets rose from $152M in the plan year 2022 filing to $177M in the plan year 2023 filing.
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported participants fell from 4,687 in the plan year 2022 filing to 4,509 in the plan year 2023 filing.
DOL schedule card
Filing strip 593061413 · Osi Restaurant Partners, LLC PY 2023 · 401(k)
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust · $177M · 4,509 · 94th
- PCT $177M
- EIN 4,509
- RANK 94th
- PHOTO 401(k)
- IND near Fairfield Medical Center 401(k) Retirement Savings Plan
- EOY ind #3771
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 Food Services & Accommodation retirement plans → · Plans in Florida →
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $25M |
| Employer EIN | 593061413 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osi Restaurant Partners, LLC)
Sponsor-wide plan assets over time
All Osi Restaurant Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $195M 28.188339364797976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,687 | $152M |
| 2023 | 1 | 4,509 | $177M |
| 2024 | 1 | 4,786 | $195M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Fairfield Medical Center 401(k) Retirement Savings Plan in OH ($177M); by covered participants it is Movement Mortgage 401(k) Plan in SC (4,510 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
- Fairfield Medical Center 401(k) Retirement Savings Plan (OH) $177M · 1,883
- Tawa Supermarket, Inc. 401(k) Plan (CA) $177M · 7,722
- Banner & Witcoff, Ltd. 401(k) Profit Sharing Plan & Trust (IL) $177M · 214
- Flexcon Holdings Trust Retirement Plan (MA) $177M · 988
Similar participant headcount
Nearest other-state filings by covered participants (4,509 participants); asset peers above are excluded.
- Movement Mortgage 401(k) Plan (SC) 4,510 · 1 off
- Yardi Systems, Inc. 401(k) Profit Sharing Plan (CA) 4,510 · 1 off
- Atos 401(k) Savings Plan (TX) 4,505 · 4 off
- Care Finders Total Care LLC 401(k) Plan (NJ) 4,504 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.