ESOP · DOL Form 5500 · 2023
Osborne Industries Inc ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $154,386
- Avg per participant Above avg balance/head
Official DOL plan name: Osborne Industries Inc Employee Stock Ownership Plan and Trust · Sponsored by Osborne Industries Inc · Kansas · Manufacturing
$10M in assets, 65 participants
Osborne Industries Inc's Osborne Industries Inc Employee Stock Ownership Plan and Trust reported $10M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #8,413 in Manufacturing (18,722 peers)
2023 asset change
Osborne Industries Inc Employee Stock Ownership Plan and Trust grew at a solid clip 11.8% in 2023 ($9M → $10M) for 65 participants.
- #8,413
- in Manufacturing (18,722 peers)
- +11.8%
- assets growth YoY
Osborne Industries Inc Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers
Osborne Industries Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,035,096 Top 41% higher than 59% 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
Osborne Industries Inc Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborne Industries Inc Employee Stock Ownership Plan and Trust is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osborne Industries Inc Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Osborne Industries Inc Employee Stock Ownership Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Osborne Industries Inc Employee Stock Ownership Plan and Trust reported participants rose from 64 in the plan year 2022 filing to 65 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 480803338 · Osborne Industries Inc PY 2023 · ESOP
Osborne Industries Inc Employee Stock Ownership Plan and Trust · $10M · 65 · 59th
- PART $10M
- PART 65
- PART 59th
- PART ESOP
- PART near Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust
- PART ind #8413
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 What is an ESOP? → · Plans in Kansas →
Osborne Industries Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood
Osborne Industries Inc years around the 2023 move
Sponsor-wide plan assets over time
All Osborne Industries Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 3.1355806038087053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $9M |
| 2023 | 1 | 65 | $10M |
| 2024 | 1 | 54 | $9M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 480803338 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan $359M · 488
- Harcros Chemicals, Inc. Employee Stock Ownership Plan $296M · 549
- Mmc Corp Employee Stock Ownership Plan $240M · 754
- Globe Engineering Co Inc Employee Stock Ownership Plan and Trust $136M · 236
- Inland Truck Parts Company Employee Stock Ownership Plan and Trust $99M · 665
Osborne Industries Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Kansas, the nearest ESOP by assets is Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in OH ($10M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Sandman & Associates Consulting, Inc Employee Stock Ownership Plan (MN) 65 · 0 off
- R.a. Heath Construction and Millwork, Inc. Employee Stock Ownership Plan and Trust (GA) 65 · 0 off
- Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust (MT) 65 · 0 off
- Pumping Services, Incorporated Employee Stock Ownership Plan (NJ) 65 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.