401(k) · DOL Form 5500 · 2023

Osha Bergman Watanabe & Burton LLP 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
115
Participants Small participant base
67th
Percentile by assets National rank
$130,265
Avg per participant Near avg balance/head
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Official DOL plan name: Osha Bergman Watanabe & Burton 401(k) Plan · Sponsored by Osha Bergman Watanabe & Burton LLP · Texas · Professional & Technical Services

$15M in assets, 115 participants

Osha Bergman Watanabe & Burton LLP's Osha Bergman Watanabe & Burton 401(k) Plan reported $15M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,516 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Osha Bergman Watanabe & Burton 401(k) Plan covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#13,516
in Professional & Technical Services (20,321 peers)
+25.1%
assets growth YoY

Osha Bergman Watanabe & Burton 401(k) Plan's outsized position by total assets

Osha Bergman Watanabe & Burton 401(k) Plan vs every filed plan by assets

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

$14,980,434 Top 33% higher than 67% 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

Osha Bergman Watanabe & Burton 401(k) 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. Osha Bergman Watanabe & Burton 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osha Bergman Watanabe & Burton 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Osha Bergman Watanabe & Burton 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Osha Bergman Watanabe & Burton 401(k) Plan reported participants fell from 124 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760571383 · Osha Bergman Watanabe & Burton LLP PY 2023 · 401(k)

Osha Bergman Watanabe & Burton 401(k) Plan · $15M · 115 · 67th

  • 5500 $15M
  • ASSETS 115
  • PCT 67th
  • EIN 401(k)
  • RANK near Staffing Partners Holdings 401(k) Plan
  • PHOTO ind #13516

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 Texas →

Osha Bergman Watanabe & Burton 401(k) Plan in the asset neighbourhood

Osha Bergman Watanabe & Burton 401(k) PlanOsha Bergman Watanabe & Burt…$15MStaffing Partners Holdings 401(k) PlanStaffing Partners Holdings 4…$15MSellenriek Holding Company, Inc. 401(k) Salary Savings Retirement Savings PlanSellenriek Holding Company, …$15MTeam Select Holding, LLC 401(k) Retirement PlanTeam Select Holding, LLC 401…$15MPositive Promotions 401(k) Savings PlanPositive Promotions 401(k) S…$15M
End-of-year total assets ($M) among Osha Bergman Watanabe & Burton 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN760571383
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osha Bergman Watanabe & Burton LLP)

Sponsor-wide plan assets over time

All Osha Bergman Watanabe & Burton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 50.86513937324276% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12M $18.1M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 115 $15M
2024 1 138 $18M

Nearby 401(k) Plans in Texas

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

Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Osha Bergman Watanabe & Burton 401(k) Plan, Total assets ($B): 0.014980434 · Participants: 115Osha Bergman Watanabe & Burton 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Osha Bergman Watanabe & Burton 401(k) Plan side-by-side with 3 peers →

Osha Bergman Watanabe & Burton 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Staffing Partners Holdings 401(k) Plan in CA ($15M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Osha Bergman Watanabe & Burton 401(k) Plan assets move in 2023? ▼
Osha Bergman Watanabe & Burton 401(k) Plan grew sharply - up 25.1% during 2023, from $12M to $15M. Reported net income was $3M.
How have Osha Bergman Watanabe & Burton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osha Bergman Watanabe & Burton LLP's sponsor-wide assets grew 50.9%, from $12M to $18M.
Which 401(k) plans are similar in size to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Staffing Partners Holdings 401(k) Plan in CA ($15M, 7,109 participants).
Which 401(k) plans cover a similar participant headcount to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 760571383.

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.