Defined Benefit (Pension) · DOL Form 5500 · 2023

Osborn LLC Pension Plan

Data updated 2026-08-25

$338K
Total assets Small plan by assets
N/A
Participants Small participant base
15th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Osborn Retirement Plan · Sponsored by Osborn LLC · Indiana · Manufacturing

$338K in assets, N/A participants

Osborn LLC's Osborn Retirement Plan reported $338K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,090 in Manufacturing (18,722 peers)

Osborn LLC multi-year trail

Osborn LLC's plans moved +315.2% in assets from 2022 to 2024; this filing shows Osborn Retirement Plan at $338K / N/A participants.

#1,090
in Manufacturing (18,722 peers)
-94.5%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osborn Retirement Plan among the smaller filed plans by assets

Osborn Retirement Plan vs every filed plan by assets

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

$338,166 15th percentile higher than 15% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osborn Retirement Plan reported net income fell from -$526K in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Osborn Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $338K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830905279 · Osborn LLC PY 2023 · Defined Benefit (Pension)

Osborn Retirement Plan · $338K · N/A · 15th

  • BOOK $338K
  • VS-ST N/A
  • BOY 15th
  • SCH Defined Benefit (Pension)
  • EBSA near Labor Community Strategy Center Defined Benefit Pension Plan
  • PART ind #1090

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 Manufacturing retirement plans → · Plans in Indiana →

Osborn Retirement Plan in the asset neighbourhood

Osborn Retirement Plan$338KLabor Community Strategy Center Defined Benefit Pension PlanLabor Community Strategy Cen…$337KThe Clorox Company Pension PlanThe Clorox Company Pension P…$337KContinental Carbon Company Pension Plan for Hourly Paid Bargaining Unit Employees at Phenix City, Alabama PlantContinental Carbon Company P…$336KThe Eisenberg Group, a. C. Cpas Cash Balance Pension PlanThe Eisenberg Group, a. C. C…$341K
End-of-year total assets ($M) among Osborn Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Osborn LLC multi-year asset trail

Sponsor-wide plan assets over time

All Osborn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 315.2021158413411% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $6.17M $25.6M ▲ +315.2%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 2 694 $62M
2024 1 624 $26M

Osborn LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$338K
Net Income-$6M
Employer EIN830905279
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Osborn Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Osborn Retirement Plan, Total assets ($B): 0.000338166 · Participants: 0Osborn Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Osborn Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Osborn Retirement Plan side-by-side with 3 peers →

Osborn Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Indiana, the nearest Defined Benefit (Pension) by end-of-year assets is Labor Community Strategy Center Defined Benefit Pension Plan in CA at $337K (this filing: $338K).

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 Osborn Retirement Plan assets move in 2023? ▼
Osborn Retirement Plan contracted severely - down 94.5% during 2023, from $6M to $338K. Reported net income was -$6M.
How have Osborn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborn LLC's sponsor-wide assets grew 315.2%, from $6M to $26M.
Where does Osborn Retirement Plan rank by assets among Form 5500 filers? ▼
Osborn Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Osborn Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Labor Community Strategy Center Defined Benefit Pension Plan in CA ($337K, 2 participants).

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 830905279.

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.