401(k) · DOL Form 5500 · 2023
Osg USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 393
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $138,622
- Avg per participant Near avg balance/head
Official DOL plan name: Osg USA, Inc. Profit Sharing and 401(k) Plan · Sponsored by Osg USA, Inc. · Illinois · Wholesale Trade
$54M in assets, 393 participants
Osg USA, Inc.'s Osg USA, Inc. Profit Sharing and 401(k) Plan reported $54M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #5,537 in Wholesale Trade (6,309 peers)
Where Osg USA, Inc. Profit Sharing and 401(k) Plan sits by assets
Osg USA, Inc. Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 393 participants (~$138,622/participant), up 13.1% in 2023.
- #5,537
- in Wholesale Trade (6,309 peers)
- +13.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Osg USA, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets
Osg USA, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,478,259 Top 14% higher than 86% 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
Osg USA, Inc. Profit Sharing and 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. Osg USA, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (393 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osg USA, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Osg USA, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Osg USA, Inc. Profit Sharing and 401(k) Plan reported participants rose from 379 in the plan year 2022 filing to 393 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362645979 · Osg USA, Inc. PY 2023 · 401(k)
Osg USA, Inc. Profit Sharing and 401(k) Plan · $54M · 393 · 86th
- BOOK $54M
- VS-ST 393
- BOY 86th
- SCH 401(k)
- EBSA near Access Cig, LLC 401(k) Profit Sharing Plan
- PART ind #5537
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 Wholesale Trade retirement plans → · Plans in Illinois →
Osg USA, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $6M |
| Employer EIN | 362645979 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osg USA, Inc.)
Sponsor-wide plan assets over time
All Osg USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 29.111941639107684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 379 | $48M |
| 2023 | 1 | 393 | $54M |
| 2024 | 1 | 406 | $62M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Osg USA, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Access Cig, LLC 401(k) Profit Sharing Plan in MA ($54M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Access Cig, LLC 401(k) Profit Sharing Plan (MA) $54M · 1,330
- Immunitybio 401(k) Plan (CA) $54M · 684
- Fiduciary Counselling, Inc. Defined Contribution Retirement Plan (MN) $54M · 94
- The Logical Retirement Solution (PA) $54M · 1,397
Similar participant headcount
Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.
- Anchor Industries, Inc. 401(k) Plan (IN) 393 · 0 off
- Datastax, Inc. 401(k) Plan (CA) 393 · 0 off
- Big R 401(k) Plan (CO) 393 · 0 off
- H.R. Options, Inc. 401(k) Plan (CA) 393 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.