Other · DOL Form 5500 · 2023

Oswego Industries, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
44th
Percentile by assets National rank
$48,872
Avg per participant Low balance/head
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Official DOL plan name: Oswego Industries, Inc. Retirement Plan · Sponsored by Oswego Industries, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 99 participants

Oswego Industries, Inc.'s Oswego Industries, Inc. Retirement Plan reported $5M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,390 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Oswego Industries, Inc. Retirement Plan holds $5M for 99 participants - about $48,872 per participant, in the lower half of filed plans by assets.

#8,390
in Healthcare & Social Assistance (17,684 peers)
+2.7%
assets growth YoY

Oswego Industries, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oswego Industries, Inc. Retirement Plan vs every filed plan by assets

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

$4,838,299 44th percentile higher than 44% 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

Oswego Industries, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oswego Industries, Inc. Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oswego Industries, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $128K in the plan year 2023 filing.
  • Oswego Industries, Inc. Retirement Plan reported participants fell from 113 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Oswego Industries, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 162197163 · Oswego Industries, Inc. PY 2023 · Other

Oswego Industries, Inc. Retirement Plan · $5M · 99 · 44th

  • VS-ST $5M
  • VS-ST 99
  • VS-ST 44th
  • VS-ST Other
  • VS-ST near 403(b) Thrift Plan of Laurel View Village
  • VS-ST ind #8390

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Oswego Industries, Inc. Retirement Plan in the asset neighbourhood

Oswego Industries, Inc. Retirement PlanOswego Industries, Inc. Reti…$5M403(b) Thrift Plan of Laurel View Village403(b) Thrift Plan of Laurel…$5M403(b) Thrift Plan of Info Line of San Diego County403(b) Thrift Plan of Info L…$5MFriends of Youth 403(b) Retirement PlanFriends of Youth 403(b) Reti…$5MAztec Shops, Ltd. Retirement PlanAztec Shops, Ltd. Retirement…$5M
End-of-year total assets ($M) among Oswego Industries, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$128K
Employer EIN162197163
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Industries, Inc.)

Sponsor-wide plan assets over time

All Oswego Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.662869005520559% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.71M $4.59M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 113 $5M
2023 1 99 $5M
2024 1 114 $5M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Oswego Industries, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oswego Industries, Inc. Retirement Plan, Total assets ($B): 0.004838299 · Participants: 99Oswego Industries, Inc. Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Oswego Industries, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Oswego Industries, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Laurel View Village in PA ($5M); by covered participants it is Century Housing Corporation 403(b) Plan Tax Deferred Annuity Plan in CA (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Oswego Industries, Inc. Retirement Plan assets move in 2023?
Oswego Industries, Inc. Retirement Plan edged up modestly - up 2.7% during 2023, from $5M to $5M. Reported net income was $128K.
How have Oswego Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oswego Industries, Inc.'s sponsor-wide assets declined 2.7%, from $5M to $5M.
Which Other plans are similar in size to Oswego Industries, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Laurel View Village in PA ($5M, 171 participants).
Which Other plans cover a similar participant headcount to Oswego Industries, Inc. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Century Housing Corporation 403(b) Plan Tax Deferred Annuity Plan in CA (99 participants, $21M in assets).