Profit Sharing · DOL Form 5500 · 2023

Roberto Osawa, D.V.M., a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$929K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$103,224
Avg per participant Below avg balance/head
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Official DOL plan name: Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan · Sponsored by Roberto Osawa, D.V.M., a Professional Corporation · California · Professional & Technical Services

$929K in assets, 9 participants

Roberto Osawa, D.V.M., a Professional Corporation's Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan reported $929K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,669 in Professional & Technical Services (20,321 peers)

2023 asset change

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan grew at a solid clip 11.0% in 2023 ($837K → $929K) for 9 participants.

#3,669
in Professional & Technical Services (20,321 peers)
+11.0%
assets growth YoY

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan among the smaller filed plans by assets

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs every filed plan by assets

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

$929,014 23rd percentile higher than 23% 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

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan reported net income rose from $69K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan end-of-year assets rose from $837K in the plan year 2022 filing to $929K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352280523 · Roberto Osawa, D.V.M., a Professional Corporation PY 2023 · Profit Sharing

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan · $929K · 9 · 23rd

  • EOY $929K
  • EOY 9
  • EOY 23rd
  • EOY Profit Sharing
  • EOY near Robert R. Serpe, PC Profit Sharng Plan
  • EOY ind #3669

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 California →

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan in the asset neighbourhood

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing PlanRoberto Osawa, D.V.M., a Pro…$929KRobert R. Serpe, PC Profit Sharng PlanRobert R. Serpe, PC Profit S…$929KDbpsm Inc. Retirement Plan$929KMiller's Furs, Inc. Profit Sharing PlanMiller's Furs, Inc. Profit S…$929KHodges Hanei Corporation Retirement PlanHodges Hanei Corporation Ret…$929K
End-of-year total assets ($M) among Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roberto Osawa, D.V.M., a Professional Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Roberto Osawa, D.V.M., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$921K 9.981498490854952% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M 202220232024 $0.84M $0.92M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 8 $837K
2023 1 9 $929K
2024 1 9 $921K

2023 asset-move particulars

Total Assets (Beginning of Year)$837K
Net Assets (End of Year)$929K
Net Income$92K
Employer EIN352280523
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan, Total assets ($B): 0.000929014 · Participants: 9Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Robert R. Serpe, PC Profit Sharng Plan in MA ($929K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($929K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan assets move in 2023? ▼
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $837K to $929K. Reported net income was $92K.
How have Roberto Osawa, D.V.M., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Osawa, D.V.M., a Professional Corporation's sponsor-wide assets grew 10.0%, from $837K to $921K.
Where does Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert R. Serpe, PC Profit Sharng Plan in MA ($929K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 352280523.

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.