Other · DOL Form 5500 · 2023

Osu Physicians, Inc. Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,680
Participants Near avg headcount
85th
Percentile by assets National rank
$29,703
Avg per participant Low balance/head
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Official DOL plan name: Osu Physicians, Inc. 403b Plan · Sponsored by Osu Physicians, Inc. · Ohio · Healthcare & Social Assistance

$50M in assets, 1,680 participants

Osu Physicians, Inc.'s Osu Physicians, Inc. 403b Plan reported $50M in total assets and 1,680 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,512 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Osu Physicians, Inc. 403b Plan covers 1,680 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $50M.

#15,512
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Osu Physicians, Inc. 403b Plan's outsized position by total assets

Osu Physicians, Inc. 403b Plan vs every filed plan by assets

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

$49,901,282 Top 15% higher than 85% 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

Osu Physicians, Inc. 403b Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osu Physicians, Inc. 403b Plan lands in the large band (1,680 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osu Physicians, Inc. 403b Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Osu Physicians, Inc. 403b Plan end-of-year assets rose from $40M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Osu Physicians, Inc. 403b Plan reported participants rose from 1,412 in the plan year 2022 filing to 1,680 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311447726 · Osu Physicians, Inc. PY 2023 · Other

Osu Physicians, Inc. 403b Plan · $50M · 1,680 · 85th

  • EIN $50M
  • EIN 1,680
  • EIN 85th
  • EIN Other
  • EIN near The Fessenden School Retirement Plan
  • EIN ind #15512

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 Ohio →

Osu Physicians, Inc. 403b Plan in the asset neighbourhood

King School, Inc. Section 403(b) PlanKing School, Inc. Section 40…$50MOsu Physicians, Inc. 403b PlanOsu Physicians, Inc. 403b Pl…$50MThe Fessenden School Retirement PlanThe Fessenden School Retirem…$50MHenry Viscardi School Defined Contribution PlanHenry Viscardi School Define…$50MOtis College of Art and Design 403(b) Retirement PlanOtis College of Art and Desi…$50M
End-of-year total assets ($M) among Osu Physicians, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN311447726
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osu Physicians, Inc.)

Sponsor-wide plan assets over time

All Osu Physicians, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$242M 37.87222216486241% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $175M $242M ▲ +37.9%
Year Plans Participants Total Assets
2022 2 2,824 $175M
2023 2 3,361 $211M
2024 2 3,829 $242M

Nearby Other Plans in Ohio

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

Osu Physicians, Inc. 403b Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Osu Physicians, Inc. 403b Plan, Total assets ($B): 0.049901282 · Participants: 1680Osu Physicians, Inc. 403b PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Osu Physicians, Inc. 403b Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Osu Physicians, Inc. 403b Plan side-by-side with 3 peers →

Osu Physicians, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Fessenden School Retirement Plan in MA ($50M); by covered participants it is Calverthealth 403 (B) Plan in MD (1,685 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,680 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 Osu Physicians, Inc. 403b Plan assets move in 2023? ▼
Osu Physicians, Inc. 403b Plan grew sharply - up 24.0% during 2023, from $40M to $50M. Reported net income was $10M.
How have Osu Physicians, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osu Physicians, Inc.'s sponsor-wide assets grew 37.9%, from $175M to $242M.
Where does Osu Physicians, Inc. 403b Plan rank by assets among Form 5500 filers? ▼
Osu Physicians, Inc. 403b Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Osu Physicians, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is The Fessenden School Retirement Plan in MA ($50M, 292 participants).
Which Other plans cover a similar participant headcount to Osu Physicians, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Calverthealth 403 (B) Plan in MD (1,685 participants, $106M 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 311447726.

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.