Other · DOL Form 5500 · 2023
Oswego County Opportunities, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 523
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $30,792
- Avg per participant Low balance/head
Official DOL plan name: Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · Sponsored by Oswego County Opportunities, Inc. · New York · Healthcare & Social Assistance
$16M in assets, 523 participants
Oswego County Opportunities, Inc.'s Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan reported $16M in total assets and 523 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,000 in Healthcare & Social Assistance (17,684 peers)
Oswego County Opportunities, Inc. multi-year trail
Oswego County Opportunities, Inc.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan at $16M / 523 participants.
- #13,000
- in Healthcare & Social Assistance (17,684 peers)
- +12.6%
- assets growth YoY
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's outsized position by total assets
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,104,217 Top 31% higher than 69% 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
Oswego County Opportunities, Inc. Employees' Deferred Annuity 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. Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan sits mid-pack in the medium band (523 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 160979876 · Oswego County Opportunities, Inc. PY 2023 · Other
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · $16M · 523 · 69th
- IND $16M
- IND 523
- IND 69th
- IND Other
- IND near Westside Neighborhood School 403(b) DC Plan
- IND ind #13000
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 County Opportunities, Inc. Employees' Deferred Annuity Plan in the asset neighbourhood
Oswego County Opportunities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oswego County Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 27.981384651964763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $14M |
| 2023 | 1 | 523 | $16M |
| 2024 | 1 | 521 | $18M |
Oswego County Opportunities, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 160979876 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Westside Neighborhood School 403(b) DC Plan in CA ($16M); by covered participants it is Pcc Community Wellness Center 403(b) Plan in IL (523 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Westside Neighborhood School 403(b) DC Plan (CA) $16M · 150
- Alcuin School Defined Contribution Retirement Plan (TX) $16M · 123
- Center for Science in the Public Interest Retirement and Employee Savings Plan (DC) $16M · 64
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan (CA) $16M · 2,960
Similar participant headcount
Nearest other-state filings by covered participants (523 participants); asset peers above are excluded.
- Pcc Community Wellness Center 403(b) Plan (IL) 523 · 0 off
- St. John's School Retirement Plan (TX) 523 · 0 off
- Momentum for Health 403b Retirement Plan (CA) 524 · 1 off
- Wayside Youth & Family Support Network, Inc. 403(b) Plan (MA) 522 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.