401(k) · DOL Form 5500 · 2023

Osi Industries, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
349
Participants Below avg headcount
62nd
Percentile by assets National rank
$34,106
Avg per participant Low balance/head
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Official DOL plan name: Osi Fort Atkinson Ufcw Employees Savings Plan · Sponsored by Osi Industries, LLC · Illinois · Manufacturing

$12M in assets, 349 participants

Osi Industries, LLC's Osi Fort Atkinson Ufcw Employees Savings Plan reported $12M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,267 in Manufacturing (18,722 peers)

Coverage in Illinois

Osi Fort Atkinson Ufcw Employees Savings Plan covers 349 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#9,267
in Manufacturing (18,722 peers)
+16.6%
assets growth YoY

Osi Fort Atkinson Ufcw Employees Savings Plan's mid-pack asset rank among Manufacturing and all filers

Osi Fort Atkinson Ufcw Employees Savings Plan vs every filed plan by assets

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

$11,902,863 Top 38% higher than 62% 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

Osi Fort Atkinson Ufcw Employees Savings 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. Osi Fort Atkinson Ufcw Employees Savings Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Osi Fort Atkinson Ufcw Employees Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Osi Fort Atkinson Ufcw Employees Savings Plan reported participants fell from 481 in the plan year 2022 filing to 349 in the plan year 2023 filing.
  • Osi Fort Atkinson Ufcw Employees Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522399960 · Osi Industries, LLC PY 2023 · 401(k)

Osi Fort Atkinson Ufcw Employees Savings Plan · $12M · 349 · 62nd

  • TYPE $12M
  • NET 349
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near Control Concepts, Inc. Retirement Plan
  • SCH ind #9267

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 Manufacturing retirement plans → · Plans in Illinois →

Osi Fort Atkinson Ufcw Employees Savings Plan in the asset neighbourhood

Osi Fort Atkinson Ufcw Employees Savings PlanOsi Fort Atkinson Ufcw Emplo…$12MControl Concepts, Inc. Retirement PlanControl Concepts, Inc. Retir…$12MWestlake Dermatology 401(k) Profit Sharing PlanWestlake Dermatology 401(k) …$12MPhysicians' Practice Enhancement, LLC 401(k) Profit Sharing PlanPhysicians' Practice Enhance…$12MCentral Maintenance & Welding, Inc. 401(k) Profit Sharing PlanCentral Maintenance & Weldin…$12M
End-of-year total assets ($M) among Osi Fort Atkinson Ufcw Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN522399960
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osi Industries, LLC)

Sponsor-wide plan assets over time

All Osi Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$131M 31.49391731022206% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $99.9M $131M ▲ +31.5%
Year Plans Participants Total Assets
2022 3 2,457 $100M
2023 3 3,115 $120M
2024 3 2,512 $131M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Osi Fort Atkinson Ufcw Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Osi Fort Atkinson Ufcw Employees Savings Plan, Total assets ($B): 0.011902863 · Participants: 349Osi Fort Atkinson Ufcw Employees Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Osi Fort Atkinson Ufcw Employees Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Osi Fort Atkinson Ufcw Employees Savings Plan side-by-side with 3 peers →

Osi Fort Atkinson Ufcw Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Control Concepts, Inc. Retirement Plan in MN ($12M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Osi Fort Atkinson Ufcw Employees Savings Plan assets move in 2023? ▼
Osi Fort Atkinson Ufcw Employees Savings Plan grew sharply - up 16.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have Osi Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osi Industries, LLC's sponsor-wide assets grew 31.5%, from $100M to $131M.
Which 401(k) plans are similar in size to Osi Fort Atkinson Ufcw Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Control Concepts, Inc. Retirement Plan in MN ($12M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Osi Fort Atkinson Ufcw Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 participants, N/A 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 522399960.

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.