Other · DOL Form 5500 · 2023
The Osborne Assoc Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $20,942
- Avg per participant Low balance/head
Official DOL plan name: Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance
$7M in assets, 342 participants
The Osborne Assoc Inc's Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported $7M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,053 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. covers 342 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #10,053
- in Healthcare & Social Assistance (17,684 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,162,111 Top 49% higher than 51% 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
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. 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. Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. sits mid-pack in the medium band (342 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported net income rose from -$647K in the plan year 2022 filing to -$347K in the plan year 2023 filing.
- Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported participants rose from 324 in the plan year 2022 filing to 342 in the plan year 2023 filing.
- Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135563028 · The Osborne Assoc Inc PY 2023 · Other
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · $7M · 342 · 51st
- RANK $7M
- PHOTO 342
- IND 51st
- EOY Other
- 5500 near Gracemed Health Clinic, Inc. 403(b) Retirement Plan
- ASSETS ind #10053
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 →
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$347K |
| Employer EIN | 135563028 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Osborne Assoc Inc)
Sponsor-wide plan assets over time
All The Osborne Assoc Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 0.2957442516092963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 505 | $13M |
| 2023 | 2 | 518 | $13M |
| 2024 | 2 | 499 | $13M |
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
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Gracemed Health Clinic, Inc. 403(b) Retirement Plan in KS ($7M); by covered participants it is Community Solutions 403(b) Plan in CA (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Community Solutions 403(b) Plan (CA) 342 · 0 off
- 403(b) Thrift Plan of Haynes Family of Programs, Inc. (CA) 342 · 0 off
- Goodwill Industries of Central Iowa 403(b) Plan (IA) 342 · 0 off
- Hope Enterprises, Inc. Retirement Plan (PA) 342 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.