Money Purchase · DOL Form 5500 · 2023
The Osborne Assoc Inc Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 176
- Participants
- 46th
- Percentile by assets
- $31,113
- Avg per participant
Official DOL plan name: Employee Benefits Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance
$5M in assets, 176 participants
The Osborne Assoc Inc's Employee Benefits Plan of the Osborne Association, Inc. reported $5M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- 46th percentile by assets (of 127,072 plans)
- #8,928 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Employee Benefits Plan of the Osborne Association, Inc. covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $5M.
- $5M
- total plan assets (2023 EOY)
- 176
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $31,113
- avg assets per participant
The plan reported a net loss of $448K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employee Benefits Plan of the Osborne Association, Inc. reported net income rose from -$543K in the plan year 2022 filing to -$448K in the plan year 2023 filing.
- Employee Benefits Plan of the Osborne Association, Inc. end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Employee Benefits Plan of the Osborne Association, Inc. reported participants fell from 181 in the plan year 2022 filing to 176 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Employee Benefits Plan of the Osborne Association, Inc. reports 176 participants - about 22% of that state average ($5M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$448K |
| Employer EIN | 135563028 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Osborne Assoc Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 505 | $13M |
| 2023 | 2 | 518 | $13M |
| 2024 | 2 | 499 | $13M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Employee Benefits Plan of the Osborne Association, Inc. by total assets, not by location.
Frequently Asked Questions
How did Employee Benefits Plan of the Osborne Association, Inc. assets move in 2023? ▼
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Filing takeaways
Ways to act on Employee Benefits Plan of the Osborne Association, Inc.'s numbers.
- By total assets, Employee Benefits Plan of the Osborne Association, Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- The Osborne Assoc Inc's sponsor-wide assets have declined 0.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans