Money Purchase · DOL Form 5500 · 2023

The Osborne Assoc Inc Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
176
Participants Small participant base
46th
Percentile by assets National rank
$31,113
Avg per participant Low balance/head
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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.

  • #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.

#8,928
in Healthcare & Social Assistance (17,684 peers)
-7.6%
assets change YoY

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.

Employee Benefits Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefits Plan of the Osborne Association, Inc. vs every filed plan by assets

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

$5,475,837 46th percentile higher than 46% 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

Employee Benefits 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. Employee Benefits Plan of the Osborne Association, Inc. sits mid-pack in the medium band (176 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135563028 · The Osborne Assoc Inc PY 2023 · Money Purchase

Employee Benefits Plan of the Osborne Association, Inc. · $5M · 176 · 46th

  • PHOTO $5M
  • PHOTO 176
  • PHOTO 46th
  • PHOTO Money Purchase
  • PHOTO near Target Delivery Co., Inc. Profit Sharing Plan
  • PHOTO ind #8928

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 →

Employee Benefits Plan of the Osborne Association, Inc. in the asset neighbourhood

Newton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$6MEmployee Benefits Plan of the Osborne Association, Inc.Employee Benefits Plan of th…$5MF N F Construction, Inc. Davis-Bacon Retirement PlanF N F Construction, Inc. Dav…$5MTarget Delivery Co., Inc. Profit Sharing PlanTarget Delivery Co., Inc. Pr…$5MIrish Davis-Bacon Pension Plan and TrustIrish Davis-Bacon Pension Pl…$5M
End-of-year total assets ($M) among Employee Benefits Plan of the Osborne Association, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$448K
Employer EIN135563028
Plan Effective Date1984-01-01
Filing StatusFILING 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
$12.5M$13M$13.5M$14M 202220232024 $13.4M $13.4M ▼ -0.3%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Employee Benefits Plan of the Osborne Association, Inc., Total assets ($B): 0.005475837 · Participants: 176Employee Benefits Plan of the Osborne Association, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Employee Benefits Plan of the Osborne Association, Inc. side-by-side with 3 peers →

Employee Benefits Plan of the Osborne Association, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M); by covered participants it is Texas A&m Foundation Employees' Pension Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Employee Benefits Plan of the Osborne Association, Inc. assets move in 2023? ▼
Employee Benefits Plan of the Osborne Association, Inc. pulled back noticeably - down 7.6% during 2023, from $6M to $5M. Reported net income was -$448K.
How have The Osborne Assoc Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Osborne Assoc Inc's sponsor-wide assets declined 0.3%, from $13M to $13M.
Which Money Purchase plans are similar in size to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Texas A&m Foundation Employees' Pension Plan in TX (177 participants, $41M 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 135563028.

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.