401(k) · DOL Form 5500 · 2023
Osaic, Inc 401(k) Plan
Data updated 2026-08-11
- $302M
- Total assets
- 2,427
- Participants
- 96th
- Percentile by assets
- $124,415
- Avg per participant
Official DOL plan name: Osaic, Inc. Profit Sharing & 401(k) Plan · Sponsored by Osaic, Inc · Arizona · Finance & Insurance
$302M in assets, 2,427 participants
Osaic, Inc's Osaic, Inc. Profit Sharing & 401(k) Plan reported $302M in total assets and 2,427 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,304 in Finance & Insurance (8,869 peers)
Coverage in Arizona
Osaic, Inc. Profit Sharing & 401(k) Plan covers 2,427 participants in Arizona, 4.3x the typical Arizona plan (state average ~564 per filing). Assets: $302M.
- $302M
- total plan assets (2023 EOY)
- 2,427
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $124,415
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osaic, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- Osaic, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $213M in the plan year 2022 filing to $302M in the plan year 2023 filing.
- Osaic, Inc. Profit Sharing & 401(k) Plan reported participants rose from 1,997 in the plan year 2022 filing to 2,427 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Osaic, Inc. Profit Sharing & 401(k) Plan reports 2,427 participants - 4.3x that state average ($302M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | $61M |
| Employer EIN | 860623854 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osaic, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,997 | $213M |
| 2023 | 1 | 2,427 | $302M |
| 2024 | 1 | 2,489 | $353M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Osaic, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Osaic, Inc. Profit Sharing & 401(k) Plan by total assets, not by location.
- Advantagecare Physicians PC 401(k) Plan (NY) $302M · 1,009
- Cma Cgm (America) LLC 401(k) Plan (VA) $302M · 1,540
- Summit Materials 401(k) Retirement Plan (CO) $302M · 4,622
- Bank Ozk 401(k) Retirement Savings Plan (AR) $302M · 2,691
Frequently Asked Questions
How did Osaic, Inc. Profit Sharing & 401(k) Plan assets move in 2023? ▼
How have Osaic, Inc plan assets changed over time? ▼
Where does Osaic, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Osaic, Inc. Profit Sharing & 401(k) Plan
Filing takeaways
Ways to act on Osaic, Inc. Profit Sharing & 401(k) Plan's numbers.
- By total assets, Osaic, Inc. Profit Sharing & 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Osaic, Inc's sponsor-wide assets have grown 66.0% since 2022 across 3 plan years on file. More Finance & Insurance plans