401(k) · DOL Form 5500 · 2023

Oso Power, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$109,256
Avg per participant Below avg balance/head
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Official DOL plan name: Oso Power Retirement Plan · Sponsored by Oso Power, Inc. · New Mexico · Retail Trade

$2M in assets, 18 participants

Oso Power, Inc.'s Oso Power Retirement Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,559 in Retail Trade (8,414 peers)

Oso Power, Inc. multi-year trail

Oso Power, Inc.'s plans moved +282.7% in assets from 2022 to 2024; this filing shows Oso Power Retirement Plan at $2M / 18 participants.

#3,559
in Retail Trade (8,414 peers)
+218.7%
assets growth YoY

Oso Power Retirement Plan among the smaller filed plans by assets

Oso Power Retirement Plan vs every filed plan by assets

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

$1,966,602 30th percentile higher than 30% 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

Oso Power Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oso Power Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oso Power Retirement Plan reported net income rose from $174K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oso Power Retirement Plan end-of-year assets rose from $617K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oso Power Retirement Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842754149 · Oso Power, Inc. PY 2023 · 401(k)

Oso Power Retirement Plan · $2M · 18 · 30th

  • EOY $2M
  • 5500 18
  • ASSETS 30th
  • PCT 401(k)
  • EIN near Gold Rush Distribution 401(k) Profit Sharing Plan and Trust
  • RANK ind #3559

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 Retail Trade retirement plans → · Plans in New Mexico →

Oso Power Retirement Plan in the asset neighbourhood

Oso Power Retirement Plan$2MGold Rush Distribution 401(k) Profit Sharing Plan and TrustGold Rush Distribution 401(k…$2ME G I Mechanical, Inc. 401(k) Profit Sharing PlanE G I Mechanical, Inc. 401(k…$2MLongleaf Hospice, LLC 401(k) PlanLongleaf Hospice, LLC 401(k)…$2MSpectrum Geological Services, P.C. 401(k) PlanSpectrum Geological Services…$2M
End-of-year total assets ($M) among Oso Power Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oso Power, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oso Power, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 282.7022839649229% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.62M $2.36M ▲ +280.6%
Year Plans Participants Total Assets
2022 1 17 $617K
2023 1 18 $2M
2024 1 18 $2M

Oso Power, Inc. filing trail (2023)

Total Assets (Beginning of Year)$617K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN842754149
Plan Effective Date2019-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Oso Power Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Oso Power Retirement Plan, Total assets ($B): 0.001966602 · Participants: 18Oso Power Retirement PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Oso Power Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Oso Power Retirement Plan side-by-side with 3 peers →

Oso Power Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Gold Rush Distribution 401(k) Profit Sharing Plan and Trust in CA ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Oso Power Retirement Plan assets move in 2023? ▼
Oso Power Retirement Plan surged - up 218.7% during 2023, from $617K to $2M. Reported net income was $1M.
How have Oso Power, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oso Power, Inc.'s sponsor-wide assets grew 282.7%, from $617K to $2M.
Which 401(k) plans are similar in size to Oso Power Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gold Rush Distribution 401(k) Profit Sharing Plan and Trust in CA ($2M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Oso Power Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 842754149.

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.