401(k) · DOL Form 5500 · 2024

Osage Exchange LLC 401(k) Plan

Data updated 2026-08-25

$73K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$24,475
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Osage Exchange LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Osage Exchange LLC · Colorado · Other Services

$73K in assets, 3 participants

Osage Exchange LLC's Osage Exchange LLC 401(k) Profit Sharing Plan & Trust reported $73K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #745 in Other Services (7,719 peers)

What the 2024 filing shows

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust holds $73K for 3 participants - about $24,475 per participant, among the smaller plans by assets on file.

#745
in Other Services (7,719 peers)
$73K
reported net income

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$73,425 5th percentile higher than 5% of 123,620 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 2024

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osage Exchange LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 920646229 · Osage Exchange LLC PY 2024 · 401(k)

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust · $73K · 3 · 5th

  • VS-ST $73K
  • BOY 3
  • SCH 5th
  • EBSA 401(k)
  • PART near Thai Lotus 401(k)
  • TYPE ind #745

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 Other Services retirement plans → · Plans in Colorado →

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Osage Exchange LLC 401(k) Profit Sharing Plan & TrustOsage Exchange LLC 401(k) Pr…$73KThai Lotus 401(k)$73KNathan Gibbs & Associates Retirement PlanNathan Gibbs & Associates Re…$73KYork Enterprise Solutions Group Corp. 401(k) PlanYork Enterprise Solutions Gr…$73KBuilding 49 Inc. 401(k) Plan$73K
End-of-year total assets ($M) among Osage Exchange LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$73K
Net Income$73K
Employer EIN920646229
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Osage Exchange LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000073425 · Participants: 3Osage Exchange LLC 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Osage Exchange LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants

Osage Exchange LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Thai Lotus 401(k) in NC ($73K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Osage Exchange LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Osage Exchange LLC 401(k) Profit Sharing Plan & Trust ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Osage Exchange LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Thai Lotus 401(k) in NC ($73K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Osage Exchange LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).