401(k) · DOL Form 5500 · 2024
Osag Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $968K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $322,604
- Avg per participant High balance/head
Official DOL plan name: Osag Financial Services Retirement Plan · Sponsored by Osag Financial Services, Inc. · Illinois · Finance & Insurance
$968K in assets, 3 participants
Osag Financial Services, Inc.'s Osag Financial Services Retirement Plan reported $968K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,122 in Finance & Insurance (8,549 peers)
Osag Financial Services, Inc. multi-year trail
Osag Financial Services, Inc.'s plans moved +229.5% in assets from 2022 to 2024; this filing shows Osag Financial Services Retirement Plan at $968K / 3 participants.
- #1,122
- in Finance & Insurance (8,549 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Osag Financial Services Retirement Plan among the smaller filed plans by assets
Osag Financial Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$967,811 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Osag Financial Services Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osag Financial Services Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osag Financial Services Retirement Plan reported net income fell from $747K in the plan year 2023 filing to -$72K in the plan year 2024 filing.
- Osag Financial Services Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Osag Financial Services Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $968K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 823889135 · Osag Financial Services, Inc. PY 2024 · 401(k)
Osag Financial Services Retirement Plan · $968K · 3 · 23rd
- RANK $968K
- PHOTO 3
- IND 23rd
- EOY 401(k)
- 5500 near So-Cal Boys Restaurant Group Inc.-401(k)
- ASSETS ind #1122
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 Finance & Insurance retirement plans → · Plans in Illinois →
Osag Financial Services Retirement Plan in the asset neighbourhood
Osag Financial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Osag Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $968K 229.4799124392743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $294K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 3 | $968K |
Osag Financial Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $968K |
| Net Income | -$72K |
| Employer EIN | 823889135 |
| Plan Effective Date | 2018-01-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Osag Financial Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is So-Cal Boys Restaurant Group Inc.-401(k) in CA ($968K); 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 ($968K here).
- So-Cal Boys Restaurant Group Inc.-401(k) (CA) $968K · 188
- Simphotek Inc 401(k) Profit Sharing Plan & Trust (NJ) $968K · 3
- F & L Corporation 401(k) Plan (MN) $968K · 9
- Jaz Enterprises Az, Inc. 401(k) Plan (AZ) $968K · 5
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.