401(k) · DOL Form 5500 · 2024
Osborne Partners Capital Manag 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $411,164
- Avg per participant High balance/head
Official DOL plan name: Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust · Sponsored by Osborne Partners Capital Manag · California · Finance & Insurance
$8M in assets, 19 participants
Osborne Partners Capital Manag's Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #2,991 in Finance & Insurance (8,549 peers)
Osborne Partners Capital Manag multi-year trail
Osborne Partners Capital Manag's plans moved +14.0% in assets from 2022 to 2024; this filing shows Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust at $8M / 19 participants.
- #2,991
- in Finance & Insurance (8,549 peers)
- -6.5%
- assets change YoY
The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,812,109 Top 50% higher than 50% 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
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$541K in the plan year 2024 filing.
- Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 810602482 · Osborne Partners Capital Manag PY 2024 · 401(k)
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust · $8M · 19 · 50th
- RANK $8M
- PHOTO 19
- IND 50th
- EOY 401(k)
- 5500 near Sunlight Financial Holdings, Inc. 401(k) Retirement Plan
- ASSETS ind #2991
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 California →
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Osborne Partners Capital Manag multi-year asset trail
Sponsor-wide plan assets over time
All Osborne Partners Capital Manag plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 14.0439550685933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $7M |
| 2023 | 1 | 18 | $8M |
| 2024 | 1 | 19 | $8M |
Osborne Partners Capital Manag filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$541K |
| Employer EIN | 810602482 |
| Plan Effective Date | 2011-12-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Osborne Partners Capital Manag 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Sunlight Financial Holdings, Inc. 401(k) Retirement Plan in NC ($8M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.