Profit Sharing · DOL Form 5500 · 2024

Richard B Osterberg Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 8
Participants Small participant base: 44th
Percentile by assets National rank: $714,254
Avg per participant High balance/head

Official DOL plan name: Richard B Osterberg Keogh · Sponsored by Richard B Osterberg · Massachusetts · Professional & Technical Services

$6M in assets, 8 participants

Richard B Osterberg's Richard B Osterberg Keogh reported $6M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#8,513 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Richard B Osterberg Keogh holds $6M for 8 participants - about $714,254 per participant, in the lower half of filed plans by assets.

#8,513
in Professional & Technical Services (20,173 peers): +7.4%
assets growth YoY

Richard B Osterberg Keogh's mid-pack asset rank among Professional & Technical Services and all filers

Richard B Osterberg Keogh vs every filed plan by assets

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

$5,714,033 44th percentile higher than 44% 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

Richard B Osterberg Keogh among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard B Osterberg Keogh is a micro filing (8 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 422716972 · Richard B Osterberg PY 2024 · Profit Sharing

Richard B Osterberg Keogh · $6M · 8 · 44th

IND $6M
IND 8
IND 44th
IND Profit Sharing
IND near Plumbers and Steamfitters Local Union No. 43 Annuity Fund
IND ind #8513

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Richard B Osterberg Keogh and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$394K
Employer EIN	422716972
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Richard B Osterberg Keogh vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065

Compare Richard B Osterberg Keogh side-by-side with 3 peers →

Richard B Osterberg Keogh's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Plumbers and Steamfitters Local Union No. 43 Annuity Fund in TN ($6M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Plumbers and Steamfitters Local Union No. 43 Annuity Fund (TN) $6M · 659
O'brien Kiernan Investment Co. Profit Sharing Plan (CA) $6M · 4
D.T.M. Services, Inc. Profit Sharing Plan (CA) $6M · 30
Climate Control Equipment, Inc. Profit Sharing Plan (AL) $6M · 8

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Neil H. Weintraub, Dds, Sc Profit Sharing Plan (IL) 8 · 0 off
Success Franchises, Inc. Retirement Plan (OK) 8 · 0 off
Pence Visual Communications Inc. Retirement Plan (OH) 8 · 0 off
Lake House Enterprises Inc. Profit Sharing Plan (NC) 8 · 0 off

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

Frequently Asked Questions

How did Richard B Osterberg Keogh assets move in 2024? ▼

Richard B Osterberg Keogh grew at a solid clip - up 7.4% during 2024, from $5M to $6M. Reported net income was $394K.

Which Profit Sharing plans are similar in size to Richard B Osterberg Keogh? ▼

Among Profit Sharing plans in other states, the closest by assets is Plumbers and Steamfitters Local Union No. 43 Annuity Fund in TN ($6M, 659 participants).

Which Profit Sharing plans cover a similar participant headcount to Richard B Osterberg Keogh? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 422716972.