401(k) · DOL Form 5500 · 2024
Osi Restaurant Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $195M
- Total assets Near avg plan size
- 4,786
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $40,723
- Avg per participant Low balance/head
Official DOL plan name: Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust · Sponsored by Osi Restaurant Partners, LLC · Florida · Food Services & Accommodation
$195M in assets, 4,786 participants
Osi Restaurant Partners, LLC's Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported $195M in total assets and 4,786 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,614 in Food Services & Accommodation (3,672 peers)
Coverage in Florida
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust covers 4,786 participants in Florida, 7.6x the typical Florida plan (state average ~628 per filing). Assets: $195M.
- #3,614
- in Food Services & Accommodation (3,672 peers)
- +10.2%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's outsized position by total assets
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$194,898,851 Top 6% higher than 94% 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
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust lands in the large band (4,786 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust end-of-year assets rose from $177M in the plan year 2023 filing to $195M in the plan year 2024 filing.
- Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust reported participants rose from 4,509 in the plan year 2023 filing to 4,786 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 593061413 · Osi Restaurant Partners, LLC PY 2024 · 401(k)
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust · $195M · 4,786 · 94th
- ASSETS $195M
- ASSETS 4,786
- ASSETS 94th
- ASSETS 401(k)
- ASSETS near Ecs, P. C. Profit Sharing and Savings Plan and Trust
- ASSETS ind #3614
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 Food Services & Accommodation retirement plans → · Plans in Florida →
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | $18M |
| Employer EIN | 593061413 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osi Restaurant Partners, LLC)
Sponsor-wide plan assets over time
All Osi Restaurant Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $195M 28.188339364797976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,687 | $152M |
| 2023 | 1 | 4,509 | $177M |
| 2024 | 1 | 4,786 | $195M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Ecs, P. C. Profit Sharing and Savings Plan and Trust in MI ($195M); by covered participants it is Vibra Healthcare Retirement Plan in PA (4,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($195M here).
- Ecs, P. C. Profit Sharing and Savings Plan and Trust (MI) $195M · 356
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust (MI) $195M · 6,182
- Sailpoint Technologies Inc. 401(k) Profit Sharing Plan and Trust (TX) $195M · 1,460
- 2u, Inc. 401(k) Retirement Plan (MD) $195M · 2,364
Similar participant headcount
Nearest other-state filings by covered participants (4,786 participants); asset peers above are excluded.
- Vibra Healthcare Retirement Plan (PA) 4,787 · 1 off
- The Brightview Senior Living 401(k) Plan (MD) 4,783 · 3 off
- Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan (IL) 4,790 · 4 off
- Chevron Phillips Chemical Company LP 401(k) Savings and Profit Sharing Plan (TX) 4,782 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.