401(k) · DOL Form 5500 · 2024

Osborn Maledon, P.a. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
93
Participants Small participant base
86th
Percentile by assets National rank
$637,896
Avg per participant High balance/head
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Official DOL plan name: Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement · Sponsored by Osborn Maledon, P.a. · Arizona · Professional & Technical Services

$59M in assets, 93 participants

Osborn Maledon, P.a.'s Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement reported $59M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,521 in Professional & Technical Services (20,173 peers)

Where Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement sits by assets

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $59M for 93 participants (~$637,896/participant), up 8.4% in 2024.

#17,521
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement's outsized position by total assets

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement vs every filed plan by assets

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

$59,324,326 Top 14% higher than 86% 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

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement end-of-year assets rose from $55M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement reported participants fell from 97 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860789930 · Osborn Maledon, P.a. PY 2024 · 401(k)

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement · $59M · 93 · 86th

  • VS-ST $59M
  • VS-ST 93
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Armstrong Relocation & Companies, LLC 401(k) Plan
  • VS-ST ind #17521

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 Arizona →

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement in the asset neighbourhood

Armstrong Relocation & Companies, LLC 401(k) PlanArmstrong Relocation & Compa…$59MWold Architects & Engineers 401(k) Profit Sharing PlanWold Architects & Engineers …$59MCole, Scott & Kissane, PA 401(k) PlanCole, Scott & Kissane, PA 40…$59MOsborn Maledon, P.a. Defined Contribution Prototype Plan and Trust AgreementOsborn Maledon, P.a. Defined…$59MWillowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$59M
End-of-year total assets ($M) among Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$59M
Net Income$5M
Employer EIN860789930
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osborn Maledon, P.a.)

Sponsor-wide plan assets over time

All Osborn Maledon, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 26.965412131413828% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.7M $59.3M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 92 $47M
2023 1 97 $55M
2024 1 93 $59M

Nearby 401(k) Plans in Arizona

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

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement, Total assets ($B): 0.059324326 · Participants: 93Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust AgreementBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement side-by-side with 3 peers →

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Armstrong Relocation & Companies, LLC 401(k) Plan in TN ($59M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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

How did Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement assets move in 2024? ▼
Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement grew at a solid clip - up 8.4% during 2024, from $55M to $59M. Reported net income was $5M.
How have Osborn Maledon, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborn Maledon, P.a.'s sponsor-wide assets grew 27.0%, from $47M to $59M.
Where does Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Armstrong Relocation & Companies, LLC 401(k) Plan in TN ($59M, 912 participants).
Which 401(k) plans cover a similar participant headcount to Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (93 participants, $5M 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 860789930.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.