Profit Sharing · DOL Form 5500 · 2024

Roberto Osawa, D.V.M., a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$921K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$102,311
Avg per participant Below avg balance/head
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Official DOL plan name: Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan · Sponsored by Roberto Osawa, D.V.M., a Professional Corporation · California · Professional & Technical Services

$921K in assets, 9 participants

Roberto Osawa, D.V.M., a Professional Corporation's Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan reported $921K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,526 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan holds $921K for 9 participants - about $102,311 per participant, among the smaller plans by assets on file.

#3,526
in Professional & Technical Services (20,173 peers)
-0.9%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan among the smaller filed plans by assets

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs every filed plan by assets

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

$920,797 22nd percentile higher than 22% 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

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing 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. Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan reported net income fell from $92K in the plan year 2023 filing to -$8K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352280523 · Roberto Osawa, D.V.M., a Professional Corporation PY 2024 · Profit Sharing

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan · $921K · 9 · 22nd

  • BOOK $921K
  • VS-ST 9
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Miguel a. Maldonado Lopez Retirement Plan
  • PART ind #3526

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 California →

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan in the asset neighbourhood

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing PlanRoberto Osawa, D.V.M., a Pro…$921KMiguel a. Maldonado Lopez Retirement PlanMiguel a. Maldonado Lopez Re…$920KTnerst, Inc. Retirement Plan$920KMetro Subs Inc. Retirement PlanMetro Subs Inc. Retirement P…$919KSky Zone Philadelphia Inc Retirement PlanSky Zone Philadelphia Inc Re…$922K
End-of-year total assets ($M) among Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$929K
Net Assets (End of Year)$921K
Net Income-$8K
Employer EIN352280523
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberto Osawa, D.V.M., a Professional Corporation)

Sponsor-wide plan assets over time

All Roberto Osawa, D.V.M., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$921K 9.981498490854952% vs 2022
2024 filing year
$0.8M$0.85M$0.9M$0.95M 202220232024 $0.84M $0.92M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 8 $837K
2023 1 9 $929K
2024 1 9 $921K

Nearby Profit Sharing Plans in California

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

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan, Total assets ($B): 0.000920797 · Participants: 9Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Miguel a. Maldonado Lopez Retirement Plan in PR ($920K); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($921K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan assets move in 2024? ▼
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan held essentially flat - down 0.9% during 2024, from $929K to $921K. Reported net income was -$8K.
How have Roberto Osawa, D.V.M., a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberto Osawa, D.V.M., a Professional Corporation's sponsor-wide assets grew 10.0%, from $837K to $921K.
Where does Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Miguel a. Maldonado Lopez Retirement Plan in PR ($920K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M 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 352280523.

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.