Profit Sharing · DOL Form 5500 · 2023

Richard B Osterberg Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
45th
Percentile by assets National rank
$591,135
Avg per participant High balance/head
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Official DOL plan name: Richard B Osterberg Keogh · Sponsored by Richard B Osterberg · Massachusetts · Professional & Technical Services

$5M in assets, 9 participants

Richard B Osterberg's Richard B Osterberg Keogh reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,833 in Professional & Technical Services (20,321 peers)

Richard B Osterberg multi-year trail

Richard B Osterberg's plans moved +11.4% in assets from 2022 to 2023; this filing shows Richard B Osterberg Keogh at $5M / 9 participants.

#8,833
in Professional & Technical Services (20,321 peers)
+11.4%
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 2023 · DOL Form 5500

$5,320,211 45th percentile higher than 45% of 127,068 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 2023

Richard B Osterberg Keogh among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard B Osterberg Keogh is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard B Osterberg Keogh reported net income rose from -$804K in the plan year 2022 filing to $546K in the plan year 2023 filing.
  • Richard B Osterberg Keogh end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Richard B Osterberg Keogh reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042716972 · Richard B Osterberg PY 2023 · Profit Sharing

Richard B Osterberg Keogh · $5M · 9 · 45th

  • EIN $5M
  • RANK 9
  • PHOTO 45th
  • IND Profit Sharing
  • EOY near Pueblo Pulmonary Associates Profit Sharing Plan
  • 5500 ind #8833

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 →

Richard B Osterberg Keogh in the asset neighbourhood

Penfield Childrens Center, Inc. 403(b) PlanPenfield Childrens Center, I…$5MRichard B Osterberg Keogh$5MPueblo Pulmonary Associates Profit Sharing PlanPueblo Pulmonary Associates …$5MInsight Human Services, Inc. Retirement PlanInsight Human Services, Inc.…$5MJoel R Lavender PA Profit Sharing PlanJoel R Lavender PA Profit Sh…$5M
End-of-year total assets ($M) among Richard B Osterberg Keogh and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Richard B Osterberg multi-year asset trail

Sponsor-wide plan assets over time

All Richard B Osterberg plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.436608071209358% vs 2022
2023 filing year
$4.6M$4.8M$5M$5.2M$5.4M 20222023 $4.77M $5.32M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 10 $5M
2023 1 9 $5M

Richard B Osterberg filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$546K
Employer EIN042716972
Plan Effective Date1984-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Richard B Osterberg Keogh, Total assets ($B): 0.005320211 · Participants: 9Richard B Osterberg KeoghConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Richard B Osterberg Keogh vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
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 Pueblo Pulmonary Associates Profit Sharing Plan in CO ($5M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Richard B Osterberg Keogh grew at a solid clip - up 11.4% during 2023, from $5M to $5M. Reported net income was $546K.
How have Richard B Osterberg plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Richard B Osterberg's sponsor-wide assets grew 11.4%, from $5M to $5M.
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 Pueblo Pulmonary Associates Profit Sharing Plan in CO ($5M, 29 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 Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042716972.

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.