401(k) · DOL Form 5500 · 2024

Osborn LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
624
Participants Below avg headcount
75th
Percentile by assets National rank
$41,058
Avg per participant Low balance/head
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Official DOL plan name: Osborn 401(k) Plan · Sponsored by Osborn LLC · Indiana · Manufacturing

$26M in assets, 624 participants

Osborn LLC's Osborn 401(k) Plan reported $26M in total assets and 624 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,605 in Manufacturing (17,777 peers)

Where Osborn 401(k) Plan sits by assets

Osborn 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 624 participants (~$41,058/participant), down 58.7% in 2024.

#11,605
in Manufacturing (17,777 peers)
-58.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osborn 401(k) Plan's outsized position by total assets

Osborn 401(k) Plan vs every filed plan by assets

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

$25,620,441 Top 25% higher than 75% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborn 401(k) Plan sits mid-pack in the medium band (624 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osborn 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Osborn 401(k) Plan end-of-year assets fell from $62M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Osborn 401(k) Plan reported participants fell from 694 in the plan year 2023 filing to 624 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 830905279 · Osborn LLC PY 2024 · 401(k)

Osborn 401(k) Plan · $26M · 624 · 75th

  • PART $26M
  • PART 624
  • PART 75th
  • PART 401(k)
  • PART near Lns North America 401(k) Plan
  • PART ind #11605

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 Manufacturing retirement plans → · Plans in Indiana →

Osborn 401(k) Plan in the asset neighbourhood

Osborn 401(k) Plan$26MLns North America 401(k) Plan$26MNoodles & Company 401(k) Plan$26MPsc Biotech Corporation Retirement PlanPsc Biotech Corporation Reti…$26MUnited Audit Systems,Inc. Savings & Investment PlanUnited Audit Systems,Inc. Sa…$26M
End-of-year total assets ($M) among Osborn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN830905279
Plan Effective Date1986-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Osborn LLC)

Sponsor-wide plan assets over time

All Osborn LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 315.2021158413411% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $6.17M $25.6M ▲ +315.2%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 2 694 $62M
2024 1 624 $26M

Nearby 401(k) Plans in Indiana

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

Osborn 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Osborn 401(k) Plan, Total assets ($B): 0.025620441 · Participants: 624Osborn 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Osborn 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Osborn 401(k) Plan side-by-side with 3 peers →

Osborn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lns North America 401(k) Plan in OH ($26M); by covered participants it is Continental Floral 401(k) Plan in WA (624 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (624 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 401(k) Plan assets move in 2024? ▼
Osborn 401(k) Plan contracted severely - down 58.7% during 2024, from $62M to $26M. Reported net income was -$2M.
How have Osborn LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborn LLC's sponsor-wide assets grew 315.2%, from $6M to $26M.
Where does Osborn 401(k) Plan rank by assets among Form 5500 filers? ▼
Osborn 401(k) Plan ranks in the 75th 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 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lns North America 401(k) Plan in OH ($26M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Osborn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continental Floral 401(k) Plan in WA (624 participants, $2M 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 830905279.

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.