Profit Sharing · DOL Form 5500 · 2024

Oso Aquatics Corporation Profit Sharing Plan

Data updated 2026-08-25

$471K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$235,398
Avg per participant Above avg balance/head
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Official DOL plan name: Oso Aquatics Corporation Retirement Plan · Sponsored by Oso Aquatics Corporation · Colorado · Educational Services

$471K in assets, 2 participants

Oso Aquatics Corporation's Oso Aquatics Corporation Retirement Plan reported $471K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #419 in Educational Services (3,638 peers)

Oso Aquatics Corporation multi-year trail

Oso Aquatics Corporation's plans moved +208.8% in assets from 2022 to 2024; this filing shows Oso Aquatics Corporation Retirement Plan at $471K / 2 participants.

#419
in Educational Services (3,638 peers)
+22.6%
assets growth YoY

Oso Aquatics Corporation Retirement Plan among the smaller filed plans by assets

Oso Aquatics Corporation Retirement Plan vs every filed plan by assets

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

$470,795 17th percentile higher than 17% 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

Oso Aquatics Corporation Retirement 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. Oso Aquatics Corporation Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oso Aquatics Corporation Retirement Plan reported net income fell from $231K in the plan year 2023 filing to $87K in the plan year 2024 filing.
  • Oso Aquatics Corporation Retirement Plan end-of-year assets rose from $384K in the plan year 2023 filing to $471K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 884117153 · Oso Aquatics Corporation PY 2024 · Profit Sharing

Oso Aquatics Corporation Retirement Plan · $471K · 2 · 17th

  • IND $471K
  • EOY 2
  • 5500 17th
  • ASSETS Profit Sharing
  • PCT near Omar Gomez Medina Retirement Plan
  • EIN ind #419

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 Educational Services retirement plans → · Plans in Colorado →

Oso Aquatics Corporation Retirement Plan in the asset neighbourhood

Oso Aquatics Corporation Retirement PlanOso Aquatics Corporation Ret…$471KOmar Gomez Medina Retirement PlanOmar Gomez Medina Retirement…$471KFiorot, Inc. Profit Sharing PlanFiorot, Inc. Profit Sharing …$471KKork Enterprises, Inc. Retirement PlanKork Enterprises, Inc. Retir…$471KLivmax, Inc. Retirement Plan$471K
End-of-year total assets ($M) among Oso Aquatics Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oso Aquatics Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Oso Aquatics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$471K 208.7646005627078% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.15M $0.47M ▲ +213.3%
Year Plans Participants Total Assets
2022 1 2 $152K
2023 1 2 $384K
2024 1 2 $471K

Oso Aquatics Corporation filing trail (2024)

Total Assets (Beginning of Year)$384K
Net Assets (End of Year)$471K
Net Income$87K
Employer EIN884117153
Plan Effective Date2022-09-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Oso Aquatics Corporation Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Oso Aquatics Corporation Retirement Plan, Total assets ($M): 0.470795 · Participants: 2Oso Aquatics Corporation Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Oso Aquatics Corporation Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Oso Aquatics Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Omar Gomez Medina Retirement Plan in PR ($471K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($471K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Oso Aquatics Corporation Retirement Plan assets move in 2024?
Oso Aquatics Corporation Retirement Plan grew sharply - up 22.6% during 2024, from $384K to $471K. Reported net income was $87K.
How have Oso Aquatics Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Oso Aquatics Corporation's sponsor-wide assets grew 208.8%, from $152K to $471K.
Where does Oso Aquatics Corporation Retirement Plan rank by assets among Form 5500 filers?
Oso Aquatics Corporation Retirement Plan ranks in the 17th 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 Oso Aquatics Corporation Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Omar Gomez Medina Retirement Plan in PR ($471K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Oso Aquatics Corporation Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).