401(k) · DOL Form 5500 · 2024

Osha Bergman Watanabe & Burton LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
138
Participants Small participant base
68th
Percentile by assets National rank
$130,908
Avg per participant Near avg balance/head
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Official DOL plan name: Osha Bergman Watanabe & Burton 401(k) Plan · Sponsored by Osha Bergman Watanabe & Burton LLP · Texas · Professional & Technical Services

$18M in assets, 138 participants

Osha Bergman Watanabe & Burton LLP's Osha Bergman Watanabe & Burton 401(k) Plan reported $18M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,617 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Osha Bergman Watanabe & Burton 401(k) Plan covers 138 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#13,617
in Professional & Technical Services (20,173 peers)
+20.6%
assets growth YoY

Osha Bergman Watanabe & Burton 401(k) Plan's outsized position by total assets

Osha Bergman Watanabe & Burton 401(k) Plan vs every filed plan by assets

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

$18,065,239 Top 32% higher than 68% 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

Osha Bergman Watanabe & Burton 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. Osha Bergman Watanabe & Burton 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osha Bergman Watanabe & Burton 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Osha Bergman Watanabe & Burton 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760571383 · Osha Bergman Watanabe & Burton LLP PY 2024 · 401(k)

Osha Bergman Watanabe & Burton 401(k) Plan · $18M · 138 · 68th

  • 5500 $18M
  • ASSETS 138
  • PCT 68th
  • EIN 401(k)
  • RANK near Pico Electronics, Inc. 401(k) Retirement Plan
  • PHOTO ind #13617

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 Texas →

Osha Bergman Watanabe & Burton 401(k) Plan in the asset neighbourhood

Osha Bergman Watanabe & Burton 401(k) PlanOsha Bergman Watanabe & Burt…$18MPico Electronics, Inc. 401(k) Retirement PlanPico Electronics, Inc. 401(k…$18MR & D Tool & Engineering Company Profit Sharing Plan and TrustR & D Tool & Engineering Com…$18MProterra Powered LLC 401(k) PlanProterra Powered LLC 401(k) …$18MAtel Capital Group 401(k) Plan & TrustAtel Capital Group 401(k) Pl…$18M
End-of-year total assets ($M) among Osha Bergman Watanabe & Burton 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN760571383
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osha Bergman Watanabe & Burton LLP)

Sponsor-wide plan assets over time

All Osha Bergman Watanabe & Burton LLP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 50.86513937324276% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12M $18.1M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 124 $12M
2023 1 115 $15M
2024 1 138 $18M

Nearby 401(k) Plans in Texas

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

Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Osha Bergman Watanabe & Burton 401(k) Plan, Total assets ($B): 0.018065239 · Participants: 138Osha Bergman Watanabe & Burton 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Osha Bergman Watanabe & Burton 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Osha Bergman Watanabe & Burton 401(k) Plan side-by-side with 3 peers →

Osha Bergman Watanabe & Burton 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pico Electronics, Inc. 401(k) Retirement Plan in NY ($18M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Osha Bergman Watanabe & Burton 401(k) Plan assets move in 2024? ▼
Osha Bergman Watanabe & Burton 401(k) Plan grew sharply - up 20.6% during 2024, from $15M to $18M. Reported net income was $3M.
How have Osha Bergman Watanabe & Burton LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osha Bergman Watanabe & Burton LLP's sponsor-wide assets grew 50.9%, from $12M to $18M.
Which 401(k) plans are similar in size to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pico Electronics, Inc. 401(k) Retirement Plan in NY ($18M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Osha Bergman Watanabe & Burton 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 760571383.

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.