401(k) · DOL Form 5500 · 2024

Overseas Service Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
373
Participants Below avg headcount
80th
Percentile by assets National rank
$94,583
Avg per participant Below avg balance/head
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Official DOL plan name: Overseas Service Corporation 401(k) Plan and Trust · Sponsored by Overseas Service Corporation · Florida · Wholesale Trade

$35M in assets, 373 participants

Overseas Service Corporation's Overseas Service Corporation 401(k) Plan and Trust reported $35M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,819 in Wholesale Trade (6,080 peers)

Where Overseas Service Corporation 401(k) Plan and Trust sits by assets

Overseas Service Corporation 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 373 participants (~$94,583/participant), up 15.7% in 2024.

#4,819
in Wholesale Trade (6,080 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Overseas Service Corporation 401(k) Plan and Trust's outsized position by total assets

Overseas Service Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$35,279,588 Top 20% higher than 80% 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

Overseas Service Corporation 401(k) Plan and Trust 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. Overseas Service Corporation 401(k) Plan and Trust sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Overseas Service Corporation 401(k) Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Overseas Service Corporation 401(k) Plan and Trust end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 530215173 · Overseas Service Corporation PY 2024 · 401(k)

Overseas Service Corporation 401(k) Plan and Trust · $35M · 373 · 80th

  • BOY $35M
  • SCH 373
  • EBSA 80th
  • PART 401(k)
  • TYPE near Acrt Services, Inc. 401(k) Plan
  • NET ind #4819

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 Wholesale Trade retirement plans → · Plans in Florida →

Overseas Service Corporation 401(k) Plan and Trust in the asset neighbourhood

Overseas Service Corporation 401(k) Plan and TrustOverseas Service Corporation…$35MAcrt Services, Inc. 401(k) PlanAcrt Services, Inc. 401(k) P…$35MInventus Power 401(k)$35MTechnomics, Inc. 401(k) Profit Sharing PlanTechnomics, Inc. 401(k) Prof…$35MPocket Gems, Inc. 401(k) Profit Sharing Plan and TrustPocket Gems, Inc. 401(k) Pro…$35M
End-of-year total assets ($M) among Overseas Service Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN530215173
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Overseas Service Corporation)

Sponsor-wide plan assets over time

All Overseas Service Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 43.57232462993272% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $35.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 368 $25M
2023 1 370 $30M
2024 1 373 $35M

Nearby 401(k) Plans in Florida

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

Overseas Service Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Overseas Service Corporation 401(k) Plan and Trust, Total assets ($B): 0.035279588 · Participants: 373Overseas Service Corporation 401(k) Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Overseas Service Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Overseas Service Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Overseas Service Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Acrt Services, Inc. 401(k) Plan in OH ($35M); by covered participants it is Dura Bond Retirement Savings Plan in PA (373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Overseas Service Corporation 401(k) Plan and Trust assets move in 2024? ▼
Overseas Service Corporation 401(k) Plan and Trust grew sharply - up 15.7% during 2024, from $30M to $35M. Reported net income was $5M.
How have Overseas Service Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Overseas Service Corporation's sponsor-wide assets grew 43.6%, from $25M to $35M.
Where does Overseas Service Corporation 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Overseas Service Corporation 401(k) Plan and Trust ranks in the 80th 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 Overseas Service Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acrt Services, Inc. 401(k) Plan in OH ($35M, 1,258 participants).
Which 401(k) plans cover a similar participant headcount to Overseas Service Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (373 participants, $29M 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 530215173.

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.