Other · DOL Form 5500 · 2024
Oswego County Opportunities, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 521
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $35,136
- Avg per participant Low balance/head
Official DOL plan name: Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · Sponsored by Oswego County Opportunities, Inc. · New York · Healthcare & Social Assistance
$18M in assets, 521 participants
Oswego County Opportunities, Inc.'s Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan reported $18M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,415 in Healthcare & Social Assistance (16,916 peers)
Oswego County Opportunities, Inc. multi-year trail
Oswego County Opportunities, Inc.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan at $18M / 521 participants.
- #12,415
- in Healthcare & Social Assistance (16,916 peers)
- +13.7%
- assets growth YoY
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's outsized position by total assets
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,306,049 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oswego County Opportunities, Inc. Employees' Deferred Annuity 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. Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan sits mid-pack in the medium band (521 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 160979876 · Oswego County Opportunities, Inc. PY 2024 · Other
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan · $18M · 521 · 69th
- PART $18M
- TYPE 521
- NET 69th
- BOOK Other
- VS-ST near Montana State University Foundation 403(b) DC Plan
- BOY ind #12415
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan in the asset neighbourhood
Oswego County Opportunities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oswego County Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 27.981384651964763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $14M |
| 2023 | 1 | 523 | $16M |
| 2024 | 1 | 521 | $18M |
Oswego County Opportunities, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 160979876 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Montana State University Foundation 403(b) DC Plan in MT ($18M); by covered participants it is Bridge Housing Corporation 403(b) Retirement Plan in CA (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (521 participants); asset peers above are excluded.
- Bridge Housing Corporation 403(b) Retirement Plan (CA) 521 · 0 off
- Northeast Kingdom Human Services, Inc. DC Plan (VT) 520 · 1 off
- Great Lakes Community Action Partnership 403(b) Tax Sheltered Annuity Plan (OH) 520 · 1 off
- Section 403(b) Retirement Plan for Arrow Child & Family Ministries (TX) 522 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.