ESOP · DOL Form 5500 · 2024

Osborne Industries Inc ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
54
Participants Small participant base
54th
Percentile by assets National rank
$171,395
Avg per participant Above avg balance/head
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Official DOL plan name: Osborne Industries Inc Employee Stock Ownership Plan and Trust · Sponsored by Osborne Industries Inc · Kansas · Manufacturing

$9M in assets, 54 participants

Osborne Industries Inc's Osborne Industries Inc Employee Stock Ownership Plan and Trust reported $9M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,004 in Manufacturing (17,777 peers)

What the 2024 filing shows

Osborne Industries Inc Employee Stock Ownership Plan and Trust holds $9M for 54 participants - about $171,395 per participant, above the median plan by assets.

#7,004
in Manufacturing (17,777 peers)
-7.8%
assets change YoY

The plan reported a net loss of $578K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osborne Industries Inc Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Osborne Industries Inc Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$9,255,354 Top 46% higher than 54% 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

Osborne Industries Inc Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osborne Industries Inc Employee Stock Ownership Plan and Trust is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osborne Industries Inc Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$578K in the plan year 2024 filing.
  • Osborne Industries Inc Employee Stock Ownership Plan and Trust reported participants fell from 65 in the plan year 2023 filing to 54 in the plan year 2024 filing.
  • Osborne Industries Inc Employee Stock Ownership Plan and Trust end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 480803338 · Osborne Industries Inc PY 2024 · ESOP

Osborne Industries Inc Employee Stock Ownership Plan and Trust · $9M · 54 · 54th

  • EBSA $9M
  • EBSA 54
  • EBSA 54th
  • EBSA ESOP
  • EBSA near Sebago Technics Employee Stock Ownership Plan
  • EBSA ind #7004

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 What is an ESOP? → · Plans in Kansas →

Osborne Industries Inc Employee Stock Ownership Plan and Trust in the asset neighbourhood

Condor Capital Management Employee Stock Ownership PlanCondor Capital Management Em…$9MOsborne Industries Inc Employee Stock Ownership Plan and TrustOsborne Industries Inc Emplo…$9MSebago Technics Employee Stock Ownership PlanSebago Technics Employee Sto…$9MAsg Holdings Employee Stock Ownership PlanAsg Holdings Employee Stock …$9MSomerville, Inc. Employee Stock Ownership PlanSomerville, Inc. Employee St…$9M
End-of-year total assets ($M) among Osborne Industries Inc Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$578K
Employer EIN480803338
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osborne Industries Inc)

Sponsor-wide plan assets over time

All Osborne Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.1355806038087053% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.97M $9.26M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 64 $9M
2023 1 65 $10M
2024 1 54 $9M

Nearby ESOP Plans in Kansas

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

Osborne Industries Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Osborne Industries Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 9.255354 · Participants: 54Osborne Industries Inc Employee Stock Ownership Plan and TrustHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Osborne Industries Inc Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Osborne Industries Inc Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Osborne Industries Inc Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Sebago Technics Employee Stock Ownership Plan in ME ($9M); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Osborne Industries Inc Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Osborne Industries Inc Employee Stock Ownership Plan and Trust pulled back noticeably - down 7.8% during 2024, from $10M to $9M. Reported net income was -$578K.
How have Osborne Industries Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osborne Industries Inc's sponsor-wide assets grew 3.1%, from $9M to $9M.
Which ESOP plans are similar in size to Osborne Industries Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sebago Technics Employee Stock Ownership Plan in ME ($9M, 87 participants).
Which ESOP plans cover a similar participant headcount to Osborne Industries Inc Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Schoeneman's Employee Stock Ownership Plan in SD (54 participants, $1M 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 480803338.

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.