401(k) · DOL Form 5500 · 2024

Osthoff Management Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
247
Participants Below avg headcount
39th
Percentile by assets National rank
$17,367
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Osthoff Resort Savings Plan · Sponsored by Osthoff Management Company · Wisconsin · Food Services & Accommodation

$4M in assets, 247 participants

Osthoff Management Company's The Osthoff Resort Savings Plan reported $4M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,728 in Food Services & Accommodation (3,672 peers)

Coverage in Wisconsin

The Osthoff Resort Savings Plan covers 247 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#2,728
in Food Services & Accommodation (3,672 peers)
+27.2%
assets growth YoY

The Osthoff Resort Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Osthoff Resort Savings Plan vs every filed plan by assets

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

$4,289,740 39th percentile higher than 39% 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

The Osthoff Resort Savings 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. The Osthoff Resort Savings Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Osthoff Resort Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Osthoff Resort Savings Plan reported net income rose from $807K in the plan year 2023 filing to $918K in the plan year 2024 filing.
  • The Osthoff Resort Savings Plan reported participants fell from 251 in the plan year 2023 filing to 247 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391808827 · Osthoff Management Company PY 2024 · 401(k)

The Osthoff Resort Savings Plan · $4M · 247 · 39th

  • PART $4M
  • PART 247
  • PART 39th
  • PART 401(k)
  • PART near Harber-Laman Management Company 401(k) Plan
  • PART ind #2728

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

The Osthoff Resort Savings Plan in the asset neighbourhood

The Osthoff Resort Savings PlanThe Osthoff Resort Savings P…$4MHarber-Laman Management Company 401(k) PlanHarber-Laman Management Comp…$4MNephrology of North Alabama, PC 401(k) Profit Sharing PlanNephrology of North Alabama,…$4MMetco Treating & Development Company 401(k) and Profit Sharing PlanMetco Treating & Development…$4MHoward Kane Plumbing Co 401(k) PlanHoward Kane Plumbing Co 401(…$4M
End-of-year total assets ($M) among The Osthoff Resort Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$918K
Employer EIN391808827
Plan Effective Date1995-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Osthoff Management Company)

Sponsor-wide plan assets over time

All Osthoff Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 67.30511672676755% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.56M $4.29M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 222 $3M
2023 1 251 $3M
2024 1 247 $4M

Nearby 401(k) Plans in Wisconsin

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

The Osthoff Resort Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Osthoff Resort Savings Plan, Total assets ($B): 0.00428974 · Participants: 247The Osthoff Resort Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Osthoff Resort Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Osthoff Resort Savings Plan side-by-side with 3 peers →

The Osthoff Resort Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Harber-Laman Management Company 401(k) Plan in TN ($4M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 The Osthoff Resort Savings Plan assets move in 2024? ▼
The Osthoff Resort Savings Plan grew sharply - up 27.2% during 2024, from $3M to $4M. Reported net income was $918K.
How have Osthoff Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osthoff Management Company's sponsor-wide assets grew 67.3%, from $3M to $4M.
Which 401(k) plans are similar in size to The Osthoff Resort Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harber-Laman Management Company 401(k) Plan in TN ($4M, 345 participants).
Which 401(k) plans cover a similar participant headcount to The Osthoff Resort Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 participants, N/A 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 391808827.

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.