401(k) · DOL Form 5500 · 2024
James B. Oswald Company 401(k) Plan
Data updated 2026-08-11
- $212M
- Total assets
- 747
- Participants
- 94th
- Percentile by assets
- $283,748
- Avg per participant
Official DOL plan name: The Unison Risk Advisors 401(k) Plan and Trust · Sponsored by James B. Oswald Company · Ohio · Finance & Insurance
$212M in assets, 747 participants
James B. Oswald Company's The Unison Risk Advisors 401(k) Plan and Trust reported $212M in total assets and 747 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,794 in Finance & Insurance (8,549 peers)
Where The Unison Risk Advisors 401(k) Plan and Trust sits by assets
The Unison Risk Advisors 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $212M for 747 participants (~$283,748/participant), up 8.0% in 2024.
- $212M
- total plan assets (2024 EOY)
- 747
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $283,748
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Unison Risk Advisors 401(k) Plan and Trust reported participants rose from 618 in the plan year 2023 filing to 747 in the plan year 2024 filing.
- The Unison Risk Advisors 401(k) Plan and Trust reported net income rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Unison Risk Advisors 401(k) Plan and Trust end-of-year assets rose from $196M in the plan year 2023 filing to $212M in the plan year 2024 filing.
The Unison Risk Advisors 401(k) Plan and Trust vs the 2024 asset distribution
By assets, The Unison Risk Advisors 401(k) Plan and Trust outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $196M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | $23M |
| Employer EIN | 340445620 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James B. Oswald Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $169M |
| 2023 | 1 | 618 | $196M |
| 2024 | 1 | 747 | $212M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Unison Risk Advisors 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Unison Risk Advisors 401(k) Plan and Trust by total assets, not by location.
- Ukpeagvik Inupiat Corporation Employees' Retirement Plan (AK) $212M · 3,063
- Foundation Health Partners 401(k) Plan (AK) $212M · 1,870
- National Account Service Company 401(k) Savings Plan (GA) $212M · 423
- Transform 401(k) Savings Plan (IL) $212M · 5,777
Frequently Asked Questions
How did The Unison Risk Advisors 401(k) Plan and Trust assets move in 2024? ▼
How have James B. Oswald Company plan assets changed over time? ▼
Where does The Unison Risk Advisors 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Unison Risk Advisors 401(k) Plan and Trust? ▼
Next read for The Unison Risk Advisors 401(k) Plan and…
Scale reading
Ways to act on The Unison Risk Advisors 401(k) Plan and Trust's numbers.
- By total assets, The Unison Risk Advisors 401(k) Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- James B. Oswald Company's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Finance & Insurance plans