401(k) · DOL Form 5500 · 2024

James B. Oswald Company 401(k) Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
747
Participants Near avg headcount
94th
Percentile by assets National rank
$283,748
Avg per participant High balance/head
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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.

  • #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.

#7,794
in Finance & Insurance (8,549 peers)
+8.0%
assets growth YoY
2.1×
vs typical plan assets (national mean)

The Unison Risk Advisors 401(k) Plan and Trust's outsized position by total assets

The Unison Risk Advisors 401(k) Plan and Trust vs every filed plan by assets

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

$211,959,981 Top 6% higher than 94% 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 Unison Risk Advisors 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. The Unison Risk Advisors 401(k) Plan and Trust sits mid-pack in the medium band (747 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340445620 · James B. Oswald Company PY 2024 · 401(k)

The Unison Risk Advisors 401(k) Plan and Trust · $212M · 747 · 94th

  • ASSETS $212M
  • PCT 747
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Ukpeagvik Inupiat Corporation Employees' Retirement Plan
  • IND ind #7794

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 Finance & Insurance retirement plans → · Plans in Ohio →

The Unison Risk Advisors 401(k) Plan and Trust in the asset neighbourhood

Transform 401(k) Savings Plan$212MNational Account Service Company 401(k) Savings PlanNational Account Service Com…$212MThe Unison Risk Advisors 401(k) Plan and TrustThe Unison Risk Advisors 401…$212MUkpeagvik Inupiat Corporation Employees' Retirement PlanUkpeagvik Inupiat Corporatio…$212MFoundation Health Partners 401(k) PlanFoundation Health Partners 4…$212M
End-of-year total assets ($M) among The Unison Risk Advisors 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)$196M
Net Assets (End of Year)$212M
Net Income$23M
Employer EIN340445620
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James B. Oswald Company)

Sponsor-wide plan assets over time

All James B. Oswald Company plans reported in each filing year

Latest sponsor-wide plan assets
$212M 25.4044144819085% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $212M ▲ +25.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Unison Risk Advisors 401(k) Plan and Trust, Total assets ($B): 0.211959981 · Participants: 747The Unison Risk Advisors 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Unison Risk Advisors 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Unison Risk Advisors 401(k) Plan and Trust side-by-side with 3 peers →

The Unison Risk Advisors 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ukpeagvik Inupiat Corporation Employees' Retirement Plan in AK ($212M); by covered participants it is Hecla Mining Company Capital Accumulation Plan in ID (747 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($212M here).

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Unison Risk Advisors 401(k) Plan and Trust assets move in 2024? ▼
The Unison Risk Advisors 401(k) Plan and Trust grew at a solid clip - up 8.0% during 2024, from $196M to $212M. Reported net income was $23M.
How have James B. Oswald Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James B. Oswald Company's sponsor-wide assets grew 25.4%, from $169M to $212M.
Where does The Unison Risk Advisors 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
The Unison Risk Advisors 401(k) Plan and Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Unison Risk Advisors 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ukpeagvik Inupiat Corporation Employees' Retirement Plan in AK ($212M, 3,063 participants).
Which 401(k) plans cover a similar participant headcount to The Unison Risk Advisors 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hecla Mining Company Capital Accumulation Plan in ID (747 participants, $163M 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 340445620.

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.