Profit Sharing · DOL Form 5500 · 2024

Oswayo Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1K
Total assets Small plan by assets
23
Participants Small participant base
1st
Percentile by assets National rank
$43
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oswayo Management, Inc. Pension Transfer Trust Plan · Sponsored by Oswayo Management, Inc. · New Jersey · Healthcare & Social Assistance

$1K in assets, 23 participants

Oswayo Management, Inc.'s Oswayo Management, Inc. Pension Transfer Trust Plan reported $1K in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #61 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Oswayo Management, Inc. Pension Transfer Trust Plan holds $1K for 23 participants - about $43 per participant, among the smaller plans by assets on file.

#61
in Healthcare & Social Assistance (16,916 peers)
+0.0%
assets growth YoY

Oswayo Management, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Oswayo Management, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$1,000 1st percentile higher than 1% 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

Oswayo Management, Inc. Pension Transfer Trust Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oswayo Management, Inc. Pension Transfer Trust Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oswayo Management, Inc. Pension Transfer Trust Plan reported participants fell from 24 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205182194 · Oswayo Management, Inc. PY 2024 · Profit Sharing

Oswayo Management, Inc. Pension Transfer Trust Plan · $1K · 23 · 1st

  • 5500 $1K
  • ASSETS 23
  • PCT 1st
  • EIN Profit Sharing
  • RANK near The Royster Agency Inc. Retirement Plan
  • PHOTO ind #61

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 Jersey →

Oswayo Management, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Oswayo Management, Inc. Pension Transfer Trust PlanOswayo Management, Inc. Pens…$1KThe Royster Agency Inc. Retirement PlanThe Royster Agency Inc. Reti…$1KV-Nyne Inc. Retirement Plan$1KLive Oak Coffee Company Retirement PlanLive Oak Coffee Company Reti…$1KTzar Mlt Inc Retirement Plan$1K
End-of-year total assets ($M) among Oswayo Management, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1K
Net Assets (End of Year)$1K
Employer EIN205182194
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswayo Management, Inc.)

Sponsor-wide plan assets over time

All Oswayo Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1K 0% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 16 $1K
2023 1 24 $1K
2024 1 23 $1K

Nearby Profit Sharing Plans in New Jersey

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

Oswayo Management, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Oswayo Management, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000001 · Participants: 23Oswayo Management, Inc. Pension Transfer Trust PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Oswayo Management, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Oswayo Management, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Oswayo Management, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is The Royster Agency Inc. Retirement Plan in MD ($1K); by covered participants it is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1K here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Oswayo Management, Inc. Pension Transfer Trust Plan assets move in 2024? ▼
Oswayo Management, Inc. Pension Transfer Trust Plan held essentially flat - up 0.0% during 2024, from $1K to $1K.
How have Oswayo Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oswayo Management, Inc.'s sponsor-wide assets grew 0.0%, from $1K to $1K.
Where does Oswayo Management, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Oswayo Management, Inc. Pension Transfer Trust Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Oswayo Management, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Royster Agency Inc. Retirement Plan in MD ($1K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Oswayo Management, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 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 205182194.

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.