401(k) · DOL Form 5500 · 2024

Osaic, Inc 401(k) Plan

Data updated 2026-08-25

$353M
Total assets Above avg plan size
2,489
Participants Above avg headcount
96th
Percentile by assets National rank
$141,969
Avg per participant Near avg balance/head
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Official DOL plan name: Osaic, Inc. Profit Sharing & 401(k) Plan · Sponsored by Osaic, Inc · Arizona · Finance & Insurance

$353M in assets, 2,489 participants

Osaic, Inc's Osaic, Inc. Profit Sharing & 401(k) Plan reported $353M in total assets and 2,489 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,012 in Finance & Insurance (8,549 peers)

Coverage in Arizona

Osaic, Inc. Profit Sharing & 401(k) Plan covers 2,489 participants in Arizona, 4.4x the typical Arizona plan (state average ~564 per filing). Assets: $353M.

#8,012
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Osaic, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets

Osaic, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$353,360,469 Top 4% higher than 96% 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

Osaic, Inc. Profit Sharing & 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osaic, Inc. Profit Sharing & 401(k) Plan lands in the large band (2,489 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Osaic, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $302M in the plan year 2023 filing to $353M in the plan year 2024 filing.
  • Osaic, Inc. Profit Sharing & 401(k) Plan reported net income fell from $61M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Osaic, Inc. Profit Sharing & 401(k) Plan reported participants rose from 2,427 in the plan year 2023 filing to 2,489 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860623854 · Osaic, Inc PY 2024 · 401(k)

Osaic, Inc. Profit Sharing & 401(k) Plan · $353M · 2,489 · 96th

  • RANK $353M
  • PHOTO 2,489
  • IND 96th
  • EOY 401(k)
  • 5500 near Boston Beer Company 401(k) Plan
  • ASSETS ind #8012

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 Arizona →

Osaic, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Matthews International Corporation 401(k) PlanMatthews International Corpo…$353MBoston Beer Company 401(k) PlanBoston Beer Company 401(k) P…$353MOsaic, Inc. Profit Sharing & 401(k) PlanOsaic, Inc. Profit Sharing &…$353MRetina Consultants of America 401(k) PlanRetina Consultants of Americ…$353MKci Holding USA, Inc. 401(k) PlanKci Holding USA, Inc. 401(k)…$353M
End-of-year total assets ($M) among Osaic, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$302M
Net Assets (End of Year)$353M
Net Income$51M
Employer EIN860623854
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Osaic, Inc)

Sponsor-wide plan assets over time

All Osaic, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$353M 66.0231129275443% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $213M $353M ▲ +66.0%
Year Plans Participants Total Assets
2022 1 1,997 $213M
2023 1 2,427 $302M
2024 1 2,489 $353M

Nearby 401(k) Plans in Arizona

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

Osaic, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants Osaic, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.353360469 · Participants: 2489Osaic, Inc. Profit Sharing & 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Osaic, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Osaic, Inc. Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Osaic, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Boston Beer Company 401(k) Plan in MA ($353M); by covered participants it is Goodwill Industries of South Florida Inc 401(k) Plan in FL (2,487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($353M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,489 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 Osaic, Inc. Profit Sharing & 401(k) Plan assets move in 2024? ▼
Osaic, Inc. Profit Sharing & 401(k) Plan grew sharply - up 17.0% during 2024, from $302M to $353M. Reported net income was $51M.
How have Osaic, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Osaic, Inc's sponsor-wide assets grew 66.0%, from $213M to $353M.
Where does Osaic, Inc. Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Osaic, Inc. Profit Sharing & 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Osaic, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Beer Company 401(k) Plan in MA ($353M, 2,659 participants).
Which 401(k) plans cover a similar participant headcount to Osaic, Inc. Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of South Florida Inc 401(k) Plan in FL (2,487 participants, $14M 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 860623854.

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.