Defined Benefit (Pension) · DOL Form 5500 · 2024

Denice Osbourne, PLLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Denice Osbourne, PLLC Defined Benefit Plan · Sponsored by Denice Osbourne, PLLC · Arizona · Real Estate

$2M in assets, 2 participants

Denice Osbourne, PLLC's Denice Osbourne, PLLC Defined Benefit Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,338 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Denice Osbourne, PLLC Defined Benefit Plan ranks #2,338 of 4,605 2024 filers by assets (1095% of the sector average)-$2M for 2 participants.

#2,338
in Real Estate (4,605 peers)
+12.5%
assets growth YoY

Denice Osbourne, PLLC Defined Benefit Plan among the smaller filed plans by assets

Denice Osbourne, PLLC Defined Benefit Plan vs every filed plan by assets

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

$2,372,336 31st percentile higher than 31% 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

Denice Osbourne, PLLC Defined Benefit Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Denice Osbourne, PLLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Denice Osbourne, PLLC Defined Benefit Plan reported net income rose from -$187K in the plan year 2023 filing to $264K in the plan year 2024 filing.
  • Denice Osbourne, PLLC Defined Benefit Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463914436 · Denice Osbourne, PLLC PY 2024 · Defined Benefit (Pension)

Denice Osbourne, PLLC Defined Benefit Plan · $2M · 2 · 31st

  • RANK $2M
  • RANK 2
  • RANK 31st
  • RANK Defined Benefit (Pension)
  • RANK near Saxon Energy, Inc. Pension Plan
  • RANK ind #2338

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 Real Estate retirement plans → · Plans in Arizona →

Denice Osbourne, PLLC Defined Benefit Plan in the asset neighbourhood

Christopher Grivakes, a Professional Corporation Defined Benefit Pension PlanChristopher Grivakes, a Prof…$2MDenice Osbourne, PLLC Defined Benefit PlanDenice Osbourne, PLLC Define…$2MSaxon Energy, Inc. Pension PlanSaxon Energy, Inc. Pension P…$2MAffordable Property Management Cash Balance PlanAffordable Property Manageme…$2MKirra, L.L.C. Cash Balance Pension PlanKirra, L.L.C. Cash Balance P…$2M
End-of-year total assets ($M) among Denice Osbourne, PLLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$264K
Employer EIN463914436
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Denice Osbourne, PLLC)

Sponsor-wide plan assets over time

All Denice Osbourne, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.7739133934250253% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.29M $2.37M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Denice Osbourne, PLLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Denice Osbourne, PLLC Defined Benefit Plan, Total assets ($B): 0.002372336 · Participants: 2Denice Osbourne, PLLC Defined Benefit PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Denice Osbourne, PLLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Denice Osbourne, PLLC Defined Benefit Plan side-by-side with 3 peers →

Denice Osbourne, PLLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Saxon Energy, Inc. Pension Plan in LA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Denice Osbourne, PLLC Defined Benefit Plan assets move in 2024? ▼
Denice Osbourne, PLLC Defined Benefit Plan grew at a solid clip - up 12.5% during 2024, from $2M to $2M. Reported net income was $264K.
How have Denice Osbourne, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Denice Osbourne, PLLC's sponsor-wide assets grew 3.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Denice Osbourne, PLLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Saxon Energy, Inc. Pension Plan in LA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Denice Osbourne, PLLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 463914436.

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.