Other · DOL Form 5500 · 2024

Oswego Industries, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
114
Participants Small participant base
40th
Percentile by assets National rank
$40,233
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oswego Industries, Inc. Retirement Plan · Sponsored by Oswego Industries, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 114 participants

Oswego Industries, Inc.'s Oswego Industries, Inc. Retirement Plan reported $5M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,263 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Oswego Industries, Inc. Retirement Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $5M.

#7,263
in Healthcare & Social Assistance (16,916 peers)
-5.2%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oswego Industries, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oswego Industries, Inc. Retirement Plan vs every filed plan by assets

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

$4,586,548 40th percentile higher than 40% 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

Oswego Industries, Inc. Retirement Plan 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. Oswego Industries, Inc. Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oswego Industries, Inc. Retirement Plan reported net income fell from $128K in the plan year 2023 filing to -$252K in the plan year 2024 filing.
  • Oswego Industries, Inc. Retirement Plan reported participants rose from 99 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Oswego Industries, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 162197163 · Oswego Industries, Inc. PY 2024 · Other

Oswego Industries, Inc. Retirement Plan · $5M · 114 · 40th

  • EOY $5M
  • EOY 114
  • EOY 40th
  • EOY Other
  • EOY near Advisewell, Inc. Retirement Savings Plan
  • EOY ind #7263

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 York →

Oswego Industries, Inc. Retirement Plan in the asset neighbourhood

Oswego Industries, Inc. Retirement PlanOswego Industries, Inc. Reti…$5MAdvisewell, Inc. Retirement Savings PlanAdvisewell, Inc. Retirement …$5MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$5MJeremiah Program 403(b) Plan$5MPenney Retirement Community 403(b) PlanPenney Retirement Community …$5M
End-of-year total assets ($M) among Oswego Industries, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$252K
Employer EIN162197163
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oswego Industries, Inc.)

Sponsor-wide plan assets over time

All Oswego Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.662869005520559% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.71M $4.59M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 113 $5M
2023 1 99 $5M
2024 1 114 $5M

Nearby Other Plans in New York

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

Oswego Industries, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oswego Industries, Inc. Retirement Plan, Total assets ($B): 0.004586548 · Participants: 114Oswego Industries, Inc. Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Oswego Industries, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Oswego Industries, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Advisewell, Inc. Retirement Savings Plan in LA ($5M); by covered participants it is Central Christian College 403(b) DC Plan in KS (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Oswego Industries, Inc. Retirement Plan assets move in 2024?
Oswego Industries, Inc. Retirement Plan pulled back noticeably - down 5.2% during 2024, from $5M to $5M. Reported net income was -$252K.
How have Oswego Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oswego Industries, Inc.'s sponsor-wide assets declined 2.7%, from $5M to $5M.
Which Other plans are similar in size to Oswego Industries, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is Advisewell, Inc. Retirement Savings Plan in LA ($5M, 13 participants).
Which Other plans cover a similar participant headcount to Oswego Industries, Inc. Retirement Plan?
Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (114 participants, $7M in assets).