Money Purchase · DOL Form 5500 · 2024

The Osborne Assoc Inc Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
174
Participants Small participant base
46th
Percentile by assets National rank
$35,182
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefits Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance

$6M in assets, 174 participants

The Osborne Assoc Inc's Employee Benefits Plan of the Osborne Association, Inc. reported $6M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,398 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Employee Benefits Plan of the Osborne Association, Inc. covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,398
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY

Employee Benefits Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefits Plan of the Osborne Association, Inc. vs every filed plan by assets

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

$6,121,747 46th percentile higher than 46% 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

Employee Benefits Plan of the Osborne Association, Inc. 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. Employee Benefits Plan of the Osborne Association, Inc. sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefits Plan of the Osborne Association, Inc. reported net income rose from -$448K in the plan year 2023 filing to $646K in the plan year 2024 filing.
  • Employee Benefits Plan of the Osborne Association, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Employee Benefits Plan of the Osborne Association, Inc. reported participants fell from 176 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 135563028 · The Osborne Assoc Inc PY 2024 · Money Purchase

Employee Benefits Plan of the Osborne Association, Inc. · $6M · 174 · 46th

  • BOOK $6M
  • BOOK 174
  • BOOK 46th
  • BOOK Money Purchase
  • BOOK near Service Employees Intl Union Local 2000 Pension Fund
  • BOOK ind #8398

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 →

Employee Benefits Plan of the Osborne Association, Inc. in the asset neighbourhood

Mississippi County Arkansas Economic Opportunity Commission, Inc. PensionMississippi County Arkansas …$6MIncentive Planning Corp. Retirement PlanIncentive Planning Corp. Ret…$6MEmployee Benefits Plan of the Osborne Association, Inc.Employee Benefits Plan of th…$6MService Employees Intl Union Local 2000 Pension FundService Employees Intl Union…$6MPeterson Trucks, Inc. Pension PlanPeterson Trucks, Inc. Pensio…$6M
End-of-year total assets ($M) among Employee Benefits Plan of the Osborne Association, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$646K
Employer EIN135563028
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Osborne Assoc Inc)

Sponsor-wide plan assets over time

All The Osborne Assoc Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 0.2957442516092963% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M 202220232024 $13.4M $13.4M ▼ -0.3%
Year Plans Participants Total Assets
2022 2 505 $13M
2023 2 518 $13M
2024 2 499 $13M

Nearby Money Purchase Plans in New York

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

Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Employee Benefits Plan of the Osborne Association, Inc., Total assets ($B): 0.006121747 · Participants: 174Employee Benefits Plan of the Osborne Association, Inc.Tiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Employee Benefits Plan of the Osborne Association, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Employee Benefits Plan of the Osborne Association, Inc. side-by-side with 3 peers →

Employee Benefits Plan of the Osborne Association, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Service Employees Intl Union Local 2000 Pension Fund in MO ($6M); by covered participants it is Retirement Plan for Prior Alcon Employees in NJ (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Employee Benefits Plan of the Osborne Association, Inc. assets move in 2024? ▼
Employee Benefits Plan of the Osborne Association, Inc. grew at a solid clip - up 11.8% during 2024, from $5M to $6M. Reported net income was $646K.
How have The Osborne Assoc Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Osborne Assoc Inc's sponsor-wide assets declined 0.3%, from $13M to $13M.
Which Money Purchase plans are similar in size to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by assets is Service Employees Intl Union Local 2000 Pension Fund in MO ($6M, 167 participants).
Which Money Purchase plans cover a similar participant headcount to Employee Benefits Plan of the Osborne Association, Inc.? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Prior Alcon Employees in NJ (174 participants, $57M 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 135563028.

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.