Other · DOL Form 5500 · 2024

The Osborne Assoc Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
325
Participants Below avg headcount
49th
Percentile by assets National rank
$22,374
Avg per participant Low balance/head
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Official DOL plan name: Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · Sponsored by The Osborne Assoc Inc · New York · Healthcare & Social Assistance

$7M in assets, 325 participants

The Osborne Assoc Inc's Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported $7M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,105 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. covers 325 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,105
in Healthcare & Social Assistance (16,916 peers)
+1.5%
assets growth YoY

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs every filed plan by assets

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

$7,271,416 49th percentile higher than 49% 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

Supplemental 403(b) Thrift 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. Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported net income rose from -$347K in the plan year 2023 filing to $109K in the plan year 2024 filing.
  • Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. reported participants fell from 342 in the plan year 2023 filing to 325 in the plan year 2024 filing.
  • Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $7M 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 · Other

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. · $7M · 325 · 49th

  • EOY $7M
  • EOY 325
  • EOY 49th
  • EOY Other
  • EOY near The Washington Latin School Defined Contribution Plan
  • EOY ind #9105

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 →

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. in the asset neighbourhood

Cape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity PlanCape Abilities, Inc. 403(b) …$7MSupplemental 403(b) Thrift Plan of the Osborne Association, Inc.Supplemental 403(b) Thrift P…$7MThe Washington Latin School Defined Contribution PlanThe Washington Latin School …$7MRide Connection 403(b) Plan$7MRush-Copley Medical Center 403(b) PlanRush-Copley Medical Center 4…$7M
End-of-year total assets ($M) among Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$109K
Employer EIN135563028
Plan Effective Date1993-07-01
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 Other Plans in New York

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

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Supplemental 403(b) Thrift Plan of the Osborne Association, Inc., Total assets ($B): 0.007271416 · Participants: 325Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.Northwell 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
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. side-by-side with 3 peers →

Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Washington Latin School Defined Contribution Plan in DC ($7M); by covered participants it is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. assets move in 2024? ▼
Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. edged up modestly - up 1.5% during 2024, from $7M to $7M. Reported net income was $109K.
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 Other plans are similar in size to Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.? ▼
Among Other plans in other states, the closest by assets is The Washington Latin School Defined Contribution Plan in DC ($7M, 96 participants).
Which Other plans cover a similar participant headcount to Supplemental 403(b) Thrift Plan of the Osborne Association, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA (325 participants, $7M 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.