401(k) · DOL Form 5500 · 2024

Oso Power, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 18
Participants Small participant base: 31st
Percentile by assets National rank: $131,191
Avg per participant Near avg balance/head

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Official DOL plan name: Oso Power Retirement Plan · Sponsored by Oso Power, Inc. · New Mexico · Retail Trade

$2M in assets, 18 participants

Oso Power, Inc.'s Oso Power Retirement Plan reported $2M in total assets and 18 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.

#3,492 in Retail Trade (8,048 peers)

Oso Power, Inc. multi-year trail

Oso Power, Inc.'s plans moved +282.7% in assets from 2022 to 2024; this filing shows Oso Power Retirement Plan at $2M / 18 participants.

#3,492
in Retail Trade (8,048 peers): +20.1%
assets growth YoY

Oso Power Retirement Plan among the smaller filed plans by assets

Oso Power Retirement Plan vs every filed plan by assets

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

$2,361,430 31st percentile higher than 31% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Oso Power Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oso Power Retirement Plan is a small filing (18 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Oso Power Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $414K in the plan year 2024 filing.
Oso Power Retirement 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 →

DOL schedule card

Filing strip 842754149 · Oso Power, Inc. PY 2024 · 401(k)

Oso Power Retirement Plan · $2M · 18 · 31st

ASSETS $2M
PCT 18
EIN 31st
RANK 401(k)
PHOTO near Airo Digital Labs, LLC 401(k) Plan
IND ind #3492

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 Retail Trade retirement plans → · Plans in New Mexico →

End-of-year total assets ($M) among Oso Power Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oso Power, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 282.7022839649229% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$617K
2023	1	18	$2M
2024	1	18	$2M

Oso Power, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$414K
Employer EIN	842754149
Plan Effective Date	2019-08-19
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Oso Power Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $7.2B · 15,926
Triad 401(k) Retirement Plan $2.5B · 11,744
Triad 401(k) Savings Plan $900M · 2,058
Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218

Compare Oso Power Retirement Plan side-by-side with 3 peers →

Oso Power Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Airo Digital Labs, LLC 401(k) Plan in IL ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Airo Digital Labs, LLC 401(k) Plan (IL) $2M · 15
Mercury Broadband, LLC 401(k) Plan (KS) $2M · 399
Paramount Consulting & Engineering 401(k) Profit Sharin (FL) $2M · 97
American Skylights Profit Sharing and 401(k) Plan (TX) $2M · 19

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust (NY) 18 · 0 off
Zimmm, Inc. 401(k) Plan (TN) 18 · 0 off
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan (AL) 18 · 0 off
Milbank Mills 401(k) Profit Sharing Plan & Trust (MO) 18 · 0 off

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 Oso Power Retirement Plan assets move in 2024? ▼

Oso Power Retirement Plan grew sharply - up 20.1% during 2024, from $2M to $2M. Reported net income was $414K.

How have Oso Power, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Oso Power, Inc.'s sponsor-wide assets grew 282.7%, from $617K to $2M.

Which 401(k) plans are similar in size to Oso Power Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Airo Digital Labs, LLC 401(k) Plan in IL ($2M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Oso Power Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 842754149.