Plan Ledger DOL Form 5500 · updated monthly

Osborn Drugs, Inc.401(k)

OSBORN DRUGS EMPLOYEE 401(K) PROFIT SHARING PLAN · MIAMI, OK · plan year 2024

Employer contribution per participant · 2024
$1,056

Osborn Drugs, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $27,408,263 across 191 participant accounts, with employer contributions averaging $1,056 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.001% to 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 191st-largest of 724 plans among Oklahoma employers on file, and the 1,125th of 5,215 in retail trade. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 202 to 291 since 2022.

Plan summary
Net assets, end of year$27,408,263
Participants with balances191
Active participants291
Employer contributions$307,323
Employee contributions$728,763
Employer contribution per active participant$1,056
Average account balance$143,499
Benefits paid to participants$834,766
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 191 accts · $307K emplr
2023$24.5M · 179 accts · $303K emplr
2022$20.8M · 179 accts · $308K emplr
The Osborn Drugs, Inc. 401(k) match · 2024
Employer contribution per active participant$1,056
Median for plans this size$2,416
2024$1,056 per active participant
2023$1,587 per active participant
2022$1,525 per active participant

Osborn Drugs, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20242
UBS FINANCIAL SERVICES INCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$175 · 0.00%
2022$150 · 0.00%
Same employer
Similar plansRetail Trade · Oklahoma
Hac, Inc. OK$28.0M · 0.53%
Eskridge Auto Group, Inc. OK$27.7M · 0.23%
Name Brands, Inc. OK$25.0M · 0.01%
Pharmcare USA OK$23.1M · 0.31%
Fowler Holding Company, Inc OK$20.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730802911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.