Plan Ledger DOL Form 5500 · updated monthly

Osgood Industries, LLC401(k)

OSGOOD INDUSTRIES, LLC 401(K) EMPLOYEE SAVINGSN PLAN · OLDSMAR, FL · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Osgood Industries, LLC reported $3,906 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,198 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Florida (2,416th of 3,644), and 11,000th of 13,661 in manufacturing. In 2022, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,396,082
Participants with balances85
Active participants89
Employer contributions$106,581
Employee contributions$282,285
Employer contribution per active participant$1,198
Average account balance$63,483
Benefits paid to participants$466,967
Plan auditUnmodified (clean) audit opinion
AuditorFRSCPA, PLLC
The Osgood Industries, LLC 401(k) match · 2022
Employer contribution per active participant$1,198
Median for plans this size$1,114

Osgood Industries, LLC's 2022 employer contribution ran above the $1,114 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,906 · 0.07%
Similar plansManufacturing · Florida
Rybovich Boat Company LLC FL$5.8M · 0.34%
Gq Investments, LLC FL$5.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363067455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.