Plan Ledger DOL Form 5500 · updated monthly

The Osborne Assoc Inc403(b)

SUPPLEMENTAL 403(B) THRIFT PLAN OF THE OSBORNE ASSOCIATION, INC. · BRONX, NY · plan year 2022

Reported admin expense ratio · 2022
0.09%

The Osborne Assoc Inc reported $7,369 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. 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.

Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,002nd of 5,648), and 6,653rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$7,509,095
Participants with balances167
Active participants375
Employer contributions—
Employee contributions$761,625
Employer contribution per active participant—
Average account balance$44,965
Benefits paid to participants$170,327
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 179 accts
2023$7.2M · 159 accts
2022$7.5M · 167 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,369
Total administrative$7,369
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 history3
2024$10,276 · 0.14%
2023$9,926 · 0.14%
2022$7,369 · 0.09%
All plans at this employer2
EMPLOYEE BENEFITS PLAN OF THE OSBORNE ASSOCIATION, INC.Money purchase plan
SUPPLEMENTAL 403(B) THRIFT PLAN OF THE OSBORNE ASSOCIATION, INC.403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
Family Services, Inc. NY$7.6M · 0.98%
Rightway Healthcare, Inc. NY$7.5M · 0.25%
Abilities First, Inc. NY$7.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135563028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.