Osi Ashland Pmu Employees' Savings Plan — Form 5500 plan (Osi Industries, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Osi Ashland Pmu Employees' Savings Plan is a benefit plan reported by Osi Industries, LLC under EIN 52-2399960 and plan number 004. The latest loaded filing year is 2023. The filing reports 398 participants and $3,715,962 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,715,962
Participants398Covered participants reported
Assets / participant$9.3KComputed: assets ÷ participants$9,337 (computed)
Provider compensation$16.8K2 Schedule C provider row(s)$16,844
Plan sponsor
Osi Industries, LLC
EIN
52-2399960
Plan number
004
Plan type
2
Location
Aurora, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    398 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$281.4K
Benefits paid / distributions$264.1K
Contributions
Employer$232.7K
Participant$495.6K
Full reported line items

Net assets

Total assets (EOY)
$3,715,962
Total liabilities (EOY)
$0
Net assets (EOY)
$3,715,962
Net assets (BOY)
$2,849,815

Income & contributions

Employer contributions
$232,714
Participant contributions
$495,629
Total contributions
$748,658
Total income / additions
$1,147,530

Expenses & distributions

Benefits paid
$264,116
Administrative expenses
$17,267
Total expenses
$281,383
Net increase / (decrease)
$866,147
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $16.8K
  2. 2
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages