Department of Labor filing

OSAGE INDUSTRIES, INC.

OSAGE INDUSTRIES 401K PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jun 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,206

Reported employer contributions per active participant.

Higher than about 93% of comparable plans

#People in the filing

138

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$304 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 12% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $1,487 · based on 210 comparable plans

Lower reported administrative expense12th percentileTypical peer $149 · based on 216 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OSAGE INDUSTRIES, INC. reported $580,394 in employer contributions across the plan and 138 active participants. That works out to $4,206 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 304.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $580,394
Participant contributions: $567,561
Other contributions: $25,062
Employer share of reported contributions: 50.6%
Beginning assets: $21,169,505
Ending assets: $23,543,441
Ending net assets: $23,543,441
Ending liabilities: $0
Total income: $4,598,696
Total expenses: $2,224,760
Administrative expenses: $44,039
Participant loans: $250,407

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,994

2023

$4,263

2024

$4,206

Plan-paid administrative expenses per participant

2022

$75

2023

$345

2024

$304

Active participants

2022

111

2023

115

2024

138

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,206	138	23.5M	20250602150455NAL0010159217001
2023	$4,263	115	21.2M	20240726104306NAL0010115395001
2022	$3,994	111	18.5M	20230530104351NAL0036225538001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 431478289-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1996
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K3D

Current plan terms

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Filing ACK_ID20250602150455NAL0010159217001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗