Osborn Heirs Company
Plan context: Osborn Heirs Company Ltd 401(K) Plan
EIN 74-2339959 • San Antonio, TX • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$2,090,506
2024 Contributions
$522,086
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Osborn Heirs Company Ltd 401(K) Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 25 | $2,090,506 | $522,086 | $20,883iApproximate average salary by contribution assumption: employee only about $522,086 at 4% or $348,057 at 6%; with 50% employer match about $348,057 at 4% or $232,038 at 6%; with 100% employer match about $261,043 at 4% or $174,029 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 25 | $2,090,506 | $262,838 | $10,514iApproximate average salary by contribution assumption: employee only about $262,838 at 4% or $175,225 at 6%; with 50% employer match about $175,225 at 4% or $116,817 at 6%; with 100% employer match about $131,419 at 4% or $87,613 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 0 | $0 | $259,248 | - |
| 2022 | 2 | 56 | $7,782,318 | $470,810 | $8,407iApproximate average salary by contribution assumption: employee only about $210,183 at 4% or $140,122 at 6%; with 50% employer match about $140,122 at 4% or $93,415 at 6%; with 100% employer match about $105,092 at 4% or $70,061 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 56 | $4,576,957 | $300,000 | $5,357iApproximate average salary by contribution assumption: employee only about $133,929 at 4% or $89,286 at 6%; with 50% employer match about $89,286 at 4% or $59,524 at 6%; with 100% employer match about $66,964 at 4% or $44,643 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 29 | $3,205,361 | $170,810 | $5,890iApproximate average salary by contribution assumption: employee only about $147,250 at 4% or $98,167 at 6%; with 50% employer match about $98,167 at 4% or $65,444 at 6%; with 100% employer match about $73,625 at 4% or $49,083 at 6%. |
| 2021 | 2 | 56 | $9,285,794 | $360,171 | $6,432iApproximate average salary by contribution assumption: employee only about $160,791 at 4% or $107,194 at 6%; with 50% employer match about $107,194 at 4% or $71,463 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 56 | $5,139,328 | $204,000 | $3,643iApproximate average salary by contribution assumption: employee only about $91,071 at 4% or $60,714 at 6%; with 50% employer match about $60,714 at 4% or $40,476 at 6%; with 100% employer match about $45,536 at 4% or $30,357 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 36 | $4,146,466 | $156,171 | $4,338iApproximate average salary by contribution assumption: employee only about $108,452 at 4% or $72,301 at 6%; with 50% employer match about $72,301 at 4% or $48,201 at 6%; with 100% employer match about $54,226 at 4% or $36,151 at 6%. |
| 2020 | 2 | 57 | $8,821,074 | $277,800 | $4,874iApproximate average salary by contribution assumption: employee only about $121,842 at 4% or $81,228 at 6%; with 50% employer match about $81,228 at 4% or $54,152 at 6%; with 100% employer match about $60,921 at 4% or $40,614 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 57 | $4,789,840 | $121,125 | $2,125iApproximate average salary by contribution assumption: employee only about $53,125 at 4% or $35,417 at 6%; with 50% employer match about $35,417 at 4% or $23,611 at 6%; with 100% employer match about $26,563 at 4% or $17,708 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 37 | $4,031,234 | $156,675 | $4,234iApproximate average salary by contribution assumption: employee only about $105,861 at 4% or $70,574 at 6%; with 50% employer match about $70,574 at 4% or $47,050 at 6%; with 100% employer match about $52,931 at 4% or $35,287 at 6%. |
| 2019 | 2 | 62 | $9,752,203 | $353,043 | $5,694iApproximate average salary by contribution assumption: employee only about $142,356 at 4% or $94,904 at 6%; with 50% employer match about $94,904 at 4% or $63,269 at 6%; with 100% employer match about $71,178 at 4% or $47,452 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 42 | $5,031,294 | $188,043 | $4,477iApproximate average salary by contribution assumption: employee only about $111,930 at 4% or $74,620 at 6%; with 50% employer match about $74,620 at 4% or $49,747 at 6%; with 100% employer match about $55,965 at 4% or $37,310 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 62 | $4,720,909 | $165,000 | $2,661iApproximate average salary by contribution assumption: employee only about $66,532 at 4% or $44,355 at 6%; with 50% employer match about $44,355 at 4% or $29,570 at 6%; with 100% employer match about $33,266 at 4% or $22,177 at 6%. |
| 2018 | 2 | 62 | $9,821,461 | $202,243 | $3,262iApproximate average salary by contribution assumption: employee only about $81,550 at 4% or $54,366 at 6%; with 50% employer match about $54,366 at 4% or $36,244 at 6%; with 100% employer match about $40,775 at 4% or $27,183 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 42 | $5,502,085 | $164,323 | $3,912iApproximate average salary by contribution assumption: employee only about $97,811 at 4% or $65,208 at 6%; with 50% employer match about $65,208 at 4% or $43,472 at 6%; with 100% employer match about $48,906 at 4% or $32,604 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 62 | $4,319,376 | $37,920 | $612iApproximate average salary by contribution assumption: employee only about $15,290 at 4% or $10,194 at 6%; with 50% employer match about $10,194 at 4% or $6,796 at 6%; with 100% employer match about $7,645 at 4% or $5,097 at 6%. |
| 2017 | 2 | 64 | $11,405,473 | $189,819 | $2,966iApproximate average salary by contribution assumption: employee only about $74,148 at 4% or $49,432 at 6%; with 50% employer match about $49,432 at 4% or $32,955 at 6%; with 100% employer match about $37,074 at 4% or $24,716 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 45 | $6,257,614 | $189,819 | $4,218iApproximate average salary by contribution assumption: employee only about $105,455 at 4% or $70,303 at 6%; with 50% employer match about $70,303 at 4% or $46,869 at 6%; with 100% employer match about $52,728 at 4% or $35,152 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 64 | $5,147,859 | $0 | - |
| 2016 | 2 | 65 | $10,941,843 | $398,067 | $6,124iApproximate average salary by contribution assumption: employee only about $153,103 at 4% or $102,068 at 6%; with 50% employer match about $102,068 at 4% or $68,046 at 6%; with 100% employer match about $76,551 at 4% or $51,034 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 50 | $6,032,001 | $192,067 | $3,841iApproximate average salary by contribution assumption: employee only about $96,034 at 4% or $64,022 at 6%; with 50% employer match about $64,022 at 4% or $42,682 at 6%; with 100% employer match about $48,017 at 4% or $32,011 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 65 | $4,909,842 | $206,000 | $3,169iApproximate average salary by contribution assumption: employee only about $79,231 at 4% or $52,821 at 6%; with 50% employer match about $52,821 at 4% or $35,214 at 6%; with 100% employer match about $39,615 at 4% or $26,410 at 6%. |
| 2015 | 2 | 66 | $10,259,939 | $718,666 | $10,889iApproximate average salary by contribution assumption: employee only about $272,222 at 4% or $181,481 at 6%; with 50% employer match about $181,481 at 4% or $120,988 at 6%; with 100% employer match about $136,111 at 4% or $90,741 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 52 | $5,497,010 | $367,666 | $7,071iApproximate average salary by contribution assumption: employee only about $176,763 at 4% or $117,842 at 6%; with 50% employer match about $117,842 at 4% or $78,561 at 6%; with 100% employer match about $88,381 at 4% or $58,921 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 66 | $4,762,929 | $351,000 | $5,318iApproximate average salary by contribution assumption: employee only about $132,955 at 4% or $88,636 at 6%; with 50% employer match about $88,636 at 4% or $59,091 at 6%; with 100% employer match about $66,477 at 4% or $44,318 at 6%. |
| 2014 | 2 | 70 | $10,582,672 | $919,739 | $13,139iApproximate average salary by contribution assumption: employee only about $328,478 at 4% or $218,985 at 6%; with 50% employer match about $218,985 at 4% or $145,990 at 6%; with 100% employer match about $164,239 at 4% or $109,493 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 52 | $5,769,036 | $554,439 | $10,662iApproximate average salary by contribution assumption: employee only about $266,557 at 4% or $177,705 at 6%; with 50% employer match about $177,705 at 4% or $118,470 at 6%; with 100% employer match about $133,279 at 4% or $88,852 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 70 | $4,813,636 | $365,300 | $5,219iApproximate average salary by contribution assumption: employee only about $130,464 at 4% or $86,976 at 6%; with 50% employer match about $86,976 at 4% or $57,984 at 6%; with 100% employer match about $65,232 at 4% or $43,488 at 6%. |
| 2013 | 2 | 69 | $9,688,769 | $983,009 | $14,247iApproximate average salary by contribution assumption: employee only about $356,163 at 4% or $237,442 at 6%; with 50% employer match about $237,442 at 4% or $158,295 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 48 | $5,055,876 | $637,009 | $13,271iApproximate average salary by contribution assumption: employee only about $331,776 at 4% or $221,184 at 6%; with 50% employer match about $221,184 at 4% or $147,456 at 6%; with 100% employer match about $165,888 at 4% or $110,592 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 69 | $4,632,893 | $346,000 | $5,014iApproximate average salary by contribution assumption: employee only about $125,362 at 4% or $83,575 at 6%; with 50% employer match about $83,575 at 4% or $55,717 at 6%; with 100% employer match about $62,681 at 4% or $41,787 at 6%. |
| 2012 | 2 | 47 | $7,906,744 | $1,110,898 | $23,636iApproximate average salary by contribution assumption: employee only about $590,903 at 4% or $393,935 at 6%; with 50% employer match about $393,935 at 4% or $262,624 at 6%; with 100% employer match about $295,452 at 4% or $196,968 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 29 | $4,166,046 | $526,000 | $18,138iApproximate average salary by contribution assumption: employee only about $453,448 at 4% or $302,299 at 6%; with 50% employer match about $302,299 at 4% or $201,533 at 6%; with 100% employer match about $226,724 at 4% or $151,149 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 47 | $3,740,698 | $584,898 | $12,445iApproximate average salary by contribution assumption: employee only about $311,116 at 4% or $207,411 at 6%; with 50% employer match about $207,411 at 4% or $138,274 at 6%; with 100% employer match about $155,558 at 4% or $103,705 at 6%. |
| 2011 | 2 | 44 | $6,762,073 | $960,704 | $21,834iApproximate average salary by contribution assumption: employee only about $545,855 at 4% or $363,903 at 6%; with 50% employer match about $363,903 at 4% or $242,602 at 6%; with 100% employer match about $272,927 at 4% or $181,952 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 31 | $3,659,205 | $436,000 | $14,065iApproximate average salary by contribution assumption: employee only about $351,613 at 4% or $234,409 at 6%; with 50% employer match about $234,409 at 4% or $156,272 at 6%; with 100% employer match about $175,806 at 4% or $117,204 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 44 | $3,102,868 | $524,704 | $11,925iApproximate average salary by contribution assumption: employee only about $298,127 at 4% or $198,752 at 6%; with 50% employer match about $198,752 at 4% or $132,501 at 6%; with 100% employer match about $149,064 at 4% or $99,376 at 6%. |
| 2010 | 2 | 41 | $4,935,376 | $918,492 | $22,402iApproximate average salary by contribution assumption: employee only about $560,056 at 4% or $373,371 at 6%; with 50% employer match about $373,371 at 4% or $248,914 at 6%; with 100% employer match about $280,028 at 4% or $186,685 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 34 | $3,596,937 | $321,000 | $9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,353 at 6%; with 50% employer match about $157,353 at 4% or $104,902 at 6%; with 100% employer match about $118,015 at 4% or $78,676 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 41 | $1,338,439 | $597,492 | $14,573iApproximate average salary by contribution assumption: employee only about $364,324 at 4% or $242,883 at 6%; with 50% employer match about $242,883 at 4% or $161,922 at 6%; with 100% employer match about $182,162 at 4% or $121,441 at 6%. |
| 2009 | 2 | 41 | $5,557,106 | $582,304 | $14,203iApproximate average salary by contribution assumption: employee only about $355,063 at 4% or $236,709 at 6%; with 50% employer match about $236,709 at 4% or $157,806 at 6%; with 100% employer match about $177,532 at 4% or $118,354 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 35 | $3,434,328 | $185,300 | $5,294iApproximate average salary by contribution assumption: employee only about $132,357 at 4% or $88,238 at 6%; with 50% employer match about $88,238 at 4% or $58,825 at 6%; with 100% employer match about $66,179 at 4% or $44,119 at 6%. |
| Osborn Heirs Company Ltd 401(K) Plan | - | 41 | $2,122,778 | $397,004 | $9,683iApproximate average salary by contribution assumption: employee only about $242,076 at 4% or $161,384 at 6%; with 50% employer match about $161,384 at 4% or $107,589 at 6%; with 100% employer match about $121,038 at 4% or $80,692 at 6%. |
| 2007 | 1 | 33 | $0 | $0 | - |
| Retirement Plan for Employees of Osborn Heirs Company | - | 33 | - | - | - |
| 2006 | 1 | 33 | $4,715,670 | $49,470 | $1,499iApproximate average salary by contribution assumption: employee only about $37,477 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,492 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 33 | $4,715,670 | $49,470 | $1,499iApproximate average salary by contribution assumption: employee only about $37,477 at 4% or $24,985 at 6%; with 50% employer match about $24,985 at 4% or $16,657 at 6%; with 100% employer match about $18,739 at 4% or $12,492 at 6%. |
| 2005 | 1 | 34 | $0 | $0 | - |
| Retirement Plan for Employees of Osborn Heirs Company | - | 34 | - | - | - |
| 2004 | 1 | 30 | $4,367,559 | $620,000 | $20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 30 | $4,367,559 | $620,000 | $20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%. |
| 2003 | 1 | 31 | $0 | $0 | - |
| Retirement Plan for Employees of Osborn Heirs Company | - | 31 | - | - | - |
| 2002 | 1 | 32 | $0 | $0 | - |
| Retirement Plan for Employees of Osborn Heirs Company | - | 32 | - | - | - |
| 2001 | 1 | 32 | $0 | $0 | - |
| Retirement Plan for Employees of Osborn Heirs Company | - | 32 | - | - | - |
| 1999 | 1 | 33 | $4,522,703 | $119,413 | $3,619iApproximate average salary by contribution assumption: employee only about $90,464 at 4% or $60,310 at 6%; with 50% employer match about $60,310 at 4% or $40,206 at 6%; with 100% employer match about $45,232 at 4% or $30,155 at 6%. |
| Retirement Plan for Employees of Osborn Heirs Company | - | 33 | $4,522,703 | $119,413 | $3,619iApproximate average salary by contribution assumption: employee only about $90,464 at 4% or $60,310 at 6%; with 50% employer match about $60,310 at 4% or $40,206 at 6%; with 100% employer match about $45,232 at 4% or $30,155 at 6%. |