Retirement plan

OSG BULK SHIPS, INC. 401(K) PLAN

Name: OSG BULK SHIPS, INC. - OSG BULK SHIPS, INC. 401(K) PLAN (2025) Form 5500
Creator: OSG BULK SHIPS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OSG BULK SHIPS, INC. 401(K) PLAN, OSG BULK SHIPS, INC.

OSG BULK SHIPS, INC.EIN 13-2632600Plan #001PY 2025

302 KNIGHTS RUN AVE., SUITE 1200 - TAMPA, FL 33602813-209-0600

Other plans on this EIN

1 filing

#002Retirement-$51.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$64.1M

+20.1% from 2024

Total participants

283

-1.0% from 2024

Average account balance

$230,524

+21.8% from 2024

Annual return

16.55%

+2.59 pp from 2024

Benchmarks

See 395 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort395 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$64.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$231K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

278

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$174

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930	Recordkeeping	$48,649

Plan features & details

Pension benefit codes2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$49K

$267 / participant

Other / not subdivided$49K100.0%

% of EOY assets

0.076%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRAZIER & DEETER
Auditor EIN: 394469485
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$230,524

$52,682+337.6%

$78,004+195.5%

$64,097+259.6%

Participation rate

97.3%

47.7%+49.5pp

69.4%+27.8pp

55.2%+42.1pp

Annual return

16.55%

22.45%-5.9pp

31.07%-14.5pp

34.64%-18.1pp

Employer contribution / active EE

$1,323-100.0%

$2,469-100.0%

$1,891-100.0%

Participant deferral / active EE

$17,478

$2,346+645.2%

$4,092+327.2%

$3,080+467.5%

Admin fee / account holder

$174

$5,420-96.8%

$7,578-97.7%

$3,454-94.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.11+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$48,649

OSG BULK SHIPS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OSG BULK SHIPS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion