Osisoft, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $252.1 million was transferred out of the plan. Assets moved to the AVEVA INC. 401(K) PLAN (sponsored by AVEVA INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the AVEVA INC. 401(K) PLAN →

Osisoft, Llc 401(k) Plan Facts (plan year 2024)

Plan name
OSISOFT, LLC SECTION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OSISOFT, LLC
Participants
1,190
Former employees with a balance
0
Employer contributions
$3,044,664 in plan year 2024 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – May 1, 2024
Plan established
Dec 1, 1984
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – May 1, 2024), filed Jan 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.63 million went into the plan in contributions, $3.04 million of it from the employer (32%).
  • $11.8 million was paid out to participants.
  • Investment and other income added $9.68 million.

How the Osisoft, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,080$166.6 million$2.74 million$11.5 million
20201,141$207.9 million$3.98 million$12.1 million
20211,201$242.6 million$4.63 million$21.1 million
20221,202$202.1 million$4.46 million$17.2 million
20231,247$244.6 million$7.41 million$18.2 million
2024 (final)1,190$0$3.04 million$11.8 million

Osisoft, Llc 401(k) Contact Information

Phone
510-297-5830
Mailing address
1600 ALVARADO STREET, SAN LEANDRO CA 94577
Plan sponsor
OSISOFT, LLC
Employer identification number (EIN)
94-2690532
Plan number
001

Questions about the Osisoft, Llc 401(k)

Is the Osisoft, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the AVEVA INC. 401(K) PLAN.

Does Osisoft, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.04 million, 32% of all contributions.

Does the Osisoft, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Osisoft, Llc 401(k) plan?

1,190 participants at the start of plan year 2024.

Who manages the Osisoft, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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