401(k) · DOL Form 5500 · 2022

Otc Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,028
Participants Near avg headcount
91st
Percentile by assets National rank
$73,857
Avg per participant Below avg balance/head
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Official DOL plan name: Otc Brands, Inc. 401(k) Retirement Plan · Sponsored by Otc Brands, Inc. · Nebraska · Retail Trade

$76M in assets, 1,028 participants

Otc Brands, Inc.'s Otc Brands, Inc. 401(k) Retirement Plan reported $76M in total assets and 1,028 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,067 in Retail Trade (9,519 peers)

Where Otc Brands, Inc. 401(k) Retirement Plan sits by assets

Otc Brands, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $76M for 1,028 participants (~$73,857/participant), down 18.8% in 2022.

#9,067
in Retail Trade (9,519 peers)
-18.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otc Brands, Inc. 401(k) Retirement Plan's outsized position by total assets

Otc Brands, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$75,924,981 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Otc Brands, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otc Brands, Inc. 401(k) Retirement Plan lands in the large band (1,028 participants).

Plan-year Form 5500 strip

Filing strip 274791180 · Otc Brands, Inc. PY 2022 · 401(k)

Otc Brands, Inc. 401(k) Retirement Plan · $76M · 1,028 · 91st

  • RANK $76M
  • PHOTO 1,028
  • IND 91st
  • EOY 401(k)
  • 5500 near Borden Dairy Retirement Savings Plan
  • ASSETS ind #9067

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Nebraska →

Otc Brands, Inc. 401(k) Retirement Plan in the asset neighbourhood

Otc Brands, Inc. 401(k) Retirement PlanOtc Brands, Inc. 401(k) Reti…$76MBorden Dairy Retirement Savings PlanBorden Dairy Retirement Savi…$76MBiltmore Workforce Management 401(k) Profit Sharing PlanBiltmore Workforce Managemen…$76MThe Cramer-Krasselt Profit Sharing/401(k) PlanThe Cramer-Krasselt Profit S…$76MQurate Retail Group 401(k) Retirement Savings Plan for ZulilyQurate Retail Group 401(k) R…$76M
End-of-year total assets ($M) among Otc Brands, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$76M
Net Income-$18M
Employer EIN274791180
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otc Brands, Inc.)

Sponsor-wide plan assets over time

All Otc Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 30.92861886919669% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.9M $99.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 1,028 $76M
2023 1 1,056 $90M
2024 1 1,083 $99M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Otc Brands, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Otc Brands, Inc. 401(k) Retirement Plan, Total assets ($B): 0.075924981 · Participants: 1028Otc Brands, Inc. 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Otc Brands, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Otc Brands, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Borden Dairy Retirement Savings Plan in CO ($76M); by covered participants it is Kobussen Buses, Ltd. 401(k) Profit Sharing Plan in WI (1,028 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,028 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otc Brands, Inc. 401(k) Retirement Plan assets move in 2022?
Otc Brands, Inc. 401(k) Retirement Plan declined sharply - down 18.8% during 2022, from $94M to $76M. Reported net income was -$18M.
How have Otc Brands, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Otc Brands, Inc.'s sponsor-wide assets grew 30.9%, from $76M to $99M.
Where does Otc Brands, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Otc Brands, Inc. 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Otc Brands, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Borden Dairy Retirement Savings Plan in CO ($76M, 2,790 participants).
Which 401(k) plans cover a similar participant headcount to Otc Brands, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Kobussen Buses, Ltd. 401(k) Profit Sharing Plan in WI (1,028 participants, $5M in assets).