401(k) · DOL Form 5500 · 2022

Ota Management LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
111
Participants Small participant base
88th
Percentile by assets National rank
$455,841
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ota 401(k)/Profit Sharing Plan · Sponsored by Ota Management LLC · New York · Finance & Insurance

$51M in assets, 111 participants

Ota Management LLC's Ota 401(k)/Profit Sharing Plan reported $51M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,493 in Finance & Insurance (9,261 peers)

Coverage in New York

Ota 401(k)/Profit Sharing Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $51M.

#7,493
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ota 401(k)/Profit Sharing Plan's outsized position by total assets

Ota 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$50,598,396 Top 12% higher than 88% 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

Ota 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ota 401(k)/Profit Sharing Plan sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 223882586 · Ota Management LLC PY 2022 · 401(k)

Ota 401(k)/Profit Sharing Plan · $51M · 111 · 88th

  • 5500 $51M
  • ASSETS 111
  • PCT 88th
  • EIN 401(k)
  • RANK near Fusion Medical Staffing LLC 401(k) Plan
  • PHOTO ind #7493

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 Finance & Insurance retirement plans → · Plans in New York →

Ota 401(k)/Profit Sharing Plan in the asset neighbourhood

Stemilt Growers, LLC 401(k) Savings Plan & TrustStemilt Growers, LLC 401(k) …$51MOta 401(k)/Profit Sharing PlanOta 401(k)/Profit Sharing Pl…$51MFusion Medical Staffing LLC 401(k) PlanFusion Medical Staffing LLC …$51MPaxton Media Group LLC Employee Retirement SavingPaxton Media Group LLC Emplo…$51MScopelitis Garvin Light Hanson & Feary 401(k) Benefit PlanScopelitis Garvin Light Hans…$51M
End-of-year total assets ($M) among Ota 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$51M
Net Income-$10M
Employer EIN223882586
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ota Management LLC)

Sponsor-wide plan assets over time

All Ota Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 36.18351063934912% vs 2022
2023 filing year
$30M$40M$50M$60M 20222023 $50.6M $32.3M ▼ -36.2%
Year Plans Participants Total Assets
2022 1 111 $51M
2023 1 76 $32M

Nearby 401(k) Plans in New York

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

Ota 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ota 401(k)/Profit Sharing Plan, Total assets ($B): 0.050598396 · Participants: 111Ota 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ota 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ota 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Ota 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fusion Medical Staffing LLC 401(k) Plan in NE ($51M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Ota 401(k)/Profit Sharing Plan assets move in 2022? ▼
Ota 401(k)/Profit Sharing Plan declined sharply - down 16.7% during 2022, from $61M to $51M. Reported net income was -$10M.
How have Ota Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ota Management LLC's sponsor-wide assets declined 36.2%, from $51M to $32M.
Where does Ota 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ota 401(k)/Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ota 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fusion Medical Staffing LLC 401(k) Plan in NE ($51M, 5,432 participants).
Which 401(k) plans cover a similar participant headcount to Ota 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223882586.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.