401(k) · DOL Form 5500 · 2022
Ottery Transportation, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $56,226
- Avg per participant Low balance/head
Official DOL plan name: The Ottery Benefit Plan · Sponsored by Ottery Transportation, Inc. · Wisconsin · Transportation & Warehousing
$5M in assets, 96 participants
Ottery Transportation, Inc.'s The Ottery Benefit Plan reported $5M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,125 in Transportation & Warehousing (3,876 peers)
2022 asset change
The Ottery Benefit Plan declined sharply 27.0% in 2022 ($7M → $5M) for 96 participants.
- #2,125
- in Transportation & Warehousing (3,876 peers)
- -27.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Ottery Benefit Plan's mid-pack asset rank among Transportation & Warehousing and all filers
The Ottery Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,397,720 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Ottery Benefit Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ottery Benefit Plan is a small filing (96 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 391408363 · Ottery Transportation, Inc. PY 2022 · 401(k)
The Ottery Benefit Plan · $5M · 96 · 52nd
- EBSA $5M
- EBSA 96
- EBSA 52nd
- EBSA 401(k)
- EBSA near Evergreen Retirement Plan and Trust
- EBSA ind #2125
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 Transportation & Warehousing retirement plans → · Plans in Wisconsin →
The Ottery Benefit Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 391408363 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
The Ottery Benefit Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Evergreen Retirement Plan and Trust in WA ($5M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.