Profit Sharing · DOL Form 5500 · 2022
Otterbein University Profit Sharing Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 400
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $277,150
- Avg per participant High balance/head
Official DOL plan name: Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by Otterbein University · Ohio · Educational Services
$111M in assets, 400 participants
Otterbein University's Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported $111M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,538 in Educational Services (4,024 peers)
Where Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits by assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 400 participants (~$277,150/participant), down 14.1% in 2022.
- #3,538
- in Educational Services (4,024 peers)
- -14.1%
- assets change YoY
- 1.1×
- 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.
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's outsized position by total assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$110,860,078 Top 7% higher than 93% 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
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement 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. Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (400 participants).
Published 5500 schedule card
Filing strip 314379532 · Otterbein University PY 2022 · Profit Sharing
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · $111M · 400 · 93rd
- ASSETS $111M
- ASSETS 400
- ASSETS 93rd
- ASSETS Profit Sharing
- ASSETS near Byer California Retirement Savings Plan
- ASSETS ind #3538
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 Educational Services retirement plans → · Plans in Ohio →
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | -$18M |
| Employer EIN | 314379532 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otterbein University)
Sponsor-wide plan assets over time
All Otterbein University plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 22.91340170263997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 400 | $111M |
| 2023 | 1 | 765 | $123M |
| 2024 | 1 | 757 | $136M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Byer California Retirement Savings Plan in CA ($111M); by covered participants it is St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan in ID (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Byer California Retirement Savings Plan (CA) $111M · 257
- True Companies Employees Profit Sharing Plan (WY) $111M · 791
- The Oriental Bank Coda Profit Sharing Plan (PR) $110M · 2,082
- The Seaport Group, LLC Profit Sharing Plan (NY) $110M · 3
Similar participant headcount
Nearest other-state filings by covered participants (400 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.