Profit Sharing · DOL Form 5500 · 2022
Otterbein University Profit Sharing Plan
Data updated 2026-08-11
- $111M
- Total assets
- 400
- Participants
- 93rd
- Percentile by assets
- $277,150
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $111M
- total plan assets (2022 EOY)
- 400
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $277,150
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's numbers.
- By total assets, Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Otterbein University's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans