Other · DOL Form 5500 · 2022

Opportunities for Otsego, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
125
Participants Small participant base
41st
Percentile by assets National rank
$24,271
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Opportunities for Otsego, Inc. 403(b) Plan · Sponsored by Opportunities for Otsego, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 125 participants

Opportunities for Otsego, Inc.'s Opportunities for Otsego, Inc. 403(b) Plan reported $3M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,879 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Opportunities for Otsego, Inc. 403(b) Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $3M.

#8,879
in Healthcare & Social Assistance (20,060 peers)
-19.2%
assets change YoY

The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportunities for Otsego, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Opportunities for Otsego, Inc. 403(b) Plan vs every filed plan by assets

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

$3,033,815 41st percentile higher than 41% 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

Opportunities for Otsego, Inc. 403(b) 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. Opportunities for Otsego, Inc. 403(b) Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 166066346 · Opportunities for Otsego, Inc. PY 2022 · Other

Opportunities for Otsego, Inc. 403(b) Plan · $3M · 125 · 41st

  • EIN $3M
  • EIN 125
  • EIN 41st
  • EIN Other
  • EIN near Seattle Waldorf School 403(b) Tda Plan
  • EIN ind #8879

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Opportunities for Otsego, Inc. 403(b) Plan in the asset neighbourhood

Jb Speed Art Museum DC Plan$3MOpportunities for Otsego, Inc. 403(b) PlanOpportunities for Otsego, In…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3M403(b) Thrift Plan for the Stamford Jewish Community Center403(b) Thrift Plan for the S…$3MNowcap of Wyoming Tax Sheltered Retirement Annuity PlanNowcap of Wyoming Tax Shelte…$3M
End-of-year total assets ($M) among Opportunities for Otsego, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$722K
Employer EIN166066346
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Opportunities for Otsego, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Opportunities for Otsego, Inc. 403(b) Plan, Total assets ($B): 0.003033815 · Participants: 125Opportunities for Otsego, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Opportunities for Otsego, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Opportunities for Otsego, Inc. 403(b) Plan side-by-side with 3 peers →

Opportunities for Otsego, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Opportunities for Otsego, Inc. 403(b) Plan assets move in 2022? ▼
Opportunities for Otsego, Inc. 403(b) Plan declined sharply - down 19.2% during 2022, from $4M to $3M. Reported net income was -$722K.
Which Other plans are similar in size to Opportunities for Otsego, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M, 108 participants).
Which Other plans cover a similar participant headcount to Opportunities for Otsego, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants, $6M 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 166066346.

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.