Other · DOL Form 5500 · 2022
Otis R. Bowen Center for Human Services, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,366
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $13,236
- Avg per participant Low balance/head
Official DOL plan name: Otis R. Bowen Center 403(b) Plan · Sponsored by Otis R. Bowen Center for Human Services, Inc. · Indiana · Healthcare & Social Assistance
$18M in assets, 1,366 participants
Otis R. Bowen Center for Human Services, Inc.'s Otis R. Bowen Center 403(b) Plan reported $18M in total assets and 1,366 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #15,991 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Otis R. Bowen Center 403(b) Plan covers 1,366 participants in Indiana, 2.5x the typical Indiana plan (state average ~541 per filing). Assets: $18M.
- #15,991
- in Healthcare & Social Assistance (20,060 peers)
- -11.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Otis R. Bowen Center 403(b) Plan's outsized position by total assets
Otis R. Bowen Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,080,200 Top 24% higher than 76% 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
Otis R. Bowen Center 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otis R. Bowen Center 403(b) Plan lands in the large band (1,366 participants).
EBSA filing schedule strip
Filing strip 351057889 · Otis R. Bowen Center for Human Services, Inc. PY 2022 · Other
Otis R. Bowen Center 403(b) Plan · $18M · 1,366 · 76th
- 5500 $18M
- ASSETS 1,366
- PCT 76th
- EIN Other
- RANK near Eventide 403(b) Tax Deferred Savings Plan
- PHOTO ind #15991
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 Indiana →
Otis R. Bowen Center 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 351057889 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otis R. Bowen Center for Human Services, Inc.)
Sponsor-wide plan assets over time
All Otis R. Bowen Center for Human Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 38.175788984635126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,366 | $18M |
| 2023 | 1 | 1,226 | $22M |
| 2024 | 1 | 1,187 | $25M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Otis R. Bowen Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Eventide 403(b) Tax Deferred Savings Plan in MN ($18M); by covered participants it is Brigham Young University-Idaho Tax-Deferred Annuity Plan in ID (1,368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Eventide 403(b) Tax Deferred Savings Plan (MN) $18M · 1,106
- 403(b) Thrift Plan of Bowery Residents Committee, Inc. (NY) $18M · 304
- William Peace University Retirement Plan (NC) $18M · 143
- University of Sioux Falls 403(b) Plan (SD) $18M · 187
Similar participant headcount
Nearest other-state filings by covered participants (1,366 participants); asset peers above are excluded.
- Brigham Young University-Idaho Tax-Deferred Annuity Plan (ID) 1,368 · 2 off
- Martin Luther King Jr. Community Hospital 403(b) Retirement Plan (CA) 1,368 · 2 off
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,363 · 3 off
- Essentia Health 403(b) Plan (MN) 1,371 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.