Other · DOL Form 5500 · 2022

Otis R. Bowen Center for Human Services, Inc. Retirement Plan

Data updated 2026-08-11

$18M
Total assets
1,366
Participants
76th
Percentile by assets
$13,236
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
1,366
covered participants
76th
percentile by assets (of 139,126 plans)
$13,236
avg assets per participant

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.

Where Otis R. Bowen Center 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Otis R. Bowen Center 403(b) Plan reports 1,366 participants - 2.5x that state average ($18M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN351057889
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otis R. Bowen Center for Human Services, Inc.)

$15M$20M$25M$30M 202220232024 $18.1M $25M ▲ +38.2%
Total plan assets by year, all Otis R. Bowen Center for Human Services, Inc. plans on file
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.

Otis R. Bowen Center 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 -2000200400600800 Total assets ($M) Participants Otis R. Bowen Center…, Total assets ($M): 18.0802 · Participants: 1366Otis R. Bowen Center…Parkview Health Syst…, Total assets ($M): 634.111369 · Participants: 14230Parkview Health Syst…Beacon Retirement Sa…, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Sa…Ici Multiple Employe…, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employe…Community Foundation…, Total assets ($M): 333.513191 · Participants: 7442Community Foundation…Butler University Re…, Total assets ($M): 305.561372 · Participants: 985Butler University Re…
Otis R. Bowen Center 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Otis R. Bowen Center 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Otis R. Bowen Center 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Otis R. Bowen Center 403(b) Plan assets move in 2022? ▼
Otis R. Bowen Center 403(b) Plan pulled back noticeably - down 11.2% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Otis R. Bowen Center for Human Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis R. Bowen Center for Human Services, Inc.'s sponsor-wide assets grew 38.2%, from $18M to $25M.
Where does Otis R. Bowen Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Otis R. Bowen Center 403(b) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Otis R. Bowen Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Eventide 403(b) Tax Deferred Savings Plan in MN ($18M, 1,106 participants).

Next read for Otis R. Bowen Center 403(b) Plan

Filing takeaways

Ways to act on Otis R. Bowen Center 403(b) Plan's numbers.

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 351057889.

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.