401(k) · DOL Form 5500 · 2022

Ott, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$132,001
Avg per participant Near avg balance/head
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Official DOL plan name: Ott, Inc. 401(k) Plan · Sponsored by Ott, Inc. · Minnesota · Professional & Technical Services

$1M in assets, 11 participants

Ott, Inc.'s Ott, Inc. 401(k) Plan reported $1M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,520 in Professional & Technical Services (21,562 peers)

Ott, Inc. multi-year trail

Ott, Inc.'s plans moved +80.7% in assets from 2022 to 2024; this filing shows Ott, Inc. 401(k) Plan at $1M / 11 participants.

#5,520
in Professional & Technical Services (21,562 peers)
-8.5%
assets change YoY

The plan reported a net loss of $134K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ott, Inc. 401(k) Plan among the smaller filed plans by assets

Ott, Inc. 401(k) Plan vs every filed plan by assets

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

$1,452,012 29th percentile higher than 29% 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

Ott, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ott, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 411809365 · Ott, Inc. PY 2022 · 401(k)

Ott, Inc. 401(k) Plan · $1M · 11 · 29th

  • VS-ST $1M
  • BOY 11
  • SCH 29th
  • EBSA 401(k)
  • PART near Finlay Automotive Supply, Inc. 401(k) Plan
  • TYPE ind #5520

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Ott, Inc. 401(k) Plan in the asset neighbourhood

Ott, Inc. 401(k) Plan$1MFinlay Automotive Supply, Inc. 401(k) PlanFinlay Automotive Supply, In…$1MUniversity Village Retirement Community, LLC 401(k) Retirement PlanUniversity Village Retiremen…$1MKenosha Medical Associates Ltd 401(k) Profit Sharing Plan and TrustKenosha Medical Associates L…$1MTeespring 401(k) Plan$1M
End-of-year total assets ($M) among Ott, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ott, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ott, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 80.7358341391118% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.45M $2.62M ▲ +80.7%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 14 $2M
2024 1 13 $3M

Ott, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$134K
Employer EIN411809365
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ott, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Ott, Inc. 401(k) Plan, Total assets ($B): 0.001452012 · Participants: 11Ott, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Ott, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ott, Inc. 401(k) Plan side-by-side with 3 peers →

Ott, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Finlay Automotive Supply, Inc. 401(k) Plan in KS ($1M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Ott, Inc. 401(k) Plan assets move in 2022? ▼
Ott, Inc. 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $2M to $1M. Reported net income was -$134K.
How have Ott, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ott, Inc.'s sponsor-wide assets grew 80.7%, from $1M to $3M.
Which 401(k) plans are similar in size to Ott, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finlay Automotive Supply, Inc. 401(k) Plan in KS ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Ott, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 411809365.

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.