401(k) · DOL Form 5500 · 2022
Otter Tail Corporation 401(k) Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 2,553
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $126,577
- Avg per participant Near avg balance/head
Official DOL plan name: Otter Tail Corporation Retirement Savings · Sponsored by Otter Tail Corporation · Illinois · Utilities
$323M in assets, 2,553 participants
Otter Tail Corporation's Otter Tail Corporation Retirement Savings reported $323M in total assets and 2,553 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #581 in Utilities (738 peers)
Coverage in Illinois
Otter Tail Corporation Retirement Savings covers 2,553 participants in Illinois, 3.3x the typical Illinois plan (state average ~779 per filing). Assets: $323M.
- #581
- in Utilities (738 peers)
- -16.2%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Otter Tail Corporation Retirement Savings's outsized position by total assets
Otter Tail Corporation Retirement Savings vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$323,152,263 Top 3% higher than 97% 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
Otter Tail Corporation Retirement Savings'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. Otter Tail Corporation Retirement Savings lands in the large band (2,553 participants).
Form 5500 schedule snapshot
Filing strip 270383995 · Otter Tail Corporation PY 2022 · 401(k)
Otter Tail Corporation Retirement Savings · $323M · 2,553 · 97th
- SCH $323M
- EBSA 2,553
- PART 97th
- TYPE 401(k)
- NET near Amtrust Retirement Plan
- BOOK ind #581
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 Utilities retirement plans → · Plans in Illinois →
Otter Tail Corporation Retirement Savings in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | -$62M |
| Employer EIN | 270383995 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otter Tail Corporation)
Sponsor-wide plan assets over time
All Otter Tail Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $783M 14.655664234514507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,664 | $683M |
| 2023 | 3 | 3,571 | $760M |
| 2024 | 3 | 3,847 | $783M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Otter Tail Corporation Retirement Savings's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Amtrust Retirement Plan in NY ($323M); by covered participants it is Dominion Energy Hourly Savings Plan in VA (2,552 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
- Amtrust Retirement Plan (NY) $323M · 3,622
- Natixis US Group 401(k) Plan (NY) $324M · 776
- Incyte Corporation 401(k) Plan (DE) $323M · 1,561
- Bgc Partners, Inc. Deferral Plan for Employees of Bgc Partners, Inc., Cantor Fitzgerald, L.P. and Its Affiliates (NY) $323M · 2,046
Similar participant headcount
Nearest other-state filings by covered participants (2,553 participants); asset peers above are excluded.
- Dominion Energy Hourly Savings Plan (VA) 2,552 · 1 off
- Sanstone Management Company 401(k) Plan (NC) 2,555 · 2 off
- Monarch Casino & Resort, Inc. 401(k) Plan (NV) 2,555 · 2 off
- The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust (FL) 2,551 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.