401(k) · DOL Form 5500 · 2022

Otis Health Care Center 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
211
Participants Below avg headcount
76th
Percentile by assets National rank
$86,596
Avg per participant Below avg balance/head
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Official DOL plan name: Otis Health Care Center 401(k) Plan · Sponsored by Otis Health Care Center · Vermont · Healthcare & Social Assistance

$18M in assets, 211 participants

Otis Health Care Center's Otis Health Care Center 401(k) Plan reported $18M in total assets and 211 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.

  • #16,008 in Healthcare & Social Assistance (20,060 peers)

Where Otis Health Care Center 401(k) Plan sits by assets

Otis Health Care Center 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 211 participants (~$86,596/participant), down 9.9% in 2022.

#16,008
in Healthcare & Social Assistance (20,060 peers)
-9.9%
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 Health Care Center 401(k) Plan's outsized position by total assets

Otis Health Care Center 401(k) Plan vs every filed plan by assets

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

$18,271,695 Top 24% higher than 76% 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

Otis Health Care Center 401(k) 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. Otis Health Care Center 401(k) Plan sits mid-pack in the medium band (211 participants).

DOL schedule card

Filing strip 030177161 · Otis Health Care Center PY 2022 · 401(k)

Otis Health Care Center 401(k) Plan · $18M · 211 · 76th

  • PART $18M
  • PART 211
  • PART 76th
  • PART 401(k)
  • PART near Elite Casino Resorts 401(k) Plan
  • PART ind #16008

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 Vermont →

Otis Health Care Center 401(k) Plan in the asset neighbourhood

Otis Health Care Center 401(k) PlanOtis Health Care Center 401(…$18MElite Casino Resorts 401(k) PlanElite Casino Resorts 401(k) …$18MMotco, Inc. 401(k) & Profit Sharing PlanMotco, Inc. 401(k) & Profit …$18MUnited Beverages of North Carolina, LLC 401(k) PlanUnited Beverages of North Ca…$18MSchimenti Construction Company, LLC 401(k) PlanSchimenti Construction Compa…$18M
End-of-year total assets ($M) among Otis Health Care Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN030177161
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otis Health Care Center)

Sponsor-wide plan assets over time

All Otis Health Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$26M 43.49952207499086% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.2M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 211 $18M
2023 1 203 $23M
2024 1 213 $26M

Nearby 401(k) Plans in Vermont

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

Otis Health Care Center 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Otis Health Care Center 401(k) Plan, Total assets ($B): 0.018271695 · Participants: 211Otis Health Care Center 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Otis Health Care Center 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Otis Health Care Center 401(k) Plan side-by-side with 3 peers →

Otis Health Care Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Elite Casino Resorts 401(k) Plan in IA ($18M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Otis Health Care Center 401(k) Plan assets move in 2022? ▼
Otis Health Care Center 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Otis Health Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis Health Care Center's sponsor-wide assets grew 43.5%, from $18M to $26M.
Where does Otis Health Care Center 401(k) Plan rank by assets among Form 5500 filers? ▼
Otis Health Care Center 401(k) 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 401(k) plans are similar in size to Otis Health Care Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Casino Resorts 401(k) Plan in IA ($18M, 1,794 participants).
Which 401(k) plans cover a similar participant headcount to Otis Health Care Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K 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 030177161.

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.