401(k) · DOL Form 5500 · 2022
Otis Health Care Center 401(k) Plan
Data updated 2026-08-11
- $18M
- Total assets
- 211
- Participants
- 76th
- Percentile by assets
- $86,596
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 211
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $86,596
- 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 Health Care Center 401(k) Plan sits 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
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 vs the 2022 asset distribution
By assets, Otis Health Care Center 401(k) Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 030177161 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otis Health Care Center)
| 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.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Otis Health Care Center 401(k) Plan by total assets, not by location.
- Elite Casino Resorts 401(k) Plan (IA) $18M · 1,794
- Motco, Inc. 401(k) & Profit Sharing Plan (FL) $18M · 168
- United Beverages of North Carolina, LLC 401(k) Plan (NC) $18M · 166
- Schimenti Construction Company, LLC 401(k) Plan (CT) $18M · 275
Frequently Asked Questions
How did Otis Health Care Center 401(k) Plan assets move in 2022? ▼
How have Otis Health Care Center plan assets changed over time? ▼
Where does Otis Health Care Center 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Otis Health Care Center 401(k) Plan? ▼
Next read for Otis Health Care Center 401(k) Plan
Scale reading
Ways to act on Otis Health Care Center 401(k) Plan's numbers.
- By total assets, Otis Health Care Center 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
- Otis Health Care Center's sponsor-wide assets have grown 43.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans