401(k) · DOL Form 5500 · 2022

Ototronix, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
109
Participants Small participant base
55th
Percentile by assets National rank
$55,916
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: The Safe Harbor 401(k) Plan · Sponsored by Ototronix, LLC · Minnesota · Wholesale Trade

$6M in assets, 109 participants

Ototronix, LLC's The Safe Harbor 401(k) Plan reported $6M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,969 in Wholesale Trade (6,843 peers)

Coverage in Minnesota

The Safe Harbor 401(k) Plan covers 109 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#2,969
in Wholesale Trade (6,843 peers)
-7.7%
assets change YoY

The plan reported a net loss of $510K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Safe Harbor 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Safe Harbor 401(k) Plan vs every filed plan by assets

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

$6,094,878 Top 45% higher than 55% 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

The Safe Harbor 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. The Safe Harbor 401(k) Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 320276109 · Ototronix, LLC PY 2022 · 401(k)

The Safe Harbor 401(k) Plan · $6M · 109 · 55th

  • ASSETS $6M
  • PCT 109
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Kdcpr Retirement Plan & Trust
  • IND ind #2969

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 Wholesale Trade retirement plans → · Plans in Minnesota →

The Safe Harbor 401(k) Plan in the asset neighbourhood

Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWallace & Toney Valuation Ad…$6MThe Safe Harbor 401(k) Plan$6MKdcpr Retirement Plan & Trust$6MResicap 401(k) Plan$6MRobust Network Solutions 401(k) PlanRobust Network Solutions 401…$6M
End-of-year total assets ($M) among The Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$510K
Employer EIN320276109
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

The Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants The Safe Harbor 401(k) Plan, Total assets ($B): 0.006094878 · Participants: 109The Safe Harbor 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
The Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

The Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kdcpr Retirement Plan & Trust in TX ($6M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 The Safe Harbor 401(k) Plan assets move in 2022?
The Safe Harbor 401(k) Plan pulled back noticeably - down 7.7% during 2022, from $7M to $6M. Reported net income was -$510K.
Which 401(k) plans are similar in size to The Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kdcpr Retirement Plan & Trust in TX ($6M, 169 participants).
Which 401(k) plans cover a similar participant headcount to The Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A in assets).