401(k) · DOL Form 5500 · 2022

Otis Products, Inc. Dba Otis Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
92
Participants Small participant base
66th
Percentile by assets National rank
$117,326
Avg per participant Below avg balance/head
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Official DOL plan name: Otis Products, Inc. 401(k) Safe Harbor Plan · Sponsored by Otis Products, Inc. Dba Otis Technology, Inc. · New York · Manufacturing

$11M in assets, 92 participants

Otis Products, Inc. Dba Otis Technology, Inc.'s Otis Products, Inc. 401(k) Safe Harbor Plan reported $11M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,137 in Manufacturing (20,602 peers)

Otis Products, Inc. Dba Otis Technology, Inc. multi-year trail

Otis Products, Inc. Dba Otis Technology, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Otis Products, Inc. 401(k) Safe Harbor Plan at $11M / 92 participants.

#11,137
in Manufacturing (20,602 peers)
-13.3%
assets change YoY

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 Products, Inc. 401(k) Safe Harbor Plan's mid-pack asset rank among Manufacturing and all filers

Otis Products, Inc. 401(k) Safe Harbor Plan vs every filed plan by assets

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

$10,794,027 Top 34% higher than 66% 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 Products, Inc. 401(k) Safe Harbor 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. Otis Products, Inc. 401(k) Safe Harbor Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 161367664 · Otis Products, Inc. Dba Otis Technology, Inc. PY 2022 · 401(k)

Otis Products, Inc. 401(k) Safe Harbor Plan · $11M · 92 · 66th

  • SCH $11M
  • SCH 92
  • SCH 66th
  • SCH 401(k)
  • SCH near Rib USA 401(k) Plan
  • SCH ind #11137

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 Manufacturing retirement plans → · Plans in New York →

Otis Products, Inc. 401(k) Safe Harbor Plan in the asset neighbourhood

Otis Products, Inc. 401(k) Safe Harbor PlanOtis Products, Inc. 401(k) S…$11MRib USA 401(k) Plan$11MEssense of Australia, Inc.$11MGritstone Bio 401(k) Plan$11MTaylor, Book, Allen & Morris, LLP 401(k) PlanTaylor, Book, Allen & Morris…$11M
End-of-year total assets ($M) among Otis Products, Inc. 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Otis Products, Inc. Dba Otis Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Otis Products, Inc. Dba Otis Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.11017259823419% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.2M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 92 $11M
2023 1 82 $12M
2024 1 91 $13M

Otis Products, Inc. Dba Otis Technology, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN161367664
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Otis Products, Inc. 401(k) Safe Harbor Plan, Total assets ($B): 0.010794027 · Participants: 92Otis Products, Inc. 401(k) Safe Harbor PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Otis Products, Inc. 401(k) Safe Harbor Plan side-by-side with 3 peers →

Otis Products, Inc. 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rib USA 401(k) Plan in GA ($11M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Products, Inc. 401(k) Safe Harbor Plan assets move in 2022? ▼
Otis Products, Inc. 401(k) Safe Harbor Plan pulled back noticeably - down 13.3% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Otis Products, Inc. Dba Otis Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis Products, Inc. Dba Otis Technology, Inc.'s sponsor-wide assets grew 22.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rib USA 401(k) Plan in GA ($11M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 161367664.

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.