Defined Benefit (Pension) · DOL Form 5500 · 2022
Otterbein Seniorlife Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $164,727
- Avg per participant Above avg balance/head
Official DOL plan name: Otterbein Homes Retirement Plan · Sponsored by Otterbein Seniorlife · Ohio · Healthcare & Social Assistance
$13M in assets, 78 participants
Otterbein Seniorlife's Otterbein Homes Retirement Plan reported $13M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,983 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Otterbein Homes Retirement Plan contracted severely 66.0% in 2022 ($38M → $13M) for 78 participants.
- #14,983
- in Healthcare & Social Assistance (20,060 peers)
- -66.0%
- assets change YoY
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Otterbein Homes Retirement Plan's outsized position by total assets
Otterbein Homes Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,848,721 Top 30% higher than 70% 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
Otterbein Homes Retirement 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. Otterbein Homes Retirement Plan is a small filing (78 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 310549058 · Otterbein Seniorlife PY 2022 · Defined Benefit (Pension)
Otterbein Homes Retirement Plan · $13M · 78 · 70th
- EBSA $13M
- PART 78
- TYPE 70th
- NET Defined Benefit (Pension)
- BOOK near Society of Manufacturing Engineers Pension Plan & Trust
- VS-ST ind #14983
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 Ohio →
Otterbein Homes Retirement Plan in the asset neighbourhood
Otterbein Seniorlife years around the 2022 move
Sponsor-wide plan assets over time
All Otterbein Seniorlife plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 9.688674048804275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,506 | $32M |
| 2023 | 2 | 1,728 | $37M |
| 2024 | 2 | 2,170 | $29M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$25M |
| Employer EIN | 310549058 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Otterbein Homes Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Society of Manufacturing Engineers Pension Plan & Trust in MI ($13M); by covered participants it is Shopmens Local 527 Pension Fund in PA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.