401(k) · DOL Form 5500 · 2022

Otterbein Homes 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,428
Participants Near avg headcount
77th
Percentile by assets National rank
$13,393
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otterbein Homes 401(k) Plan · Sponsored by Otterbein Homes · Ohio · Healthcare & Social Assistance

$19M in assets, 1,428 participants

Otterbein Homes's Otterbein Homes 401(k) Plan reported $19M in total assets and 1,428 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,105 in Healthcare & Social Assistance (20,060 peers)

Where Otterbein Homes 401(k) Plan sits by assets

Otterbein Homes 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 1,428 participants (~$13,393/participant), down 14.2% in 2022.

#16,105
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otterbein Homes 401(k) Plan's outsized position by total assets

Otterbein Homes 401(k) Plan vs every filed plan by assets

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

$19,125,035 Top 23% higher than 77% 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

Otterbein Homes 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otterbein Homes 401(k) Plan lands in the large band (1,428 participants).

DOL schedule card

Filing strip 310549058 · Otterbein Homes PY 2022 · 401(k)

Otterbein Homes 401(k) Plan · $19M · 1,428 · 77th

  • EBSA $19M
  • EBSA 1,428
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Koopman Lumber, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #16105

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 401(k) Plan in the asset neighbourhood

Otterbein Homes 401(k) Plan$19MKoopman Lumber, Inc. 401(k) Profit Sharing PlanKoopman Lumber, Inc. 401(k) …$19MAmerican Printing House for the Blind 401(k) PlanAmerican Printing House for …$19MShawnee Health Service and Development Corporation 401(k) and Profit Sharing PlanShawnee Health Service and D…$19MOxbow Calcining LLC Salaried Employees' Retirement and Savings PlanOxbow Calcining LLC Salaried…$19M
End-of-year total assets ($M) among Otterbein Homes 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)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN310549058
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterbein Homes)

Sponsor-wide plan assets over time

All Otterbein Homes plans reported in each filing year

Latest sponsor-wide plan assets
$29M 9.688674048804275% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $32M $28.9M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 1,506 $32M
2023 2 1,728 $37M
2024 2 2,170 $29M

Nearby 401(k) Plans in Ohio

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

Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Otterbein Homes 401(k) Plan, Total assets ($B): 0.019125035 · Participants: 1428Otterbein Homes 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Otterbein Homes 401(k) Plan side-by-side with 3 peers →

Otterbein Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Koopman Lumber, Inc. 401(k) Profit Sharing Plan in MA ($19M); by covered participants it is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,428 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 Otterbein Homes 401(k) Plan assets move in 2022? ▼
Otterbein Homes 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Otterbein Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbein Homes's sponsor-wide assets declined 9.7%, from $32M to $29M.
Where does Otterbein Homes 401(k) Plan rank by assets among Form 5500 filers? ▼
Otterbein Homes 401(k) Plan ranks in the 77th 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 Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koopman Lumber, Inc. 401(k) Profit Sharing Plan in MA ($19M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Technology Solutions, Inc. 401(k) Plan in VA (1,428 participants, $251M 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 310549058.

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.