401(k) · DOL Form 5500 · 2022

Otterstedt Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
106
Participants Small participant base
66th
Percentile by assets National rank
$100,008
Avg per participant Below avg balance/head
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Official DOL plan name: Otterstedt Agency 401(k) Plan · Sponsored by Otterstedt Insurance Agency, Inc. · New Jersey · Finance & Insurance

$11M in assets, 106 participants

Otterstedt Insurance Agency, Inc.'s Otterstedt Agency 401(k) Plan reported $11M in total assets and 106 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.

  • #4,595 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

Otterstedt Agency 401(k) Plan covers 106 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#4,595
in Finance & Insurance (9,261 peers)
-7.6%
assets change YoY

The plan reported a net loss of $876K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Otterstedt Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Otterstedt Agency 401(k) Plan vs every filed plan by assets

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

$10,600,850 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

Otterstedt Agency 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. Otterstedt Agency 401(k) Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 222062033 · Otterstedt Insurance Agency, Inc. PY 2022 · 401(k)

Otterstedt Agency 401(k) Plan · $11M · 106 · 66th

  • 5500 $11M
  • ASSETS 106
  • PCT 66th
  • EIN 401(k)
  • RANK near Hospice of East Texas Safe Harbor 401(k) Plan
  • PHOTO ind #4595

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Otterstedt Agency 401(k) Plan in the asset neighbourhood

Otterstedt Agency 401(k) Plan$11MHospice of East Texas Safe Harbor 401(k) PlanHospice of East Texas Safe H…$11MRetirement Plan for the Employees of Northeast Counseling ServicesRetirement Plan for the Empl…$11MWestbank Fishing, LLC 401(k) PlanWestbank Fishing, LLC 401(k)…$11MBryan Associated Group 401(k) and Profit Sharing PlanBryan Associated Group 401(k…$11M
End-of-year total assets ($M) among Otterstedt Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$876K
Employer EIN222062033
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterstedt Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Otterstedt Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.874953423546224% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.6M $12.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 106 $11M
2023 1 107 $12M
2024 1 117 $13M

Nearby 401(k) Plans in New Jersey

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

Otterstedt Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Otterstedt Agency 401(k) Plan, Total assets ($B): 0.01060085 · Participants: 106Otterstedt Agency 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Otterstedt Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Otterstedt Agency 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($11M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Otterstedt Agency 401(k) Plan assets move in 2022? ▼
Otterstedt Agency 401(k) Plan pulled back noticeably - down 7.6% during 2022, from $11M to $11M. Reported net income was -$876K.
How have Otterstedt Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterstedt Insurance Agency, Inc.'s sponsor-wide assets grew 19.9%, from $11M to $13M.
Which 401(k) plans are similar in size to Otterstedt Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of East Texas Safe Harbor 401(k) Plan in TX ($11M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Otterstedt Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A 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 222062033.

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.