Profit Sharing · DOL Form 5500 · 2023

Otness Management Co. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$490,337
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otness Management Co Profit Sharing Plan · Sponsored by Otness Management Co. · Minnesota · Real Estate

$1M in assets, 3 participants

Otness Management Co.'s Otness Management Co Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,167 in Real Estate (4,727 peers)

2023 asset change

Otness Management Co Profit Sharing Plan grew at a solid clip 13.0% in 2023 ($1M → $1M) for 3 participants.

#2,167
in Real Estate (4,727 peers)
+13.0%
assets growth YoY

Otness Management Co Profit Sharing Plan among the smaller filed plans by assets

Otness Management Co Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,471,011 27th percentile higher than 27% of 127,068 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 2023

Otness Management Co Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otness Management Co Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otness Management Co Profit Sharing Plan reported net income rose from $21K in the plan year 2022 filing to $170K in the plan year 2023 filing.
  • Otness Management Co Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411253502 · Otness Management Co. PY 2023 · Profit Sharing

Otness Management Co Profit Sharing Plan · $1M · 3 · 27th

  • 5500 $1M
  • 5500 3
  • 5500 27th
  • 5500 Profit Sharing
  • 5500 near Harvey Schonbrun, P.a. Profit Sharing Plan
  • 5500 ind #2167

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 Real Estate retirement plans → · Plans in Minnesota →

Otness Management Co Profit Sharing Plan in the asset neighbourhood

Otness Management Co Profit Sharing PlanOtness Management Co Profit …$1MHarvey Schonbrun, P.a. Profit Sharing PlanHarvey Schonbrun, P.a. Profi…$1MMapaca Corp. Profit Sharing PlanMapaca Corp. Profit Sharing …$1MPaul G. Wilke, Dds Profit Sharing PlanPaul G. Wilke, Dds Profit Sh…$1MWood It, Inc. Retirement Plan$1M
End-of-year total assets ($M) among Otness Management Co Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Otness Management Co. years around the 2023 move

Sponsor-wide plan assets over time

All Otness Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.791441944718601% vs 2022
2023 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 20222023 $2.49M $2.73M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$170K
Employer EIN411253502
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Otness Management Co Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Otness Management Co Profit Sharing Plan, Total assets ($B): 0.001471011 · Participants: 3Otness Management Co Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Otness Management Co Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Otness Management Co Profit Sharing Plan side-by-side with 3 peers →

Otness Management Co Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Harvey Schonbrun, P.a. Profit Sharing Plan in FL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Otness Management Co Profit Sharing Plan assets move in 2023? ▼
Otness Management Co Profit Sharing Plan grew at a solid clip - up 13.0% during 2023, from $1M to $1M. Reported net income was $170K.
How have Otness Management Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Otness Management Co.'s sponsor-wide assets grew 9.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Otness Management Co Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Harvey Schonbrun, P.a. Profit Sharing Plan in FL ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Otness Management Co Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411253502.

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.