Money Purchase · DOL Form 5500 · 2023

Otness Management Co Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$419,617
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$1M in assets, 3 participants

Otness Management Co's Otness Management Co. Money Purchase Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,068 in Real Estate (4,727 peers)

What the 2023 filing shows

Otness Management Co. Money Purchase Plan holds $1M for 3 participants - about $419,617 per participant, in the lower half of filed plans by assets.

#2,068
in Real Estate (4,727 peers)
+6.2%
assets growth YoY

Otness Management Co. Money Purchase Plan among the smaller filed plans by assets

Otness Management Co. Money Purchase Plan vs every filed plan by assets

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

$1,258,850 26th percentile higher than 26% 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. Money Purchase 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. Money Purchase 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. Money Purchase Plan reported net income rose from $9K in the plan year 2022 filing to $74K in the plan year 2023 filing.
  • Otness Management Co. Money Purchase 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 · Money Purchase

Otness Management Co. Money Purchase Plan · $1M · 3 · 26th

  • SCH $1M
  • SCH 3
  • SCH 26th
  • SCH Money Purchase
  • SCH near Tops Liquors Inc Employee Pension
  • SCH ind #2068

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. Money Purchase Plan in the asset neighbourhood

Otness Management Co. Money Purchase PlanOtness Management Co. Money …$1MTops Liquors Inc Employee PensionTops Liquors Inc Employee Pe…$1MSpecialists in Anesthesia, P.C. Money Purchase PlnSpecialists in Anesthesia, P…$1MRetirement Plan of Cassandra M. Milbury Separate Trust for ChildrenRetirement Plan of Cassandra…$1MRetirement Plan of Seward Prosser Mellon Separate Trust for ChildrenRetirement Plan of Seward Pr…$1M
End-of-year total assets ($M) among Otness Management Co. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$74K
Employer EIN411253502
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otness Management Co)

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

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Otness Management Co. Money Purchase Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Otness Management Co. Money Purchase Plan, Total assets ($M): 1.25885 · Participants: 3Otness Management Co. Money Purchase PlanThrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution Plan
Otness Management Co. Money Purchase Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Otness Management Co. Money Purchase Plan side-by-side with 3 peers →

Otness Management Co. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Tops Liquors Inc Employee Pension in AZ ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

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. Money Purchase Plan assets move in 2023? ▼
Otness Management Co. Money Purchase Plan grew at a solid clip - up 6.2% during 2023, from $1M to $1M. Reported net income was $74K.
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 Money Purchase plans are similar in size to Otness Management Co. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tops Liquors Inc Employee Pension in AZ ($1M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Otness Management Co. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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.