401(k) · DOL Form 5500 · 2023

Thomas and Stacey Ot, Inc. 401(k) Plan

Data updated 2026-08-25

$607
Total assets Small plan by assets
3
Participants Small participant base
0th
Percentile by assets National rank
$202
Avg per participant Low balance/head
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Official DOL plan name: Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan · Sponsored by Thomas and Stacey Ot, Inc. · Alabama · Arts, Entertainment & Recreation

$607 in assets, 3 participants

Thomas and Stacey Ot, Inc.'s Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan reported $607 in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #35 in Arts, Entertainment & Recreation (2,945 peers)

What the 2023 filing shows

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan holds $607 for 3 participants - about $202 per participant, among the smaller plans by assets on file.

#35
in Arts, Entertainment & Recreation (2,945 peers)
+0.5%
assets growth YoY

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$607 0th percentile higher than 0% 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

Thomas and Stacey Ot, Inc. 401(k) 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. Thomas and Stacey Ot, Inc. 401(k) 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

  • Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan reported net income rose from $1 in the plan year 2022 filing to $3 in the plan year 2023 filing.
  • Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830558390 · Thomas and Stacey Ot, Inc. PY 2023 · 401(k)

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan · $607 · 3 · 0th

  • PART $607
  • PART 3
  • PART 0th
  • PART 401(k)
  • PART near Baham Asi 401(k)
  • PART ind #35

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 Arts, Entertainment & Recreation retirement plans → · Plans in Alabama →

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing PlanThomas and Stacey Ot, Inc. 4…$607Baham Asi 401(k)$606Law Offices of Douglas J. Brunner Retirement PlanLaw Offices of Douglas J. Br…$609Stes Retirement Plan$603N Star Partners Corp. 401(k) Profit Sharing PlanN Star Partners Corp. 401(k)…$612
End-of-year total assets ($M) among Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$604
Net Assets (End of Year)$607
Net Income$3
Employer EIN830558390
Plan Effective Date2018-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Thomas and Stacey Ot, Inc.)

Sponsor-wide plan assets over time

All Thomas and Stacey Ot, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$609 0.8278145695364238% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $604
2023 1 3 $607
2024 1 4 $609

Nearby 401(k) Plans in Alabama

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

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 6.07e-7 · Participants: 3Thomas and Stacey Ot, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Baham Asi 401(k) in TX ($606); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($607 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 Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.5% during 2023, from $604 to $607. Reported net income was $3.
How have Thomas and Stacey Ot, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thomas and Stacey Ot, Inc.'s sponsor-wide assets grew 0.8%, from $604 to $609.
Where does Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baham Asi 401(k) in TX ($606, 1 participant).
Which 401(k) plans cover a similar participant headcount to Thomas and Stacey Ot, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 830558390.

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.