401(k) · DOL Form 5500 · 2023

Ottenweller Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
138
Participants Small participant base
57th
Percentile by assets National rank
$67,472
Avg per participant Below avg balance/head
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Official DOL plan name: Ottenweller Company, Incorporated 401(k) Profit Sharing Plan · Sponsored by Ottenweller Company, Inc. · Indiana · Manufacturing

$9M in assets, 138 participants

Ottenweller Company, Inc.'s Ottenweller Company, Incorporated 401(k) Profit Sharing Plan reported $9M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,015 in Manufacturing (18,722 peers)

Coverage in Indiana

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan covers 138 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#8,015
in Manufacturing (18,722 peers)
+12.6%
assets growth YoY

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,311,166 Top 43% higher than 57% 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

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ottenweller Company, Incorporated 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ottenweller Company, Incorporated 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ottenweller Company, Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350904506 · Ottenweller Company, Inc. PY 2023 · 401(k)

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan · $9M · 138 · 57th

  • BOOK $9M
  • BOOK 138
  • BOOK 57th
  • BOOK 401(k)
  • BOOK near J.P. Lamborn Co. 401(k) Profit Sharing Plan
  • BOOK ind #8015

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 Manufacturing retirement plans → · Plans in Indiana →

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Ottenweller Company, Incorporated 401(k) Profit Sharing PlanOttenweller Company, Incorpo…$9MJ.P. Lamborn Co. 401(k) Profit Sharing PlanJ.P. Lamborn Co. 401(k) Prof…$9MValve & Actuation Services, LLC D.B.a. Chalmers & Kubeck South 401(k) PlanValve & Actuation Services, …$9MQuality of Life Health Services, Inc. 401(k) PlanQuality of Life Health Servi…$9MDuke School 401(k) Plan$9M
End-of-year total assets ($M) among Ottenweller Company, Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN350904506
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ottenweller Company, Inc.)

Sponsor-wide plan assets over time

All Ottenweller Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.912389867688276% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.27M $10.7M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 137 $8M
2023 1 138 $9M
2024 1 152 $11M

Nearby 401(k) Plans in Indiana

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

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ottenweller Company, Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.009311166 · Participants: 138Ottenweller Company, Incorporated 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ottenweller Company, Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ottenweller Company, Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ottenweller Company, Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is J.P. Lamborn Co. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Ottenweller Company, Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Ottenweller Company, Incorporated 401(k) Profit Sharing Plan grew at a solid clip - up 12.6% during 2023, from $8M to $9M. Reported net income was $1M.
How have Ottenweller Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ottenweller Company, Inc.'s sponsor-wide assets grew 29.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Ottenweller Company, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.P. Lamborn Co. 401(k) Profit Sharing Plan in CA ($9M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Ottenweller Company, Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 350904506.

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.