401(k) · DOL Form 5500 · 2023

Otto Instrument Service, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
82
Participants Small participant base
35th
Percentile by assets National rank
$33,965
Avg per participant Low balance/head
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Official DOL plan name: Otto Instrument Service, Inc. Profit Sharing 401(k) Plan · Sponsored by Otto Instrument Service, Inc. · California · Manufacturing

$3M in assets, 82 participants

Otto Instrument Service, Inc.'s Otto Instrument Service, Inc. Profit Sharing 401(k) Plan reported $3M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,440 in Manufacturing (18,722 peers)

Otto Instrument Service, Inc. multi-year trail

Otto Instrument Service, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Otto Instrument Service, Inc. Profit Sharing 401(k) Plan at $3M / 82 participants.

#3,440
in Manufacturing (18,722 peers)
+27.4%
assets growth YoY

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,785,164 35th percentile higher than 35% 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

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otto Instrument Service, Inc. Profit Sharing 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otto Instrument Service, Inc. Profit Sharing 401(k) Plan reported net income rose from -$380K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Otto Instrument Service, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952627510 · Otto Instrument Service, Inc. PY 2023 · 401(k)

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan · $3M · 82 · 35th

  • PCT $3M
  • EIN 82
  • RANK 35th
  • PHOTO 401(k)
  • IND near Capital Area Health Network 401(k) Profit Sharing Plan and T
  • EOY ind #3440

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 California →

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Otto Instrument Service, Inc. Profit Sharing 401(k) PlanOtto Instrument Service, Inc…$3MCapital Area Health Network 401(k) Profit Sharing Plan and TCapital Area Health Network …$3MAssociation Partners, Inc. Safe Harbor Match 401(k) PlanAssociation Partners, Inc. S…$3MNew Waterloo 401(k) Plan$3MInstitute of Plastic Surgery P 401(k) Profit Sharing Plan & TrustInstitute of Plastic Surgery…$3M
End-of-year total assets ($M) among Otto Instrument Service, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Otto Instrument Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Otto Instrument Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.1696471858106% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.19M $3.26M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 82 $2M
2023 1 82 $3M
2024 1 88 $3M

Otto Instrument Service, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$599K
Employer EIN952627510
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Otto Instrument Service, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.002785164 · Participants: 82Otto Instrument Service, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Otto Instrument Service, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Otto Instrument Service, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Otto Instrument Service, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Capital Area Health Network 401(k) Profit Sharing Plan and T in VA ($3M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Otto Instrument Service, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Otto Instrument Service, Inc. Profit Sharing 401(k) Plan grew sharply - up 27.4% during 2023, from $2M to $3M. Reported net income was $599K.
How have Otto Instrument Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otto Instrument Service, Inc.'s sponsor-wide assets grew 49.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Otto Instrument Service, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Area Health Network 401(k) Profit Sharing Plan and T in VA ($3M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Otto Instrument Service, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 952627510.

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.