401(k) · DOL Form 5500 · 2023

Otc Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,056
Participants Near avg headcount
91st
Percentile by assets National rank
$85,474
Avg per participant Below avg balance/head
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Official DOL plan name: Otc Brands, Inc. 401(k) Retirement Plan · Sponsored by Otc Brands, Inc. · Nebraska · Retail Trade

$90M in assets, 1,056 participants

Otc Brands, Inc.'s Otc Brands, Inc. 401(k) Retirement Plan reported $90M in total assets and 1,056 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,969 in Retail Trade (8,414 peers)

Where Otc Brands, Inc. 401(k) Retirement Plan sits by assets

Otc Brands, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 1,056 participants (~$85,474/participant), up 18.9% in 2023.

#7,969
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Otc Brands, Inc. 401(k) Retirement Plan's outsized position by total assets

Otc Brands, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$90,260,849 Top 9% higher than 91% 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

Otc Brands, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otc Brands, Inc. 401(k) Retirement Plan lands in the large band (1,056 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otc Brands, Inc. 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Otc Brands, Inc. 401(k) Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Otc Brands, Inc. 401(k) Retirement Plan reported participants rose from 1,028 in the plan year 2022 filing to 1,056 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274791180 · Otc Brands, Inc. PY 2023 · 401(k)

Otc Brands, Inc. 401(k) Retirement Plan · $90M · 1,056 · 91st

  • EIN $90M
  • EIN 1,056
  • EIN 91st
  • EIN 401(k)
  • EIN near Fulgent Therapeutics LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #7969

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 Retail Trade retirement plans → · Plans in Nebraska →

Otc Brands, Inc. 401(k) Retirement Plan in the asset neighbourhood

Otc Brands, Inc. 401(k) Retirement PlanOtc Brands, Inc. 401(k) Reti…$90MFulgent Therapeutics LLC 401(k) Profit Sharing Plan & TrustFulgent Therapeutics LLC 401…$90MEcho, Inc. Deferred Savings PlanEcho, Inc. Deferred Savings …$90MCummings & Lockwood Employees 401(k) Savings PlanCummings & Lockwood Employee…$90MA.I. Solutions, Inc. 401(k) PlanA.I. Solutions, Inc. 401(k) …$90M
End-of-year total assets ($M) among Otc Brands, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$90M
Net Income$14M
Employer EIN274791180
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otc Brands, Inc.)

Sponsor-wide plan assets over time

All Otc Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$99M 30.92861886919669% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.9M $99.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 1,028 $76M
2023 1 1,056 $90M
2024 1 1,083 $99M

Nearby 401(k) Plans in Nebraska

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

Otc Brands, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Otc Brands, Inc. 401(k) Retirement Plan, Total assets ($B): 0.090260849 · Participants: 1056Otc Brands, Inc. 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Otc Brands, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Otc Brands, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Otc Brands, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Fulgent Therapeutics LLC 401(k) Profit Sharing Plan & Trust in CA ($90M); by covered participants it is Local 8a-28a 401(k) Retirement Fund in NY (1,056 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,056 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 Otc Brands, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Otc Brands, Inc. 401(k) Retirement Plan grew sharply - up 18.9% during 2023, from $76M to $90M. Reported net income was $14M.
How have Otc Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otc Brands, Inc.'s sponsor-wide assets grew 30.9%, from $76M to $99M.
Where does Otc Brands, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Otc Brands, Inc. 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Otc Brands, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fulgent Therapeutics LLC 401(k) Profit Sharing Plan & Trust in CA ($90M, 912 participants).
Which 401(k) plans cover a similar participant headcount to Otc Brands, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Local 8a-28a 401(k) Retirement Fund in NY (1,056 participants, $58M 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 274791180.

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.