401(k) · DOL Form 5500 · 2023
Otterstedt Insurance Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $109,195
- Avg per participant Below avg balance/head
Official DOL plan name: Otterstedt Agency 401(k) Plan · Sponsored by Otterstedt Insurance Agency, Inc. · New Jersey · Finance & Insurance
$12M in assets, 107 participants
Otterstedt Insurance Agency, Inc.'s Otterstedt Agency 401(k) Plan reported $12M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,154 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Otterstedt Agency 401(k) Plan covers 107 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.
- #4,154
- in Finance & Insurance (8,869 peers)
- +10.2%
- assets growth YoY
Otterstedt Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Otterstedt Agency 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,683,905 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Otterstedt Agency 401(k) 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. Otterstedt Agency 401(k) Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Otterstedt Agency 401(k) Plan reported net income rose from -$876K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Otterstedt Agency 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 222062033 · Otterstedt Insurance Agency, Inc. PY 2023 · 401(k)
Otterstedt Agency 401(k) Plan · $12M · 107 · 62nd
- PART $12M
- PART 107
- PART 62nd
- PART 401(k)
- PART near Community Resources Staten Island, Inc. 403(b) Plan
- PART ind #4154
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Otterstedt Agency 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 222062033 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otterstedt Insurance Agency, Inc.)
Sponsor-wide plan assets over time
All Otterstedt Insurance Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.874953423546224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $11M |
| 2023 | 1 | 107 | $12M |
| 2024 | 1 | 117 | $13M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Otterstedt Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Community Resources Staten Island, Inc. 403(b) Plan in NY ($12M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
- Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
- Aes, Inc. 401(k) Plan (GA) 107 · 0 off
- Joseph J. Blake & Associates, Inc. Savings and Retirement Plan (NY) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.