401(k) · DOL Form 5500 · 2023

Otterbein Homes 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,658
Participants Near avg headcount
75th
Percentile by assets National rank
$13,495
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otterbein Homes 401(k) Plan · Sponsored by Otterbein Homes · Ohio · Healthcare & Social Assistance

$22M in assets, 1,658 participants

Otterbein Homes's Otterbein Homes 401(k) Plan reported $22M in total assets and 1,658 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,905 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Otterbein Homes 401(k) Plan covers 1,658 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $22M.

#13,905
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Otterbein Homes 401(k) Plan's outsized position by total assets

Otterbein Homes 401(k) Plan vs every filed plan by assets

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

$22,374,254 Top 25% higher than 75% 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

Otterbein Homes 401(k) 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. Otterbein Homes 401(k) Plan lands in the large band (1,658 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otterbein Homes 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Otterbein Homes 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Otterbein Homes 401(k) Plan reported participants rose from 1,428 in the plan year 2022 filing to 1,658 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310549058 · Otterbein Homes PY 2023 · 401(k)

Otterbein Homes 401(k) Plan · $22M · 1,658 · 75th

  • NET $22M
  • NET 1,658
  • NET 75th
  • NET 401(k)
  • NET near Jewish Federation of Spbc, Inc. 401(k) Plan
  • NET ind #13905

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Otterbein Homes 401(k) Plan in the asset neighbourhood

Otterbein Homes 401(k) Plan$22MJewish Federation of Spbc, Inc. 401(k) PlanJewish Federation of Spbc, I…$22MWanner Engineering, Inc. 401(k) PlanWanner Engineering, Inc. 401…$22MMacelree, Harvey, Ltd. 401(k) PlanMacelree, Harvey, Ltd. 401(k…$22MQ-Mation/Strongarm 401(k) Retirement PlanQ-Mation/Strongarm 401(k) Re…$22M
End-of-year total assets ($M) among Otterbein Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN310549058
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterbein Homes)

Sponsor-wide plan assets over time

All Otterbein Homes plans reported in each filing year

Latest sponsor-wide plan assets
$29M 9.688674048804275% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $32M $28.9M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 1,506 $32M
2023 2 1,728 $37M
2024 2 2,170 $29M

Nearby 401(k) Plans in Ohio

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

Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Otterbein Homes 401(k) Plan, Total assets ($B): 0.022374254 · Participants: 1658Otterbein Homes 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Otterbein Homes 401(k) Plan side-by-side with 3 peers →

Otterbein Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jewish Federation of Spbc, Inc. 401(k) Plan in FL ($22M); by covered participants it is Eplus Inc. 401(k) Profit Sharing Plan in VA (1,658 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,658 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 Otterbein Homes 401(k) Plan assets move in 2023? ▼
Otterbein Homes 401(k) Plan grew sharply - up 17.0% during 2023, from $19M to $22M. Reported net income was $3M.
How have Otterbein Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbein Homes's sponsor-wide assets declined 9.7%, from $32M to $29M.
Where does Otterbein Homes 401(k) Plan rank by assets among Form 5500 filers? ▼
Otterbein Homes 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jewish Federation of Spbc, Inc. 401(k) Plan in FL ($22M, 831 participants).
Which 401(k) plans cover a similar participant headcount to Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eplus Inc. 401(k) Profit Sharing Plan in VA (1,658 participants, $248M 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 310549058.

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.