401(k) · DOL Form 5500 · 2023

Otr Capital 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
290
Participants Below avg headcount
54th
Percentile by assets National rank
$27,368
Avg per participant Low balance/head
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Official DOL plan name: Otr Solutions 401(k) Plan · Sponsored by Otr Capital · Georgia · Finance & Insurance

$8M in assets, 290 participants

Otr Capital's Otr Solutions 401(k) Plan reported $8M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,429 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Otr Solutions 401(k) Plan covers 290 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $8M.

#3,429
in Finance & Insurance (8,869 peers)
+58.2%
assets growth YoY

Otr Solutions 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Otr Solutions 401(k) Plan vs every filed plan by assets

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

$7,936,840 Top 46% higher than 54% 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

Otr Solutions 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. Otr Solutions 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otr Solutions 401(k) Plan reported net income rose from $707K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Otr Solutions 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Otr Solutions 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452395903 · Otr Capital PY 2023 · 401(k)

Otr Solutions 401(k) Plan · $8M · 290 · 54th

  • PCT $8M
  • EIN 290
  • RANK 54th
  • PHOTO 401(k)
  • IND near Wagstaff LLP 401(k) Profit Sharing Plan
  • EOY ind #3429

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 Georgia →

Otr Solutions 401(k) Plan in the asset neighbourhood

Otr Solutions 401(k) Plan$8MWagstaff LLP 401(k) Profit Sharing PlanWagstaff LLP 401(k) Profit S…$8MVicasa, Ltd 401 (K) Profit Sharing PlanVicasa, Ltd 401 (K) Profit S…$8MLalor Dental LLC 401(k) Profit Sharing PlanLalor Dental LLC 401(k) Prof…$8MThe Billhighway 401(k) Plan$8M
End-of-year total assets ($M) among Otr Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN452395903
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otr Capital)

Sponsor-wide plan assets over time

All Otr Capital plans reported in each filing year

Latest sponsor-wide plan assets
$12M 132.5728624541245% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.02M $11.7M ▲ +132.5%
Year Plans Participants Total Assets
2022 1 219 $5M
2023 1 290 $8M
2024 1 309 $12M

Nearby 401(k) Plans in Georgia

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

Otr Solutions 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Otr Solutions 401(k) Plan, Total assets ($B): 0.00793684 · Participants: 290Otr Solutions 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Otr Solutions 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Otr Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Wagstaff LLP 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Otr Solutions 401(k) Plan assets move in 2023? ▼
Otr Solutions 401(k) Plan surged - up 58.2% during 2023, from $5M to $8M. Reported net income was $3M.
How have Otr Capital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otr Capital's sponsor-wide assets grew 132.6%, from $5M to $12M.
Which 401(k) plans are similar in size to Otr Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wagstaff LLP 401(k) Profit Sharing Plan in TX ($8M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Otr Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 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 452395903.

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.