401(k) · DOL Form 5500 · 2023

Oetiker, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
424
Participants Below avg headcount
85th
Percentile by assets National rank
$116,901
Avg per participant Below avg balance/head
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Official DOL plan name: Oetiker Retirement Plan · Sponsored by Oetiker, Inc. · Michigan · Manufacturing

$50M in assets, 424 participants

Oetiker, Inc.'s Oetiker Retirement Plan reported $50M in total assets and 424 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,776 in Manufacturing (18,722 peers)

Where Oetiker Retirement Plan sits by assets

Oetiker Retirement Plan sits in the top quartile of all filed plans by assets, $50M for 424 participants (~$116,901/participant), up 17.9% in 2023.

#14,776
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oetiker Retirement Plan's outsized position by total assets

Oetiker Retirement Plan vs every filed plan by assets

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

$49,565,954 Top 15% higher than 85% 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

Oetiker Retirement 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. Oetiker Retirement Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oetiker Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Oetiker Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Oetiker Retirement Plan reported participants fell from 429 in the plan year 2022 filing to 424 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221753284 · Oetiker, Inc. PY 2023 · 401(k)

Oetiker Retirement Plan · $50M · 424 · 85th

  • TYPE $50M
  • NET 424
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Conn's 401(k) Retirement Savings Plan
  • SCH ind #14776

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 Michigan →

Oetiker Retirement Plan in the asset neighbourhood

Oetiker Retirement Plan$50MConn's 401(k) Retirement Savings PlanConn's 401(k) Retirement Sav…$50MPrinceton Medical Group, P.a. Employees' Profit Sharing and Salary Reduction PlanPrinceton Medical Group, P.a…$50MClearwater Cardiovascular and Interventional Consultants, Md, PA 401(k) Profit Sharing PlanClearwater Cardiovascular an…$50MMillennium 401(k) Plan$50M
End-of-year total assets ($M) among Oetiker 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)$42M
Net Assets (End of Year)$50M
Net Income$8M
Employer EIN221753284
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oetiker, Inc.)

Sponsor-wide plan assets over time

All Oetiker, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 24.53312944367997% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42M $52.3M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 429 $42M
2023 1 424 $50M
2024 1 402 $52M

Nearby 401(k) Plans in Michigan

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

Oetiker Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Oetiker Retirement Plan, Total assets ($B): 0.049565954 · Participants: 424Oetiker Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Oetiker Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest 401(k) by assets is Conn's 401(k) Retirement Savings Plan in TX ($50M); by covered participants it is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 Oetiker Retirement Plan assets move in 2023?
Oetiker Retirement Plan grew sharply - up 17.9% during 2023, from $42M to $50M. Reported net income was $8M.
How have Oetiker, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oetiker, Inc.'s sponsor-wide assets grew 24.5%, from $42M to $52M.
Where does Oetiker Retirement Plan rank by assets among Form 5500 filers?
Oetiker Retirement Plan ranks in the 85th 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 Oetiker Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Conn's 401(k) Retirement Savings Plan in TX ($50M, 2,890 participants).
Which 401(k) plans cover a similar participant headcount to Oetiker Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants, $10M in assets).