Profit Sharing · DOL Form 5500 · 2023
Otterbein University Profit Sharing Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 765
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $160,662
- Avg per participant Above avg balance/head
Official DOL plan name: Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by Otterbein University · Ohio · Educational Services
$123M in assets, 765 participants
Otterbein University's Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported $123M in total assets and 765 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,256 in Educational Services (3,735 peers)
Where Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits by assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $123M for 765 participants (~$160,662/participant), up 10.9% in 2023.
- #3,256
- in Educational Services (3,735 peers)
- +10.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's outsized position by total assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,906,392 Top 7% higher than 93% 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
Otterbein University Tax Deferred Annuity and Defined Contribution 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. Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (765 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported participants rose from 400 in the plan year 2022 filing to 765 in the plan year 2023 filing.
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan end-of-year assets rose from $111M in the plan year 2022 filing to $123M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 314379532 · Otterbein University PY 2023 · Profit Sharing
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · $123M · 765 · 93rd
- BOOK $123M
- BOOK 765
- BOOK 93rd
- BOOK Profit Sharing
- BOOK near Bronxcare Health System Retirement Plan
- BOOK ind #3256
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 Educational Services retirement plans → · Plans in Ohio →
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $12M |
| Employer EIN | 314379532 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otterbein University)
Sponsor-wide plan assets over time
All Otterbein University plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 22.91340170263997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 400 | $111M |
| 2023 | 1 | 765 | $123M |
| 2024 | 1 | 757 | $136M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Bronxcare Health System Retirement Plan in NY ($123M); by covered participants it is Willamette University Defined Contribution Retirement Plan in OR (766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
Similar participant headcount
Nearest other-state filings by covered participants (765 participants); asset peers above are excluded.
- Willamette University Defined Contribution Retirement Plan (OR) 766 · 1 off
- Arentfox Schiff Profit Sharing Plan (DC) 763 · 2 off
- Cozen Oconnor Profit Sharing Plan B (PA) 762 · 3 off
- Roofers Local #2 Supplemental Pension Plan (MO) 762 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.