Profit Sharing · DOL Form 5500 · 2023

Otterbein University Profit Sharing Plan

Data updated 2026-08-11

$123M
Total assets
765
Participants
93rd
Percentile by assets
$160,662
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$123M
total plan assets (2023 EOY)
765
covered participants
93rd
percentile by assets (of 127,072 plans)
$160,662
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Ohio
Industry
Educational Services

Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$123M
Net Income$12M
Employer EIN314379532
Plan Effective Date1951-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterbein University)

$100M$110M$120M$130M$140M 202220232024 $111M $136M â–˛ +22.9%
Total plan assets by year, all Otterbein University plans on file
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.

Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Otterbein University…Cleveland Clinic Inv…Masterbrand, Inc. Re…The Employer Retirem…Three Rivers Annuity…Holzer Health System…
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Otterbein University Tax Deferred Annuit… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan assets move in 2023? ▼
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan grew at a solid clip - up 10.9% during 2023, from $111M to $123M. Reported net income was $12M.
How have Otterbein University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbein University's sponsor-wide assets grew 22.9%, from $111M to $136M.
Where does Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bronxcare Health System Retirement Plan in NY ($123M, 865 participants).

Next read for Otterbein University Tax Deferred Annuit…

Scale reading

Ways to act on Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's numbers.

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 314379532.

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.