Other · DOL Form 5500 · 2023
Otis R. Bowen Center for Human Services, Inc. Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,226
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $17,959
- Avg per participant Low balance/head
Official DOL plan name: Otis R. Bowen Center 403(b) Plan · Sponsored by Otis R. Bowen Center for Human Services, Inc. · Indiana · Healthcare & Social Assistance
$22M in assets, 1,226 participants
Otis R. Bowen Center for Human Services, Inc.'s Otis R. Bowen Center 403(b) Plan reported $22M in total assets and 1,226 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,869 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Otis R. Bowen Center 403(b) Plan covers 1,226 participants in Indiana, 2.3x the typical Indiana plan (state average ~541 per filing). Assets: $22M.
- #13,869
- in Healthcare & Social Assistance (17,684 peers)
- +21.8%
- assets growth YoY
Otis R. Bowen Center 403(b) Plan's outsized position by total assets
Otis R. Bowen Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,017,569 Top 26% higher than 74% 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
Otis R. Bowen Center 403(b) 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. Otis R. Bowen Center 403(b) Plan lands in the large band (1,226 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Otis R. Bowen Center 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Otis R. Bowen Center 403(b) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Otis R. Bowen Center 403(b) Plan reported participants fell from 1,366 in the plan year 2022 filing to 1,226 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351057889 · Otis R. Bowen Center for Human Services, Inc. PY 2023 · Other
Otis R. Bowen Center 403(b) Plan · $22M · 1,226 · 74th
- PHOTO $22M
- PHOTO 1,226
- PHOTO 74th
- PHOTO Other
- PHOTO near Memorial Community Health Inc. Tax Deferred Annuity Plan
- PHOTO ind #13869
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 Indiana →
Otis R. Bowen Center 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 351057889 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otis R. Bowen Center for Human Services, Inc.)
Sponsor-wide plan assets over time
All Otis R. Bowen Center for Human Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 38.175788984635126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,366 | $18M |
| 2023 | 1 | 1,226 | $22M |
| 2024 | 1 | 1,187 | $25M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Otis R. Bowen Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Memorial Community Health Inc. Tax Deferred Annuity Plan in NE ($22M); by covered participants it is Adelphi University Defined Contribution Retirement Plan in NY (1,225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Memorial Community Health Inc. Tax Deferred Annuity Plan (NE) $22M · 272
- Heritage University Retirement Plan (WA) $22M · 241
- Goldey-Beacom College 403(b) Plan (DE) $22M · 181
- Aua Tax Sheltered Annuity Plan (MD) $22M · 143
Similar participant headcount
Nearest other-state filings by covered participants (1,226 participants); asset peers above are excluded.
- Adelphi University Defined Contribution Retirement Plan (NY) 1,225 · 1 off
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,227 · 1 off
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) 1,224 · 2 off
- Northeast District Council of the Opcmia Annuity Fund (NY) 1,224 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.