401(k) · DOL Form 5500 · 2023

Otis Health Care Center 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
203
Participants Below avg headcount
75th
Percentile by assets National rank
$111,400
Avg per participant Below avg balance/head
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Official DOL plan name: Otis Health Care Center 401(k) Plan · Sponsored by Otis Health Care Center · Vermont · Healthcare & Social Assistance

$23M in assets, 203 participants

Otis Health Care Center's Otis Health Care Center 401(k) Plan reported $23M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,930 in Healthcare & Social Assistance (17,684 peers)

Where Otis Health Care Center 401(k) Plan sits by assets

Otis Health Care Center 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 203 participants (~$111,400/participant), up 23.8% in 2023.

#13,930
in Healthcare & Social Assistance (17,684 peers)
+23.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Otis Health Care Center 401(k) Plan's outsized position by total assets

Otis Health Care Center 401(k) Plan vs every filed plan by assets

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

$22,614,192 Top 25% higher than 75% 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

Otis Health Care Center 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. Otis Health Care Center 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otis Health Care Center 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Otis Health Care Center 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Otis Health Care Center 401(k) Plan reported participants fell from 211 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030177161 · Otis Health Care Center PY 2023 · 401(k)

Otis Health Care Center 401(k) Plan · $23M · 203 · 75th

  • EIN $23M
  • EIN 203
  • EIN 75th
  • EIN 401(k)
  • EIN near The Hyde Group Employee Profit Sharing and 401(k) Plan
  • EIN ind #13930

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 Vermont →

Otis Health Care Center 401(k) Plan in the asset neighbourhood

Trim-Tex, Inc. Employees Profit Sharing PlanTrim-Tex, Inc. Employees Pro…$23MCheyenne 401(k) Plan$23MOtis Health Care Center 401(k) PlanOtis Health Care Center 401(…$23MThe Hyde Group Employee Profit Sharing and 401(k) PlanThe Hyde Group Employee Prof…$23MNextech 401(k) Plan$23M
End-of-year total assets ($M) among Otis Health Care Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN030177161
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otis Health Care Center)

Sponsor-wide plan assets over time

All Otis Health Care Center plans reported in each filing year

Latest sponsor-wide plan assets
$26M 43.49952207499086% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.2M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 211 $18M
2023 1 203 $23M
2024 1 213 $26M

Nearby 401(k) Plans in Vermont

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

Otis Health Care Center 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Otis Health Care Center 401(k) Plan, Total assets ($B): 0.022614192 · Participants: 203Otis Health Care Center 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Otis Health Care Center 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Otis Health Care Center 401(k) Plan side-by-side with 3 peers →

Otis Health Care Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is The Hyde Group Employee Profit Sharing and 401(k) Plan in MA ($23M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Otis Health Care Center 401(k) Plan assets move in 2023? ▼
Otis Health Care Center 401(k) Plan grew sharply - up 23.8% during 2023, from $18M to $23M. Reported net income was $4M.
How have Otis Health Care Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis Health Care Center's sponsor-wide assets grew 43.5%, from $18M to $26M.
Where does Otis Health Care Center 401(k) Plan rank by assets among Form 5500 filers? ▼
Otis Health Care Center 401(k) Plan ranks in the 75th 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 Otis Health Care Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hyde Group Employee Profit Sharing and 401(k) Plan in MA ($23M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Otis Health Care Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 030177161.

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.