Defined Benefit (Pension) · DOL Form 5500 · 2023

Otterbein Seniorlife Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
70
Participants Small participant base
67th
Percentile by assets National rank
$210,192
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otterbein Homes Retirement Plan · Sponsored by Otterbein Seniorlife · Ohio · Healthcare & Social Assistance

$15M in assets, 70 participants

Otterbein Seniorlife's Otterbein Homes Retirement Plan reported $15M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,707 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Otterbein Homes Retirement Plan grew at a solid clip 14.5% in 2023 ($13M → $15M) for 70 participants.

#12,707
in Healthcare & Social Assistance (17,684 peers)
+14.5%
assets growth YoY

Otterbein Homes Retirement Plan's outsized position by total assets

Otterbein Homes Retirement Plan vs every filed plan by assets

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

$14,713,473 Top 33% higher than 67% 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

Otterbein Homes Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otterbein Homes Retirement Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otterbein Homes Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Otterbein Homes Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Otterbein Homes Retirement Plan reported participants fell from 78 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310549058 · Otterbein Seniorlife PY 2023 · Defined Benefit (Pension)

Otterbein Homes Retirement Plan · $15M · 70 · 67th

  • 5500 $15M
  • 5500 70
  • 5500 67th
  • 5500 Defined Benefit (Pension)
  • 5500 near Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers
  • 5500 ind #12707

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 Ohio →

Otterbein Homes Retirement Plan in the asset neighbourhood

Otterbein Homes Retirement PlanOtterbein Homes Retirement P…$15MHelena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck DriversHelena Agri-Enterprises, LLC…$15MEstwing Manufacturing Company, Inc. Pension PlanEstwing Manufacturing Compan…$15MSbera Pension Plan as Adopted by Cape Ann Savings BankSbera Pension Plan as Adopte…$15MThe Oilgear Company Retirement PlanThe Oilgear Company Retireme…$15M
End-of-year total assets ($M) among Otterbein Homes Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Otterbein Seniorlife years around the 2023 move

Sponsor-wide plan assets over time

All Otterbein Seniorlife plans reported in each filing year

Latest sponsor-wide plan assets
$29M 9.688674048804275% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $32M $28.9M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 1,506 $32M
2023 2 1,728 $37M
2024 2 2,170 $29M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN310549058
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Otterbein Homes Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Otterbein Homes Retirement Plan, Total assets ($B): 0.014713473 · Participants: 70Otterbein Homes Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Otterbein Homes Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Otterbein Homes Retirement Plan side-by-side with 3 peers →

Otterbein Homes Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers in TN ($15M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Otterbein Homes Retirement Plan assets move in 2023? ▼
Otterbein Homes Retirement Plan grew at a solid clip - up 14.5% during 2023, from $13M to $15M. Reported net income was $2M.
How have Otterbein Seniorlife plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbein Seniorlife's sponsor-wide assets declined 9.7%, from $32M to $29M.
Which Defined Benefit (Pension) plans are similar in size to Otterbein Homes Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers in TN ($15M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Otterbein Homes Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (70 participants, $26M 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 310549058.

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.