Profit Sharing · DOL Form 5500 · 2023

Blue Otter Training, Inc. Profit Sharing Plan

Data updated 2026-08-25

$160K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$160,398
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blue Otter Training, Inc. 401(k) Profit Sharing Plan · Sponsored by Blue Otter Training, Inc. · Ohio · Other Services

$160K in assets, 1 participants

Blue Otter Training, Inc.'s Blue Otter Training, Inc. 401(k) Profit Sharing Plan reported $160K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,542 in Other Services (7,857 peers)

Blue Otter Training, Inc. multi-year trail

Blue Otter Training, Inc.'s plans moved +50.6% in assets from 2022 to 2023; this filing shows Blue Otter Training, Inc. 401(k) Profit Sharing Plan at $160K / 1 participant.

#1,542
in Other Services (7,857 peers)
+50.6%
assets growth YoY

Blue Otter Training, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Blue Otter Training, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$160,398 9th percentile higher than 9% 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

Blue Otter Training, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blue Otter Training, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blue Otter Training, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $107K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Blue Otter Training, Inc. 401(k) Profit Sharing Plan reported net income fell from $107K in the plan year 2022 filing to $54K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 873789633 · Blue Otter Training, Inc. PY 2023 · Profit Sharing

Blue Otter Training, Inc. 401(k) Profit Sharing Plan · $160K · 1 · 9th

  • PHOTO $160K
  • PHOTO 1
  • PHOTO 9th
  • PHOTO Profit Sharing
  • PHOTO near J. Martin English, Md PA Profit Sharing Plan
  • PHOTO ind #1542

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 Other Services retirement plans → · Plans in Ohio →

Blue Otter Training, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Blue Otter Training, Inc. 401(k) Profit Sharing PlanBlue Otter Training, Inc. 40…$160KJ. Martin English, Md PA Profit Sharing PlanJ. Martin English, Md PA Pro…$160KSalada Ventures Inc. Retirement PlanSalada Ventures Inc. Retirem…$160KSolebury Landscaping Group Inc Profit Sharing PlanSolebury Landscaping Group I…$160KLlt Ventures Inc. Retirement PlanLlt Ventures Inc. Retirement…$160K
End-of-year total assets ($M) among Blue Otter Training, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Blue Otter Training, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blue Otter Training, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$160K 50.56462438163539% vs 2022
2023 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M 20222023 $0.11M $0.16M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 1 $107K
2023 1 1 $160K

Blue Otter Training, Inc. filing trail (2023)

Total Assets (Beginning of Year)$107K
Net Assets (End of Year)$160K
Net Income$54K
Employer EIN873789633
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Blue Otter Training, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Blue Otter Training, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000160398 · Participants: 1Blue Otter Training, Inc. 401(k) Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Blue Otter Training, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Blue Otter Training, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is J. Martin English, Md PA Profit Sharing Plan in TX ($160K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Blue Otter Training, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Blue Otter Training, Inc. 401(k) Profit Sharing Plan surged - up 50.6% during 2023, from $107K to $160K. Reported net income was $54K.
How have Blue Otter Training, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Blue Otter Training, Inc.'s sponsor-wide assets grew 50.6%, from $107K to $160K.
Where does Blue Otter Training, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Blue Otter Training, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Blue Otter Training, Inc. 401(k) Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is J. Martin English, Md PA Profit Sharing Plan in TX ($160K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Blue Otter Training, Inc. 401(k) Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).