401(k) · DOL Form 5500 · 2023

Otis Products, Inc. Dba Otis Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
82
Participants Small participant base
63rd
Percentile by assets National rank
$148,321
Avg per participant Above avg balance/head
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Official DOL plan name: Otis Products, Inc. 401(k) Safe Harbor Plan · Sponsored by Otis Products, Inc. Dba Otis Technology, Inc. · New York · Manufacturing

$12M in assets, 82 participants

Otis Products, Inc. Dba Otis Technology, Inc.'s Otis Products, Inc. 401(k) Safe Harbor Plan reported $12M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,369 in Manufacturing (18,722 peers)

Otis Products, Inc. Dba Otis Technology, Inc. multi-year trail

Otis Products, Inc. Dba Otis Technology, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Otis Products, Inc. 401(k) Safe Harbor Plan at $12M / 82 participants.

#9,369
in Manufacturing (18,722 peers)
+12.7%
assets growth YoY

Otis Products, Inc. 401(k) Safe Harbor Plan's mid-pack asset rank among Manufacturing and all filers

Otis Products, Inc. 401(k) Safe Harbor Plan vs every filed plan by assets

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

$12,162,341 Top 37% higher than 63% 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 Products, Inc. 401(k) Safe Harbor 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. Otis Products, Inc. 401(k) Safe Harbor Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Otis Products, Inc. 401(k) Safe Harbor Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Otis Products, Inc. 401(k) Safe Harbor Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Otis Products, Inc. 401(k) Safe Harbor Plan reported participants fell from 92 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161367664 · Otis Products, Inc. Dba Otis Technology, Inc. PY 2023 · 401(k)

Otis Products, Inc. 401(k) Safe Harbor Plan · $12M · 82 · 63rd

  • PART $12M
  • TYPE 82
  • NET 63rd
  • BOOK 401(k)
  • VS-ST near The Schneider Corporation 401(k) Profit Sharing Plan
  • BOY ind #9369

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 Manufacturing retirement plans → · Plans in New York →

Otis Products, Inc. 401(k) Safe Harbor Plan in the asset neighbourhood

Otis Products, Inc. 401(k) Safe Harbor PlanOtis Products, Inc. 401(k) S…$12MThe Schneider Corporation 401(k) Profit Sharing PlanThe Schneider Corporation 40…$12MEconet 401(k) Plan$12MJay Industrial Repair, Inc. Employee Savings Retirement PlanJay Industrial Repair, Inc. …$12MTransource, Inc. 401(k) Investment PlanTransource, Inc. 401(k) Inve…$12M
End-of-year total assets ($M) among Otis Products, Inc. 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Otis Products, Inc. Dba Otis Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Otis Products, Inc. Dba Otis Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.11017259823419% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.2M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 92 $11M
2023 1 82 $12M
2024 1 91 $13M

Otis Products, Inc. Dba Otis Technology, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN161367664
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Otis Products, Inc. 401(k) Safe Harbor Plan, Total assets ($B): 0.012162341 · Participants: 82Otis Products, Inc. 401(k) Safe Harbor PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Otis Products, Inc. 401(k) Safe Harbor Plan side-by-side with 3 peers →

Otis Products, Inc. 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Schneider Corporation 401(k) Profit Sharing Plan in IN ($12M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Products, Inc. 401(k) Safe Harbor Plan assets move in 2023? ▼
Otis Products, Inc. 401(k) Safe Harbor Plan grew at a solid clip - up 12.7% during 2023, from $11M to $12M. Reported net income was $1M.
How have Otis Products, Inc. Dba Otis Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis Products, Inc. Dba Otis Technology, Inc.'s sponsor-wide assets grew 22.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Schneider Corporation 401(k) Profit Sharing Plan in IN ($12M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants, N/A 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 161367664.

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.