401(k) · DOL Form 5500 · 2023

Patrick S. Ottinger, Aplc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
18
Participants Small participant base
57th
Percentile by assets National rank
$520,865
Avg per participant High balance/head
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Official DOL plan name: Ottinger Hebert, LLC Profit Sharing 401(k) Plan · Sponsored by Patrick S. Ottinger, Aplc · Louisiana · Professional & Technical Services

$9M in assets, 18 participants

Patrick S. Ottinger, Aplc's Ottinger Hebert, LLC Profit Sharing 401(k) Plan reported $9M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,308 in Professional & Technical Services (20,321 peers)

Patrick S. Ottinger, Aplc multi-year trail

Patrick S. Ottinger, Aplc's plans moved -22.1% in assets from 2022 to 2024; this filing shows Ottinger Hebert, LLC Profit Sharing 401(k) Plan at $9M / 18 participants.

#11,308
in Professional & Technical Services (20,321 peers)
+11.8%
assets growth YoY

Ottinger Hebert, LLC Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ottinger Hebert, LLC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$9,375,562 Top 43% higher than 57% 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

Ottinger Hebert, LLC Profit Sharing 401(k) 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. Ottinger Hebert, LLC Profit Sharing 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ottinger Hebert, LLC Profit Sharing 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $990K in the plan year 2023 filing.
  • Ottinger Hebert, LLC Profit Sharing 401(k) Plan reported participants fell from 22 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Ottinger Hebert, LLC Profit Sharing 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720955520 · Patrick S. Ottinger, Aplc PY 2023 · 401(k)

Ottinger Hebert, LLC Profit Sharing 401(k) Plan · $9M · 18 · 57th

  • SCH $9M
  • SCH 18
  • SCH 57th
  • SCH 401(k)
  • SCH near Workboard, Inc, 401(k) Plan
  • SCH ind #11308

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Ottinger Hebert, LLC Profit Sharing 401(k) Plan in the asset neighbourhood

Ottinger Hebert, LLC Profit Sharing 401(k) PlanOttinger Hebert, LLC Profit …$9MWorkboard, Inc, 401(k) Plan$9MAdvanced Physical Therapy 401(k) PlanAdvanced Physical Therapy 40…$9MEndicott Capital Management, L.L.C. Profit Sharing PlanEndicott Capital Management,…$9MSos Global Express, Inc. 401(k) PlanSos Global Express, Inc. 401…$9M
End-of-year total assets ($M) among Ottinger Hebert, LLC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Patrick S. Ottinger, Aplc multi-year asset trail

Sponsor-wide plan assets over time

All Patrick S. Ottinger, Aplc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.104145173433174% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $8.39M $6.53M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 22 $8M
2023 1 18 $9M
2024 1 18 $7M

Patrick S. Ottinger, Aplc filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$990K
Employer EIN720955520
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Ottinger Hebert, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Ottinger Hebert, LLC Profit Sharing 401(k) Plan, Total assets ($B): 0.009375562 · Participants: 18Ottinger Hebert, LLC Profit Sharing 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Ottinger Hebert, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Ottinger Hebert, LLC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Ottinger Hebert, LLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Workboard, Inc, 401(k) Plan in CA ($9M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Ottinger Hebert, LLC Profit Sharing 401(k) Plan assets move in 2023? ▼
Ottinger Hebert, LLC Profit Sharing 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $8M to $9M. Reported net income was $990K.
How have Patrick S. Ottinger, Aplc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patrick S. Ottinger, Aplc's sponsor-wide assets declined 22.1%, from $8M to $7M.
Which 401(k) plans are similar in size to Ottinger Hebert, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workboard, Inc, 401(k) Plan in CA ($9M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Ottinger Hebert, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 720955520.

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.