Profit Sharing · DOL Form 5500 · 2024
Otter and Bear Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $412K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $411,700
- Avg per participant High balance/head
Official DOL plan name: Otter and Bear Incorporated Retirement Plan · Sponsored by Otter and Bear Incorporated · North Carolina · Retail Trade
$412K in assets, 1 participants
Otter and Bear Incorporated's Otter and Bear Incorporated Retirement Plan reported $412K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #2,096 in Retail Trade (8,048 peers)
What the 2024 filing shows
Otter and Bear Incorporated Retirement Plan holds $412K for 1 participant - about $411,700 per participant, among the smaller plans by assets on file.
- #2,096
- in Retail Trade (8,048 peers)
- $412K
- reported net income
Otter and Bear Incorporated Retirement Plan among the smaller filed plans by assets
Otter and Bear Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$411,700 16th percentile higher than 16% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Otter and Bear Incorporated Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otter and Bear Incorporated Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 331651167 · Otter and Bear Incorporated PY 2024 · Profit Sharing
Otter and Bear Incorporated Retirement Plan · $412K · 1 · 16th
- EIN $412K
- RANK 1
- PHOTO 16th
- IND Profit Sharing
- EOY near Dkpendery Profit Sharing
- 5500 ind #2096
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 Retail Trade retirement plans → · Plans in North Carolina →
Otter and Bear Incorporated Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $412K |
| Net Income | $412K |
| Employer EIN | 331651167 |
| Plan Effective Date | 2024-10-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Otter and Bear Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Dkpendery Profit Sharing in KY ($412K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($412K here).
- Dkpendery Profit Sharing (KY) $412K · 3
- Delta Enterprise Corp. Profit Sharing Plan II (NY) $412K · 62
- Omgx4 Development, Inc. Profit Sharing Plan (MD) $411K · 1
- Hello New Floor, Inc. Retirement Plan (FL) $411K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.