401(k) · DOL Form 5500 · 2024

Otterbein Homes 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
2,106
Participants Near avg headcount
77th
Percentile by assets National rank
$13,711
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otterbein Homes 401(k) Plan · Sponsored by Otterbein Homes · Ohio · Healthcare & Social Assistance

$29M in assets, 2,106 participants

Otterbein Homes's Otterbein Homes 401(k) Plan reported $29M in total assets and 2,106 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,563 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Otterbein Homes 401(k) Plan covers 2,106 participants in Ohio, 2.8x the typical Ohio plan (state average ~765 per filing). Assets: $29M.

#13,563
in Healthcare & Social Assistance (16,916 peers)
+29.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Otterbein Homes 401(k) Plan's outsized position by total assets

Otterbein Homes 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,875,923 Top 23% higher than 77% of 123,620 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 2024

Otterbein Homes 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otterbein Homes 401(k) Plan lands in the large band (2,106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otterbein Homes 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Otterbein Homes 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Otterbein Homes 401(k) Plan reported participants rose from 1,658 in the plan year 2023 filing to 2,106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310549058 · Otterbein Homes PY 2024 · 401(k)

Otterbein Homes 401(k) Plan · $29M · 2,106 · 77th

  • VS-ST $29M
  • VS-ST 2,106
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan
  • VS-ST ind #13563

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 401(k) Plan in the asset neighbourhood

Otterbein Homes 401(k) Plan$29MIndustrial Finishes & Systems, Inc. Profit Sharing 401(k) PlanIndustrial Finishes & System…$29MCti Foods 401(k) Plan and TrustCti Foods 401(k) Plan and Tr…$29MCommunity Health Center Retirement PlanCommunity Health Center Reti…$29MStangenes Industries, Inc. Profit Sharing PlanStangenes Industries, Inc. P…$29M
End-of-year total assets ($M) among Otterbein Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN310549058
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterbein Homes)

Sponsor-wide plan assets over time

All Otterbein Homes 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

Nearby 401(k) Plans in Ohio

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

Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Otterbein Homes 401(k) Plan, Total assets ($B): 0.028875923 · Participants: 2106Otterbein Homes 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Otterbein Homes 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Otterbein Homes 401(k) Plan side-by-side with 3 peers →

Otterbein Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan in OR ($29M); by covered participants it is Cetera Financial Group, Inc. 401(k) Savings Plan in CA (2,106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,106 participants); 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.

Frequently Asked Questions

How did Otterbein Homes 401(k) Plan assets move in 2024? ▼
Otterbein Homes 401(k) Plan grew sharply - up 29.1% during 2024, from $22M to $29M. Reported net income was $7M.
How have Otterbein Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbein Homes's sponsor-wide assets declined 9.7%, from $32M to $29M.
Where does Otterbein Homes 401(k) Plan rank by assets among Form 5500 filers? ▼
Otterbein Homes 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Finishes & Systems, Inc. Profit Sharing 401(k) Plan in OR ($29M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Otterbein Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cetera Financial Group, Inc. 401(k) Savings Plan in CA (2,106 participants, $387M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.