401(k) · DOL Form 5500 · 2024
Otc Brands, Inc. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 1,083
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $91,789
- Avg per participant Below avg balance/head
Official DOL plan name: Otc Brands, Inc. 401(k) Retirement Plan · Sponsored by Otc Brands, Inc. · Nebraska · Retail Trade
$99M in assets, 1,083 participants
Otc Brands, Inc.'s Otc Brands, Inc. 401(k) Retirement Plan reported $99M in total assets and 1,083 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,609 in Retail Trade (8,048 peers)
Where Otc Brands, Inc. 401(k) Retirement Plan sits by assets
Otc Brands, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 1,083 participants (~$91,789/participant), up 10.1% in 2024.
- #7,609
- in Retail Trade (8,048 peers)
- +10.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Otc Brands, Inc. 401(k) Retirement Plan's outsized position by total assets
Otc Brands, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,407,529 Top 10% higher than 90% 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
Otc Brands, Inc. 401(k) Retirement 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. Otc Brands, Inc. 401(k) Retirement Plan lands in the large band (1,083 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Otc Brands, Inc. 401(k) Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Otc Brands, Inc. 401(k) Retirement Plan end-of-year assets rose from $90M in the plan year 2023 filing to $99M in the plan year 2024 filing.
- Otc Brands, Inc. 401(k) Retirement Plan reported participants rose from 1,056 in the plan year 2023 filing to 1,083 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 274791180 · Otc Brands, Inc. PY 2024 · 401(k)
Otc Brands, Inc. 401(k) Retirement Plan · $99M · 1,083 · 90th
- PHOTO $99M
- PHOTO 1,083
- PHOTO 90th
- PHOTO 401(k)
- PHOTO near Coforge Limited 401(k) Plan
- PHOTO ind #7609
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 Nebraska →
Otc Brands, Inc. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $9M |
| Employer EIN | 274791180 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otc Brands, Inc.)
Sponsor-wide plan assets over time
All Otc Brands, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 30.92861886919669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,028 | $76M |
| 2023 | 1 | 1,056 | $90M |
| 2024 | 1 | 1,083 | $99M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Otc Brands, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Coforge Limited 401(k) Plan in NJ ($99M); by covered participants it is Rubio's Restaurant Group, LLC 401 (K) Plan in CA (1,083 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Coforge Limited 401(k) Plan (NJ) $99M · 1,095
- Airbus Americas, Inc. Manufacturing 401(k) Plan (VA) $99M · 1,723
- Aludyne Inc. 401(k) Plan (MI) $99M · 2,711
- Plumbing & Pipefitting Industry Retirement Plan of Kansas (IL) $99M · 1,299
Similar participant headcount
Nearest other-state filings by covered participants (1,083 participants); asset peers above are excluded.
- Rubio's Restaurant Group, LLC 401 (K) Plan (CA) 1,083 · 0 off
- Galpin Motors, Inc. 401(k) Profit Sharing Plan (CA) 1,083 · 0 off
- Archrock 401(k) Plan (TX) 1,083 · 0 off
- Swing Education 401(k) Plan (CA) 1,083 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.