Defined Benefit (Pension) · DOL Form 5500 · 2024
Otterbein Seniorlife Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 64
- Participants Small participant base
Official DOL plan name: Otterbein Homes Retirement Plan · Sponsored by Otterbein Seniorlife · Ohio · Healthcare & Social Assistance
N/A in assets, 64 participants
Otterbein Seniorlife's Otterbein Homes Retirement Plan reported N/A in total assets and 64 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Otterbein Homes Retirement Plan holds N/A for 64 participants.
- -$15M
- reported net income
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Otterbein Homes Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otterbein Homes Retirement Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Otterbein Homes Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Otterbein Homes Retirement Plan reported participants fell from 70 in the plan year 2023 filing to 64 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 310549058 · Otterbein Seniorlife PY 2024 · Defined Benefit (Pension)
Otterbein Homes Retirement Plan · N/A · 64
- SCH N/A
- SCH 64
- SCH PY 2024
- SCH Defined Benefit (Pension)
- SCH near New England Sinai Hospital Pension Plan
- SCH -$15M
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$15M |
| Employer EIN | 310549058 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otterbein Seniorlife)
Sponsor-wide plan assets over time
All Otterbein Seniorlife plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 9.688674048804275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,506 | $32M |
| 2023 | 2 | 1,728 | $37M |
| 2024 | 2 | 2,170 | $29M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Otterbein Homes Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Ohio, the nearest Defined Benefit (Pension) by covered participants is New England Sinai Hospital Pension Plan in TX (64 participants; this filing: 64 participants).
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- New England Sinai Hospital Pension Plan (TX) 64 · 0 off
- Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security Program (TX) 64 · 0 off
- The Retirement Plan for Union Employees of U.S. Oil & Refining Co. (TX) 64 · 0 off
- Pension Plan for Union Employees of Bisti Fuels Company, LLC (CO) 64 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.