401(k) · DOL Form 5500 · 2024

Otterbase, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
211
Participants Below avg headcount
34th
Percentile by assets National rank
$14,727
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Otterbase 401(k) Plan · Sponsored by Otterbase, Inc. · Michigan · Administrative & Support Services

$3M in assets, 211 participants

Otterbase, Inc.'s Otterbase 401(k) Plan reported $3M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,520 in Administrative & Support Services (4,368 peers)

Coverage in Michigan

Otterbase 401(k) Plan covers 211 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#2,520
in Administrative & Support Services (4,368 peers)
+23.5%
assets growth YoY

Otterbase 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Otterbase 401(k) Plan vs every filed plan by assets

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

$3,107,339 34th percentile higher than 34% 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

Otterbase 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otterbase 401(k) Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otterbase 401(k) Plan reported net income rose from $388K in the plan year 2023 filing to $592K in the plan year 2024 filing.
  • Otterbase 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Otterbase 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383408361 · Otterbase, Inc. PY 2024 · 401(k)

Otterbase 401(k) Plan · $3M · 211 · 34th

  • TYPE $3M
  • NET 211
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Norton Museum of Art, Inc 401(k) Profit Sharing Plan
  • SCH ind #2520

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 Administrative & Support Services retirement plans → · Plans in Michigan →

Otterbase 401(k) Plan in the asset neighbourhood

Otterbase 401(k) Plan$3MNorton Museum of Art, Inc 401(k) Profit Sharing PlanNorton Museum of Art, Inc 40…$3MF.M. Callahan & Son, 401(k) Profit Sharing PlanF.M. Callahan & Son, 401(k) …$3MWeber & Weber, Inc. 401(k) Profit Sharing PlanWeber & Weber, Inc. 401(k) P…$3MFessler, Schneider & Grimme, LLP 401(k) Retirement PlanFessler, Schneider & Grimme,…$3M
End-of-year total assets ($M) among Otterbase 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$592K
Employer EIN383408361
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterbase, Inc.)

Sponsor-wide plan assets over time

All Otterbase, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.63429855967977% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $8.54M $3.11M ▼ -63.6%
Year Plans Participants Total Assets
2022 5 1,565 $9M
2023 1 198 $3M
2024 1 211 $3M

Nearby 401(k) Plans in Michigan

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

Otterbase 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Otterbase 401(k) Plan, Total assets ($B): 0.003107339 · Participants: 211Otterbase 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Otterbase 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Otterbase 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Norton Museum of Art, Inc 401(k) Profit Sharing Plan in FL ($3M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Otterbase 401(k) Plan assets move in 2024? ▼
Otterbase 401(k) Plan grew sharply - up 23.5% during 2024, from $3M to $3M. Reported net income was $592K.
How have Otterbase, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterbase, Inc.'s sponsor-wide assets declined 63.6%, from $9M to $3M.
Which 401(k) plans are similar in size to Otterbase 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norton Museum of Art, Inc 401(k) Profit Sharing Plan in FL ($3M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Otterbase 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M 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 383408361.

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.