401(k) · DOL Form 5500 · 2024

Otterstedt Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
61st
Percentile by assets National rank
$108,613
Avg per participant Below avg balance/head
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Official DOL plan name: Otterstedt Agency 401(k) Plan · Sponsored by Otterstedt Insurance Agency, Inc. · New Jersey · Finance & Insurance

$13M in assets, 117 participants

Otterstedt Insurance Agency, Inc.'s Otterstedt Agency 401(k) Plan reported $13M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,833 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Otterstedt Agency 401(k) Plan covers 117 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#3,833
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

Otterstedt Agency 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Otterstedt Agency 401(k) Plan vs every filed plan by assets

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

$12,707,764 Top 39% higher than 61% 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

Otterstedt Agency 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. Otterstedt Agency 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otterstedt Agency 401(k) Plan reported participants rose from 107 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Otterstedt Agency 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Otterstedt Agency 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222062033 · Otterstedt Insurance Agency, Inc. PY 2024 · 401(k)

Otterstedt Agency 401(k) Plan · $13M · 117 · 61st

  • EOY $13M
  • EOY 117
  • EOY 61st
  • EOY 401(k)
  • EOY near Colusa Indian Community Council 401(k) Profit Sharing Plan
  • EOY ind #3833

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Otterstedt Agency 401(k) Plan in the asset neighbourhood

Otterstedt Agency 401(k) Plan$13MColusa Indian Community Council 401(k) Profit Sharing PlanColusa Indian Community Coun…$13MBertera Dealerships 401(k) Plan & TrustBertera Dealerships 401(k) P…$13MFirst Quality Maintenance II, LLC 401(k)First Quality Maintenance II…$13MSuspa, Incorporated 401(k) Salary Reduction Plan and TrustSuspa, Incorporated 401(k) S…$13M
End-of-year total assets ($M) among Otterstedt Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN222062033
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otterstedt Insurance Agency, Inc.)

Sponsor-wide plan assets over time

All Otterstedt Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.874953423546224% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.6M $12.7M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 106 $11M
2023 1 107 $12M
2024 1 117 $13M

Nearby 401(k) Plans in New Jersey

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

Otterstedt Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Otterstedt Agency 401(k) Plan, Total assets ($B): 0.012707764 · Participants: 117Otterstedt Agency 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Otterstedt Agency 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Otterstedt Agency 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Colusa Indian Community Council 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Otterstedt Agency 401(k) Plan assets move in 2024? ▼
Otterstedt Agency 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $12M to $13M. Reported net income was $1M.
How have Otterstedt Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otterstedt Insurance Agency, Inc.'s sponsor-wide assets grew 19.9%, from $11M to $13M.
Which 401(k) plans are similar in size to Otterstedt Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colusa Indian Community Council 401(k) Profit Sharing Plan in CA ($13M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Otterstedt Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 participants, N/A 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 222062033.

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.