Profit Sharing · DOL Form 5500 · 2024
Otterbein University Profit Sharing Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 757
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $180,003
- Avg per participant Above avg balance/head
Official DOL plan name: Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by Otterbein University · Ohio · Educational Services
$136M in assets, 757 participants
Otterbein University's Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported $136M in total assets and 757 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,166 in Educational Services (3,638 peers)
Where Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits by assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $136M for 757 participants (~$180,003/participant), up 10.9% in 2024.
- #3,166
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's outsized position by total assets
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,261,893 Top 8% higher than 92% 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
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement 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. Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (757 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan end-of-year assets rose from $123M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan reported participants fell from 765 in the plan year 2023 filing to 757 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 314379532 · Otterbein University PY 2024 · Profit Sharing
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan · $136M · 757 · 92nd
- IND $136M
- EOY 757
- 5500 92nd
- ASSETS Profit Sharing
- PCT near Bronxcare Health System Retirement Plan
- EIN ind #3166
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 Educational Services retirement plans → · Plans in Ohio →
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $13M |
| Employer EIN | 314379532 |
| Plan Effective Date | 1951-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otterbein University)
Sponsor-wide plan assets over time
All Otterbein University plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 22.91340170263997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 400 | $111M |
| 2023 | 1 | 765 | $123M |
| 2024 | 1 | 757 | $136M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Otterbein University Tax Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Bronxcare Health System Retirement Plan in NY ($136M); by covered participants it is NECA-IBEW 1205 Pension Fund in FL (757 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Bronxcare Health System Retirement Plan (NY) $136M · 853
- Plumbers & Pipe Fitters Local 354 Pension Fund (PA) $135M · 1,323
- Treasurers and Ticket Sellers Local 751 Annuity Fund (NY) $138M · 732
- United Regional Health Care System Retirement Savings Plan (TX) $138M · 2,300
Similar participant headcount
Nearest other-state filings by covered participants (757 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.