401(k) · DOL Form 5500 · 2024
Otr Capital Dba Otr Solutions 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $37,752
- Avg per participant Low balance/head
Official DOL plan name: Otr Solutions 401(k) Plan · Sponsored by Otr Capital Dba Otr Solutions · Georgia · Finance & Insurance
$12M in assets, 309 participants
Otr Capital Dba Otr Solutions's Otr Solutions 401(k) Plan reported $12M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,678 in Finance & Insurance (8,549 peers)
Coverage in Georgia
Otr Solutions 401(k) Plan covers 309 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.
- #3,678
- in Finance & Insurance (8,549 peers)
- +47.0%
- assets growth YoY
Otr Solutions 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Otr Solutions 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,665,278 Top 41% higher than 59% 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
Otr Solutions 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. Otr Solutions 401(k) Plan sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Otr Solutions 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Otr Solutions 401(k) Plan reported participants rose from 290 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Otr Solutions 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 452395903 · Otr Capital Dba Otr Solutions PY 2024 · 401(k)
Otr Solutions 401(k) Plan · $12M · 309 · 59th
- BOOK $12M
- VS-ST 309
- BOY 59th
- SCH 401(k)
- EBSA near The Whalen Company 401(k) Plan
- PART ind #3678
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 Georgia →
Otr Solutions 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 452395903 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Otr Capital Dba Otr Solutions)
Sponsor-wide plan assets over time
All Otr Capital Dba Otr Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 132.5728624541245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $5M |
| 2023 | 1 | 290 | $8M |
| 2024 | 1 | 309 | $12M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Otr Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is The Whalen Company 401(k) Plan in MD ($12M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- The Whalen Company 401(k) Plan (MD) $12M · 134
- Matthews Buses, Inc. 401(k) Profit Sharing Plan (NY) $12M · 229
- Phillips Foods, Inc. 401(k) Profit Sharing Plan (MD) $12M · 129
- Peaberry Software, Inc. Retirement Trust (OR) $12M · 158
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Forddirect Retirement Savings Plan (MI) 309 · 0 off
- Bueno Foods 401(k) Plan (NM) 309 · 0 off
- Bank of Ann Arbor Employees 401(k) Profit Sharing Plan (MI) 309 · 0 off
- Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan (IA) 309 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.