401(k) · DOL Form 5500 · 2024

Otis Products, Inc. Dba Otis Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
91
Participants Small participant base
62nd
Percentile by assets National rank
$144,842
Avg per participant Above avg balance/head
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Official DOL plan name: Otis Products, Inc. 401(k) Safe Harbor Plan · Sponsored by Otis Products, Inc. Dba Otis Technology, Inc. · New York · Manufacturing

$13M in assets, 91 participants

Otis Products, Inc. Dba Otis Technology, Inc.'s Otis Products, Inc. 401(k) Safe Harbor Plan reported $13M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,682 in Manufacturing (17,777 peers)

Otis Products, Inc. Dba Otis Technology, Inc. multi-year trail

Otis Products, Inc. Dba Otis Technology, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Otis Products, Inc. 401(k) Safe Harbor Plan at $13M / 91 participants.

#8,682
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY

Otis Products, Inc. 401(k) Safe Harbor Plan's mid-pack asset rank among Manufacturing and all filers

Otis Products, Inc. 401(k) Safe Harbor Plan vs every filed plan by assets

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

$13,180,605 Top 38% higher than 62% 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

Otis Products, Inc. 401(k) Safe Harbor 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. Otis Products, Inc. 401(k) Safe Harbor Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otis Products, Inc. 401(k) Safe Harbor Plan reported participants rose from 82 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Otis Products, Inc. 401(k) Safe Harbor Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161367664 · Otis Products, Inc. Dba Otis Technology, Inc. PY 2024 · 401(k)

Otis Products, Inc. 401(k) Safe Harbor Plan · $13M · 91 · 62nd

  • EOY $13M
  • EOY 91
  • EOY 62nd
  • EOY 401(k)
  • EOY near Summit Consulting, LLC 401(k) Profit Sharing Plan
  • EOY ind #8682

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 Manufacturing retirement plans → · Plans in New York →

Otis Products, Inc. 401(k) Safe Harbor Plan in the asset neighbourhood

Otis Products, Inc. 401(k) Safe Harbor PlanOtis Products, Inc. 401(k) S…$13MSummit Consulting, LLC 401(k) Profit Sharing PlanSummit Consulting, LLC 401(k…$13MWoodfield Country Club 401(k) PlanWoodfield Country Club 401(k…$13MAssociations International, LLC. 401(k) PlanAssociations International, …$13MMilkrite Interpuls, Inc. 401(k) PlanMilkrite Interpuls, Inc. 401…$13M
End-of-year total assets ($M) among Otis Products, Inc. 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Otis Products, Inc. Dba Otis Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Otis Products, Inc. Dba Otis Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 22.11017259823419% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.2M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 92 $11M
2023 1 82 $12M
2024 1 91 $13M

Otis Products, Inc. Dba Otis Technology, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN161367664
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Otis Products, Inc. 401(k) Safe Harbor Plan, Total assets ($B): 0.013180605 · Participants: 91Otis Products, Inc. 401(k) Safe Harbor PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Otis Products, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Otis Products, Inc. 401(k) Safe Harbor Plan side-by-side with 3 peers →

Otis Products, Inc. 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Summit Consulting, LLC 401(k) Profit Sharing Plan in DC ($13M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Otis Products, Inc. 401(k) Safe Harbor Plan assets move in 2024? ▼
Otis Products, Inc. 401(k) Safe Harbor Plan grew at a solid clip - up 8.4% during 2024, from $12M to $13M. Reported net income was $1M.
How have Otis Products, Inc. Dba Otis Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otis Products, Inc. Dba Otis Technology, Inc.'s sponsor-wide assets grew 22.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Summit Consulting, LLC 401(k) Profit Sharing Plan in DC ($13M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Otis Products, Inc. 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M 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 161367664.

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.