401(k) · DOL Form 5500 · 2024

Otc Global Holdings, LP 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
211
Participants Below avg headcount
75th
Percentile by assets National rank
$121,577
Avg per participant Near avg balance/head
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Official DOL plan name: Otc Global Holdings LP 401(k) Profit Sharing Plan · Sponsored by Otc Global Holdings, LP · Texas · Wholesale Trade

$26M in assets, 211 participants

Otc Global Holdings, LP's Otc Global Holdings LP 401(k) Profit Sharing Plan reported $26M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,401 in Wholesale Trade (6,080 peers)

Coverage in Texas

Otc Global Holdings LP 401(k) Profit Sharing Plan covers 211 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#4,401
in Wholesale Trade (6,080 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Otc Global Holdings LP 401(k) Profit Sharing Plan's outsized position by total assets

Otc Global Holdings LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,652,653 Top 25% higher than 75% 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

Otc Global Holdings LP 401(k) Profit Sharing 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. Otc Global Holdings LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otc Global Holdings LP 401(k) Profit Sharing Plan reported participants rose from 180 in the plan year 2023 filing to 211 in the plan year 2024 filing.
  • Otc Global Holdings LP 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Otc Global Holdings LP 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208675090 · Otc Global Holdings, LP PY 2024 · 401(k)

Otc Global Holdings LP 401(k) Profit Sharing Plan · $26M · 211 · 75th

  • TYPE $26M
  • NET 211
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Firestone Walker, Inc. 401(k) Plan
  • SCH ind #4401

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 Wholesale Trade retirement plans → · Plans in Texas →

Otc Global Holdings LP 401(k) Profit Sharing Plan in the asset neighbourhood

Medical Services of Prescott, Ltd. 401(k) Profit Sharing PlanMedical Services of Prescott…$26MTrianz Retirement Savings PlanTrianz Retirement Savings Pl…$26MOtc Global Holdings LP 401(k) Profit Sharing PlanOtc Global Holdings LP 401(k…$26MFirestone Walker, Inc. 401(k) PlanFirestone Walker, Inc. 401(k…$26MHeadlands Tech Organization, LLCHeadlands Tech Organization,…$26M
End-of-year total assets ($M) among Otc Global Holdings LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN208675090
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Otc Global Holdings, LP)

Sponsor-wide plan assets over time

All Otc Global Holdings, LP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.74424436055569% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.5M $25.7M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 183 $19M
2023 1 180 $23M
2024 1 211 $26M

Nearby 401(k) Plans in Texas

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

Otc Global Holdings LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Otc Global Holdings LP 401(k) Profit Sharing Plan, Total assets ($B): 0.025652653 · Participants: 211Otc Global Holdings LP 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Otc Global Holdings LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Otc Global Holdings LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Otc Global Holdings LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Firestone Walker, Inc. 401(k) Plan in CA ($26M); by covered participants it is Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan in NJ (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

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 Otc Global Holdings LP 401(k) Profit Sharing Plan assets move in 2024? ▼
Otc Global Holdings LP 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2024, from $23M to $26M. Reported net income was $3M.
How have Otc Global Holdings, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Otc Global Holdings, LP's sponsor-wide assets grew 31.7%, from $19M to $26M.
Where does Otc Global Holdings LP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Otc Global Holdings LP 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Otc Global Holdings LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firestone Walker, Inc. 401(k) Plan in CA ($26M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Otc Global Holdings LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan in NJ (211 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 208675090.

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.