Otterbein Homes 401(k) match, vesting and fees
What Otterbein Homes' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Otterbein Homes: employer contribution per participant | $1,546 | |
| Peer median | $1,438 |
| Otterbein Homes: average balance | $41,403 | |
| Peer median | $41,205 |
| Otterbein Homes: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.3M at the end of plan year 2021 to $39.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,526 | $39.4M | $1.5M | $1,546 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 2,286 | $28.9M | $1.2M | $1,382 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 1,805 | $22.4M | $780K | $984 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 1,695 | $19.1M | $731K | $940 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 1,488 | $22.3M | $619K | $834 | 0.68% | Not published | Form 5500 ↗ |
Other Otterbein Homes plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Otterbein Homes Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Otterbein Granville Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Otterbein Homes match 401(k) contributions?
The match terms for the Otterbein Homes 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $1,546 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Otterbein Homes 401(k) match vested?
The vesting schedule for the Otterbein Homes 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Otterbein Homes 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Otterbein Homes.
I left Otterbein Homes. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Otterbein Homes, (513) 933-5438) or the recordkeeper, Empower Annuity Insurance Company O. The Otterbein Homes old 401(k) page lists the contacts from every plan filing. Find an old Otterbein Homes 401(k)
Data from the public Form 5500 annual reports Otterbein Homes filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Otterbein Homes. Not financial advice. Report a correction · Methodology