Find an old Otterbein Homes 401(k)
Otterbein Homes 401(k) Plan
Otterbein Homes · Plan 002 · EIN 31-0549058 · Lebanon, OH
| Plan administrator | Otterbein Homes 3855 Lower Market Street Suite 300, Lebanon, OH 45036 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 195 separated participants still had money in the plan | Form 5500 ↗ |
Otterbein Homes Retirement Plan
Otterbein Seniorlife · Plan 001 · EIN 31-0549058 · Lebanon, OH
| Plan administrator | Otterbein Seniorlife 3855 Lower Market Street, Suite 300, Lebanon, OH 45036 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Otterbein Granville Pension Plan
Otterbein Seniorlife · Plan 003 · EIN 31-0549058 · Lebanon, OH
| Plan administrator | Otterbein Seniorlife 3855 Lower Market Street, Suite 300, Lebanon, OH 45036 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Otterbein Homes 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Otterbein Homes 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Otterbein Homes, (513) 933-5438. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.
What is the Otterbein Homes 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (513) 933-5438.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Otterbein Homes and does not hold accounts. Not financial advice. Report a correction