How many benefit plans does Otterbein Homes report on Form 5500?

Otterbein Homes (EIN 31-0549058) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Otterbein Homes?

The Employer Identification Number (EIN) reported for Otterbein Homes is 31-0549058.

What is the latest Form 5500 filing year for Otterbein Homes?

The latest loaded Form 5500 filing year for Otterbein Homes is 2023.

Otterbein Homes — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Otterbein Homes (EIN 31-0549058) is a plan sponsor located in Lebanon, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-0549058
Location: Lebanon, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $37,087,727
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $37,087,727

Contributions & income

Employer contributions: $1,334,990
Participant contributions: $1,811,656
Total income / additions: $7,716,257

Expenses & distributions

Benefits paid / distributions: $2,403,537
Total expenses: $2,602,286
Net increase / (decrease): $5,113,971

Coverage

Total reported participants: 4,429
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Otterbein Homes plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Otterbein Homes 401(K) Plan	002	1,976	$22,374,254	2023
Otterbein Homes Retirement Plan	001	213	$14,713,473	2023
Otterbein Senior Lifestyle Choices Employee Benefit Plan	503	2,240	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Otterbein Homes
Year	Plan	Participants	Schedules	Filing
2023	Otterbein Homes 401(K) Plan	1,976	H, C	20240904120506NAL0011124643001
2023	Otterbein Senior Lifestyle Choices Employee Benefit Plan	2,240	—	20241008160012NAL0030451968001
2023	Otterbein Homes Retirement Plan	213	H, C	20241015114029NAL0016246227001