Otterbein Homes 401(k) Plan: Login, Facts & Contact Information

Otterbein Homes 401(k) Plan Facts

Plan name
OTTERBEIN HOMES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OTTERBEIN HOMES
Participants
2,425 (2,076 active employees)
Former employees with a balance
200
Plan assets
$28,875,923 at Dec 31, 2024
Average account balance
$34,458 across 838 accounts
Employer contributions
$1,157,801 in plan year 2024 (15% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.56 million went into the plan in contributions, $1.16 million of it from the employer (15%).
  • $3.17 million was paid out to participants.
  • Investment and other income added $2.33 million.
  • Administrative expenses were $135,363, about $162 per account.

How the Otterbein Homes 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,883$16.6 million$576,437$1.71 million
20201,736$19.8 million$597,326$1.30 million
20211,649$22.3 million$619,327$1.78 million
20221,746$19.1 million$730,968$1.78 million
20231,976$22.4 million$779,990$2.29 million
20242,425$28.9 million$1.16 million$3.17 million

Otterbein Homes 401(k) Contact Information

Phone
513-933-5438
Mailing address
580 NORTH STATE ROUTE 741, LEBANON OH 45036
Plan sponsor
OTTERBEIN HOMES
Employer identification number (EIN)
31-0549058
Plan number
002

Questions about the Otterbein Homes 401(k)

Does Otterbein Homes contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.16 million, 15% of all contributions.

Does the Otterbein Homes 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Otterbein Homes 401(k) plan?

2,425 participants at the start of plan year 2024, 2,076 of them active employees, and 200 former employees who still had money in the plan.

What is the average 401(k) balance at Otterbein Homes?

About $34,458 per account: $28.9 million in plan assets across 838 accounts with a balance at the end of plan year 2024.

Who manages the Otterbein Homes 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Otterbein Homes. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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