Otterbein College Human Resources
Plan context: Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan
EIN 31-4379532 • Westerville, OH • 103 filings • 29 plans
Current Snapshot
Latest Year
2024
2024 Participants
758
2024 Assets
$136,261,893
2024 Contributions
$7,983,157
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 758 | $136,261,893 | $7,983,157 | $10,532iApproximate average salary by contribution assumption: employee only about $263,297 at 4% or $175,531 at 6%; with 50% employer match about $175,531 at 4% or $117,021 at 6%; with 100% employer match about $131,648 at 4% or $87,766 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 758 | $136,261,893 | $7,983,157 | $10,532iApproximate average salary by contribution assumption: employee only about $263,297 at 4% or $175,531 at 6%; with 50% employer match about $175,531 at 4% or $117,021 at 6%; with 100% employer match about $131,648 at 4% or $87,766 at 6%. |
| Otterbein University Employee Benefits Plan | - | 368 | - | - | - |
| 2023 | 2 | 758 | $122,906,392 | $4,301,149 | $5,674iApproximate average salary by contribution assumption: employee only about $141,858 at 4% or $94,572 at 6%; with 50% employer match about $94,572 at 4% or $63,048 at 6%; with 100% employer match about $70,929 at 4% or $47,286 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 758 | $122,906,392 | $4,301,149 | $5,674iApproximate average salary by contribution assumption: employee only about $141,858 at 4% or $94,572 at 6%; with 50% employer match about $94,572 at 4% or $63,048 at 6%; with 100% employer match about $70,929 at 4% or $47,286 at 6%. |
| Otterbein University Employee Benefits Plan | - | 364 | - | - | - |
| 2022 | 2 | 453 | $110,860,078 | $4,343,218 | $9,588iApproximate average salary by contribution assumption: employee only about $239,692 at 4% or $159,795 at 6%; with 50% employer match about $159,795 at 4% or $106,530 at 6%; with 100% employer match about $119,846 at 4% or $79,897 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 453 | $110,860,078 | $4,343,218 | $9,588iApproximate average salary by contribution assumption: employee only about $239,692 at 4% or $159,795 at 6%; with 50% employer match about $159,795 at 4% or $106,530 at 6%; with 100% employer match about $119,846 at 4% or $79,897 at 6%. |
| Otterbein University Employee Benefits Plan | - | 395 | - | - | - |
| 2021 | 2 | 444 | $129,021,803 | $3,699,246 | $8,332iApproximate average salary by contribution assumption: employee only about $208,291 at 4% or $138,861 at 6%; with 50% employer match about $138,861 at 4% or $92,574 at 6%; with 100% employer match about $104,145 at 4% or $69,430 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 444 | $129,021,803 | $3,699,246 | $8,332iApproximate average salary by contribution assumption: employee only about $208,291 at 4% or $138,861 at 6%; with 50% employer match about $138,861 at 4% or $92,574 at 6%; with 100% employer match about $104,145 at 4% or $69,430 at 6%. |
| Otterbein University Employee Benefits Plan | - | 381 | - | - | - |
| 2020 | 2 | 485 | $116,600,897 | $4,038,116 | $8,326iApproximate average salary by contribution assumption: employee only about $208,150 at 4% or $138,767 at 6%; with 50% employer match about $138,767 at 4% or $92,511 at 6%; with 100% employer match about $104,075 at 4% or $69,383 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 485 | $116,600,897 | $4,038,116 | $8,326iApproximate average salary by contribution assumption: employee only about $208,150 at 4% or $138,767 at 6%; with 50% employer match about $138,767 at 4% or $92,511 at 6%; with 100% employer match about $104,075 at 4% or $69,383 at 6%. |
| Otterbein University Employee Benefits Plan | - | 405 | - | - | - |
| 2019 | 2 | 539 | $106,465,122 | $5,382,827 | $9,987iApproximate average salary by contribution assumption: employee only about $249,667 at 4% or $166,445 at 6%; with 50% employer match about $166,445 at 4% or $110,963 at 6%; with 100% employer match about $124,834 at 4% or $83,222 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 539 | $106,465,122 | $5,382,827 | $9,987iApproximate average salary by contribution assumption: employee only about $249,667 at 4% or $166,445 at 6%; with 50% employer match about $166,445 at 4% or $110,963 at 6%; with 100% employer match about $124,834 at 4% or $83,222 at 6%. |
| Otterbein University Employee Benefits Plan | - | 440 | - | - | - |
| 2018 | 2 | 581 | $94,538,995 | $4,553,357 | $7,837iApproximate average salary by contribution assumption: employee only about $195,928 at 4% or $130,618 at 6%; with 50% employer match about $130,618 at 4% or $87,079 at 6%; with 100% employer match about $97,964 at 4% or $65,309 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 581 | $94,538,995 | $4,553,357 | $7,837iApproximate average salary by contribution assumption: employee only about $195,928 at 4% or $130,618 at 6%; with 50% employer match about $130,618 at 4% or $87,079 at 6%; with 100% employer match about $97,964 at 4% or $65,309 at 6%. |
| Otterbein University Employee Benefits Plan | - | 439 | - | - | - |
| 2017 | 2 | 589 | $98,261,196 | $4,372,259 | $7,423iApproximate average salary by contribution assumption: employee only about $185,580 at 4% or $123,720 at 6%; with 50% employer match about $123,720 at 4% or $82,480 at 6%; with 100% employer match about $92,790 at 4% or $61,860 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 589 | $98,261,196 | $4,372,259 | $7,423iApproximate average salary by contribution assumption: employee only about $185,580 at 4% or $123,720 at 6%; with 50% employer match about $123,720 at 4% or $82,480 at 6%; with 100% employer match about $92,790 at 4% or $61,860 at 6%. |
| Otterbein University Employee Benefits Plan | - | 445 | - | - | - |
| 2016 | 2 | 567 | $88,749,292 | $4,784,659 | $8,439iApproximate average salary by contribution assumption: employee only about $210,964 at 4% or $140,643 at 6%; with 50% employer match about $140,643 at 4% or $93,762 at 6%; with 100% employer match about $105,482 at 4% or $70,321 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 567 | $88,749,292 | $4,784,659 | $8,439iApproximate average salary by contribution assumption: employee only about $210,964 at 4% or $140,643 at 6%; with 50% employer match about $140,643 at 4% or $93,762 at 6%; with 100% employer match about $105,482 at 4% or $70,321 at 6%. |
| Otterbein University Employee Benefits Plan | - | 453 | - | - | - |
| 2015 | 2 | 570 | $84,117,532 | $4,747,920 | $8,330iApproximate average salary by contribution assumption: employee only about $208,242 at 4% or $138,828 at 6%; with 50% employer match about $138,828 at 4% or $92,552 at 6%; with 100% employer match about $104,121 at 4% or $69,414 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 570 | $84,117,532 | $4,747,920 | $8,330iApproximate average salary by contribution assumption: employee only about $208,242 at 4% or $138,828 at 6%; with 50% employer match about $138,828 at 4% or $92,552 at 6%; with 100% employer match about $104,121 at 4% or $69,414 at 6%. |
| Otterbein University Employee Benefits Plan | - | 366 | - | - | - |
| 2014 | 6 | 533 | $83,795,824 | $4,016,291 | $7,535iApproximate average salary by contribution assumption: employee only about $188,381 at 4% or $125,588 at 6%; with 50% employer match about $125,588 at 4% or $83,725 at 6%; with 100% employer match about $94,191 at 4% or $62,794 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 533 | $83,795,824 | $4,016,291 | $7,535iApproximate average salary by contribution assumption: employee only about $188,381 at 4% or $125,588 at 6%; with 50% employer match about $125,588 at 4% or $83,725 at 6%; with 100% employer match about $94,191 at 4% or $62,794 at 6%. |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 0 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 0 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 0 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 375 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 0 | - | - | - |
| 2013 | 6 | 505 | $87,420,465 | $3,312,136 | $6,559iApproximate average salary by contribution assumption: employee only about $163,967 at 4% or $109,311 at 6%; with 50% employer match about $109,311 at 4% or $72,874 at 6%; with 100% employer match about $81,984 at 4% or $54,656 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 505 | $87,420,465 | $3,312,136 | $6,559iApproximate average salary by contribution assumption: employee only about $163,967 at 4% or $109,311 at 6%; with 50% employer match about $109,311 at 4% or $72,874 at 6%; with 100% employer match about $81,984 at 4% or $54,656 at 6%. |
| Otterbein College Group Total Disability Plan | - | 330 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 397 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 392 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 90 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 355 | - | - | - |
| 2012 | 6 | 537 | $78,236,346 | $3,001,520 | $5,589iApproximate average salary by contribution assumption: employee only about $139,736 at 4% or $93,157 at 6%; with 50% employer match about $93,157 at 4% or $62,105 at 6%; with 100% employer match about $69,868 at 4% or $46,579 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 537 | $78,236,346 | $3,001,520 | $5,589iApproximate average salary by contribution assumption: employee only about $139,736 at 4% or $93,157 at 6%; with 50% employer match about $93,157 at 4% or $62,105 at 6%; with 100% employer match about $69,868 at 4% or $46,579 at 6%. |
| Otterbein College Group Total Disability Plan | - | 301 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 389 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 343 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 114 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 329 | - | - | - |
| 2011 | 6 | 757 | $71,848,093 | $3,090,098 | $4,082iApproximate average salary by contribution assumption: employee only about $102,051 at 4% or $68,034 at 6%; with 50% employer match about $68,034 at 4% or $45,356 at 6%; with 100% employer match about $51,025 at 4% or $34,017 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 757 | $71,848,093 | $3,090,098 | $4,082iApproximate average salary by contribution assumption: employee only about $102,051 at 4% or $68,034 at 6%; with 50% employer match about $68,034 at 4% or $45,356 at 6%; with 100% employer match about $51,025 at 4% or $34,017 at 6%. |
| Otterbein University Supplemental Life Plan | - | 103 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 384 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 336 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 370 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 371 | - | - | - |
| 2010 | 6 | 715 | $71,170,846 | $2,975,795 | $4,162iApproximate average salary by contribution assumption: employee only about $104,049 at 4% or $69,366 at 6%; with 50% employer match about $69,366 at 4% or $46,244 at 6%; with 100% employer match about $52,024 at 4% or $34,683 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 715 | $71,170,846 | $2,975,795 | $4,162iApproximate average salary by contribution assumption: employee only about $104,049 at 4% or $69,366 at 6%; with 50% employer match about $69,366 at 4% or $46,244 at 6%; with 100% employer match about $52,024 at 4% or $34,683 at 6%. |
| Otterbein College Group Total Disability Plan | - | 388 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 388 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 348 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 112 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 329 | - | - | - |
| 2009 | 6 | 585 | $64,396,073 | $3,478,173 | $5,946iApproximate average salary by contribution assumption: employee only about $148,640 at 4% or $99,093 at 6%; with 50% employer match about $99,093 at 4% or $66,062 at 6%; with 100% employer match about $74,320 at 4% or $49,547 at 6%. |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 585 | $64,396,073 | $3,478,173 | $5,946iApproximate average salary by contribution assumption: employee only about $148,640 at 4% or $99,093 at 6%; with 50% employer match about $99,093 at 4% or $66,062 at 6%; with 100% employer match about $74,320 at 4% or $49,547 at 6%. |
| Otterbein University Employee Benefits Plan | - | 349 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 380 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 118 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 384 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 397 | - | - | - |
| 2008 | 6 | 704 | $0 | $0 | - |
| Otterbein College Group Total Disability Plan | - | 365 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 406 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 704 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 116 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 346 | - | - | - |
| 2007 | 6 | 654 | $0 | $0 | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 398 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 654 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 322 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 123 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 354 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 6 | 627 | $0 | $0 | - |
| Otterbein College Group Total Disability Plan | - | 379 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 315 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 136 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 379 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 627 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 5 | 371 | $0 | $0 | - |
| Otterbein College Group Total Disability Plan | - | 333 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein University Employee Benefits Plan | - | 311 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 371 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 133 | - | - | - |
| 2004 | 7 | 636 | $0 | $0 | - |
| Otterbein College Medical Dental Insurance Plan | - | 636 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 323 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 359 | - | - | - |
| Otterbein University Supplemental Life Plan | - | 134 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 328 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 328 | - | - | - |
| 2003 | 3 | 641 | $0 | $0 | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 641 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 320 | - | - | - |
| 2002 | 4 | 353 | $0 | $0 | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 319 | - | - | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 319 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 353 | - | - | - |
| 2001 | 4 | 366 | $0 | $0 | - |
| Otterbein University Tax Deferred Annuity Plan and Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Otterbein College Group Total Disability Plan | - | 289 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 366 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 289 | - | - | - |
| 2000 | 3 | 351 | $0 | $0 | - |
| Otterbein College Group Total Disability Plan | - | 300 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 300 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 351 | - | - | - |
| 1999 | 3 | 327 | $0 | $0 | - |
| Otterbein College Group Total Disability Plan | - | 291 | - | - | - |
| Otterbein College Medical Dental Insurance Plan | - | 327 | - | - | - |
| Otterbein College Group Life Insurance Plan with Ad&D | - | 291 | - | - | - |