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  2. Otterbourg P.C.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Otterbourg P.C.

EIN 13-2660310-law practice-Latest filing 2025
Plans
3
Retirement
3
$96.1M assets
Health & Benefits
0
Participants
203
230 PARK AVENUE, FLOOR 30 - NEW YORK, NY 10169212-905-3691otterbourg.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002Profit-sharing-$56.8M - 51 part#003401(k)-$33.4M - 101 part#004Cash balance-$5.9M - 51 part

Retirement portfolio analytics

3 plans aggregated / $96.1M assets / 203 participants

Assets by plan

Share of aggregate retirement assets

  • OF OTTERBOURG P.C. (#002)$56.8M
  • P.C. 401(K) Savings (#003)$33.4M
  • CASH BALANCE PLAN (#004)$5.9M
Total $96.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • P.C. 401(K) Savings (#003)101
  • OF OTTERBOURG P.C. (#002)51
  • CASH BALANCE PLAN (#004)51
Total 203Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

THE RETIREMENT PLAN OF OTTERBOURG P.C.

Profit-sharing

Assets$56.8M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

OTTERBOURG P.C. 401(K) SAVINGS PLAN

401(k)

Assets$33.4M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

OTTERBOURG P.C. CASH BALANCE PLAN

Cash balance

Assets$5.9M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE RETIREMENT PLAN OF OTTERBOURG P.C.Profit-sharing$56.8M512025
#003OTTERBOURG P.C. 401(K) SAVINGS PLAN401(k)$33.4M1012025
#004OTTERBOURG P.C. CASH BALANCE PLANCash balance$5.9M512025
  • THE RETIREMENT PLAN OF OTTERBOURG P.C.$56.8M
    #002 · Profit-sharing · 202551
  • OTTERBOURG P.C. 401(K) SAVINGS PLAN$33.4M
    #003 · 401(k) · 2025101
  • OTTERBOURG P.C. CASH BALANCE PLAN$5.9M
    #004 · Cash balance · 202551
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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