· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OTTER TAIL CORPORATION — OTTER TAIL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014070933NAL0001062387001
OTTER TAIL CORPORATION
Form 5500
FILING_RECEIVED
OTTER TAIL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
821
Accounts w/ balance
1,088
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OTTER TAIL CORPORATION
.
Find decision makers
Plan sponsor
Name
OTTER TAIL CORPORATION
EIN
27-0383995
Address
4150 19TH AVE S. · SUITE 101 · FARGO, MN · 58103
Phone
(701) 451-3582
Industry
Utilities
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2I · Stock bonus
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $42.6M
(99% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Otter Tail Corporation Common Stock 577,248 shares
—
—
$31.9M
$42.6M
99.4%
Related plans
Similar-size Utilities plans
OLD DOMINION ELECTRIC COOPERATIVE
ODEC 401(K) PLAN
$42.9M · 140 participants
T-C OIL COMPANY LLC
RETIREMENT PLAN FOR EMPLOYEES OF T-C OIL COMPANY LLC
$43.2M · 38 participants
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION EMPLOYEES' LIFE INSURANCE PLAN
$42.5M · 14,283 participants
WESTERN ELECTRICITY COORDINATING COUNCIL
WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN
$43.8M · 169 participants
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.
THE CONSOLIDATED EDISON RETIREE HEALTH PROGRAM FOR MANAGEMENT EMPLOYEES
100
Knocking points off
Top holding "Otter Tail Corporation Common Stock 577,248 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$41.8M
CENTRAL VIRGINIA ELECTRIC COOPERATIVE
CENTRAL VIRGINIA ELECTRIC COOPERATIVE 401(K) DEFERRED COMPENSATION PLAN
$41.8M · 118 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
