Otis Worldwide 401(k) and pension plans

Otis Worldwide Corporation, Farmington, CT. EIN 83-3789412. Annual reports 2019–2024.

Otis Worldwide Corporation has 2 active retirement plans on file. The largest is the Otis Retirement Savings Plan, with 5,072 participants and $475 million in assets in 2024. Alight has been its recordkeeper since 2020.

Active plans
2
Participants
5,192
Plan assets
$478 million
401(k) recordkeeper
Alight
Plans on file
2
Industry
Manufacturing

All 2 plans

Active plans first

Otis Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 83-3789412
Participants (2024)
5,072
Net assets (2024)
$475 million
Recordkeeper
Alight2020–2024
Plan administrator
Otis Worldwide Corporation
1 Carrier Place
Farmington, CT 06032
(855) 250-6947As filed for 2024
In effect since
April 3, 2020
Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,072$475 millionAlight
20235,173$364 millionAlight
20224,886$241 millionAlight
20214,734$189 millionAlight
20204,413$72.5 millionAlight

Otis Elevator Company Puerto Rico Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
014Employer EIN 83-3789412
Participants (2024)
120
Net assets (2024)
$3.1 million
Plan administrator
Otis Worldwide Corporation
1 Carrier Place
Farmington, CT 06032
(855) 250-6947As filed for 2024
In effect since
October 1, 1972
Year by year, 2019 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024120$3.1 millionnot listed
2023116$2.8 millionnot listed
2022119$2.2 millionnot listed
2021120$1.9 millionnot listed
2020120$2.6 millionnot listed
2019120$2.2 millionnot listed

If you had money in one of these plans

  1. Call Alight (alight.com), which runs the Otis Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((855) 250-6947). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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