Otter Tail Corporation, Fargo, ND. EIN 27-0383995. Annual reports 2009–2024.
Otter Tail Corporation has 3 active retirement plans on file. The largest is the Otter Tail Corporation Retirement Savings, with 3,496 participants and $411 million in assets in 2024. Principal has been its recordkeeper since 2020.
Otter Tail Corporation Po Box 496, 215 S Cascade Street Fergus Falls, MN 56537 (218) 739-8220As filed for 2024
In effect since
January 1, 1976
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,186
$329 million
Mercer
2023
1,266
$332 million
Mercer
2022
1,284
$315 million
Mercer
2021
1,302
$409 million
Mercer
2020
1,319
$372 million
not listed
2019
1,336
$343 million
not listed
2018
1,389
$293 million
not listed
2017
1,408
$307 million
not listed
2016
1,421
$255 million
not listed
2015
1,437
$245 million
not listed
2014
1,449
$256 million
not listed
2013
1,470
$234 million
not listed
2012
1,477
$202 million
not listed
2011
1,477
$179 million
not listed
2010
1,492
$171 million
not listed
2009
1,507
$161 million
not listed
If you had money in one of these plans
Call Principal (principal.com), which runs the Otter Tail Corporation Retirement Savings. 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.
Or call the plan administrator listed on the plan below ((701) 451-3582). That number was filed for 2024; ask for the benefits or retirement plan office.
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
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.