401(k) · DOL Form 5500 · 2022

Optimal Geo 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
95
Participants Small participant base
PlainRetire home → About this data

Official DOL plan name: Optimal Geo 401(k) Plan · Sponsored by Optimal Geo · Alabama · Professional & Technical Services

N/A in assets, 95 participants

Optimal Geo's Optimal Geo 401(k) Plan reported N/A in total assets and 95 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2022 filing shows

Optimal Geo 401(k) Plan holds N/A for 95 participants.

-$366K
reported net income

The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optimal Geo 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimal Geo 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043831576 · Optimal Geo PY 2022 · 401(k)

Optimal Geo 401(k) Plan · N/A · 95

  • ASSETS N/A
  • PCT 95
  • EIN PY 2022
  • RANK 401(k)
  • PHOTO near La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust
  • IND -$366K

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Alabama →

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)N/A
Net Income-$366K
Employer EIN043831576
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Optimal Geo 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 5 data points. 050001000015000200002500030000 0.511.522.53 Total assets ($B) Participants Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Optimal Geo 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Optimal Geo 401(k) Plan's closest out-of-state 401(k) peers by headcount

Outside Alabama, the nearest 401(k) by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants; this filing: 95 participants).

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Optimal Geo 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M in assets).