Profit Sharing · DOL Form 5500 · 2022
Optim Group, LLC Profit Sharing Plan
Data updated 2026-08-25
- $556K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $139,109
- Avg per participant Near avg balance/head
Official DOL plan name: Optim Group Retirement Plan · Sponsored by Optim Group, LLC · Puerto Rico · Professional & Technical Services
$556K in assets, 4 participants
Optim Group, LLC's Optim Group Retirement Plan reported $556K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 19th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,349 in Professional & Technical Services (21,562 peers)
Optim Group, LLC multi-year trail
Optim Group, LLC's plans moved +24.6% in assets from 2022 to 2024; this filing shows Optim Group Retirement Plan at $556K / 4 participants.
- #3,349
- in Professional & Technical Services (21,562 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optim Group Retirement Plan among the smaller filed plans by assets
Optim Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$556,437 19th percentile higher than 19% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Optim Group Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optim Group Retirement Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 660734485 · Optim Group, LLC PY 2022 · Profit Sharing
Optim Group Retirement Plan · $556K · 4 · 19th
- BOOK $556K
- VS-ST 4
- BOY 19th
- SCH Profit Sharing
- EBSA near Clean Slate Services, Inc. Profit Sharing Plan
- PART ind #3349
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 Puerto Rico →
Optim Group Retirement Plan in the asset neighbourhood
Optim Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Optim Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $693K 24.616084120933728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $556K |
| 2023 | 1 | 4 | $630K |
| 2024 | 1 | 4 | $693K |
Optim Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $660K |
|---|---|
| Net Assets (End of Year) | $556K |
| Net Income | -$103K |
| Employer EIN | 660734485 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing, Limited $611M · 2,614
- Popular, Inc. Pr Savings and Investment Plan $561M · 7,773
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $336M · 1,038
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $158M · 743
- The Oriental Bank Coda Profit Sharing Plan $110M · 2,082
Optim Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Clean Slate Services, Inc. Profit Sharing Plan in TX ($556K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($556K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.