401(k) · DOL Form 5500 · 2022

Essex Orthopaedics & Optima Sports Medicine, PLLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
38
Participants Small participant base
62nd
Percentile by assets National rank
$223,518
Avg per participant Above avg balance/head
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Official DOL plan name: Essex and Optima 401(k) Retirement Plan · Sponsored by Essex Orthopaedics & Optima Sports Medicine, PLLC · New Hampshire · Healthcare & Social Assistance

$8M in assets, 38 participants

Essex Orthopaedics & Optima Sports Medicine, PLLC's Essex and Optima 401(k) Retirement Plan reported $8M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,507 in Healthcare & Social Assistance (20,060 peers)

Essex Orthopaedics & Optima Sports Medicine, PLLC multi-year trail

Essex Orthopaedics & Optima Sports Medicine, PLLC's plans moved -100.0% in assets from 2022 to 2024; this filing shows Essex and Optima 401(k) Retirement Plan at $8M / 38 participants.

#13,507
in Healthcare & Social Assistance (20,060 peers)
-10.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essex and Optima 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Essex and Optima 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,493,700 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Essex and Optima 401(k) Retirement 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. Essex and Optima 401(k) Retirement Plan is a small filing (38 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 261205937 · Essex Orthopaedics & Optima Sports Medicine, PLLC PY 2022 · 401(k)

Essex and Optima 401(k) Retirement Plan · $8M · 38 · 62nd

  • EIN $8M
  • RANK 38
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Abraxas Petroleum Corp. 401(k) Profit Sharing Plan
  • 5500 ind #13507

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 Healthcare & Social Assistance retirement plans → · Plans in New Hampshire →

Essex and Optima 401(k) Retirement Plan in the asset neighbourhood

Essex and Optima 401(k) Retirement PlanEssex and Optima 401(k) Reti…$8MAbraxas Petroleum Corp. 401(k) Profit Sharing PlanAbraxas Petroleum Corp. 401(…$8MBarco Uniforms, Inc.401(k) PlanBarco Uniforms, Inc.401(k) P…$8MClass Valuation, LLC 401(k) PlanClass Valuation, LLC 401(k) …$8MBrotherhood of Maintenance of Way Employees Division (Bmwed) of the International Brotherhood of Teamsteres (Ibt) 401(k) Retirement SaBrotherhood of Maintenance o…$8M
End-of-year total assets ($M) among Essex and Optima 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Essex Orthopaedics & Optima Sports Medicine, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Essex Orthopaedics & Optima Sports Medicine, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$586 99.9931007688051% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $8.49M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 38 $8M
2023 1 37 $552
2024 1 2 $586

Essex Orthopaedics & Optima Sports Medicine, PLLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN261205937
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Essex and Optima 401(k) Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Essex and Optima 401(k) Retirement Plan, Total assets ($M): 8.4937 · Participants: 38Essex and Optima 401(k) Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Essex and Optima 401(k) Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Essex and Optima 401(k) Retirement Plan side-by-side with 3 peers →

Essex and Optima 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Abraxas Petroleum Corp. 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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

How did Essex and Optima 401(k) Retirement Plan assets move in 2022? ▼
Essex and Optima 401(k) Retirement Plan pulled back noticeably - down 10.8% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Essex Orthopaedics & Optima Sports Medicine, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essex Orthopaedics & Optima Sports Medicine, PLLC's sponsor-wide assets declined 100.0%, from $8M to $586.
Which 401(k) plans are similar in size to Essex and Optima 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abraxas Petroleum Corp. 401(k) Profit Sharing Plan in TX ($8M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Essex and Optima 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yarnell Electric 401(k) Plan in PA (38 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261205937.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.