ESSEX AND OPTIMA 401(K) RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ESSEX ORTHOPAEDICS & OPTIMA SPORTS MEDICINE, PLLC
This Profit Sharing plan holds N/A in total assets and serves 38 participants as of 2022. It is sponsored by ESSEX ORTHOPAEDICS & OPTIMA SPORTS MEDICINE, PLLC in New Hampshire.
What the Filing Says About ESSEX AND OPTIMA 401(K) RETIREMENT PLAN
ESSEX AND OPTIMA 401(K) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by ESSEX ORTHOPAEDICS & OPTIMA SPORTS MEDICINE, PLLC, headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 38 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 261205937, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Profit Sharing |
| Employer EIN | 261205937 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ESSEX ORTHOPAEDICS & OPTIMA SPORTS MEDICINE, PLLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | N/A |
| 2023 | 1 | 37 | N/A |
| 2024 | 1 | 2 | N/A |
Nearby Profit Sharing Plans in New Hampshire
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE $997M · 3,998
- SOLUTIONHEALTH & ELLIOT HEALTH SYSTEM 403(B) SAVINGS PLAN $421M · 4,668
- 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF $345M · 64
- CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLAN $284M · 2,702
- CONCORD HOSPITAL 403(B) PLAN $235M · 2,439
Related Data
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Frequently Asked Questions
How much money is in the ESSEX AND OPTIMA 401(K) RETIREMENT PLAN? ▼
What type of plan is ESSEX AND OPTIMA 401(K) RETIREMENT PLAN? ▼
Who sponsors the ESSEX AND OPTIMA 401(K) RETIREMENT PLAN? ▼
How did ESSEX AND OPTIMA 401(K) RETIREMENT PLAN perform in 2022? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.