401(k) · DOL Form 5500 · 2022

Optimism Cubed Incorporated 401(k) Plan

Data updated 2026-08-25

$101K
Total assets Small plan by assets
2
Participants Small participant base
6th
Percentile by assets National rank
$50,364
Avg per participant Low balance/head
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Official DOL plan name: Optimism Cubed Incorporated 401(k) Profit Sharing Plan · Sponsored by Optimism Cubed Incorporated · South Carolina · Other Services

$101K in assets, 2 participants

Optimism Cubed Incorporated's Optimism Cubed Incorporated 401(k) Profit Sharing Plan reported $101K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,153 in Other Services (8,398 peers)

2022 asset change

Optimism Cubed Incorporated 401(k) Profit Sharing Plan pulled back noticeably 14.7% in 2022 ($118K → $101K) for 2 participants.

#1,153
in Other Services (8,398 peers)
-14.7%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optimism Cubed Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets

Optimism Cubed Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$100,728 6th percentile higher than 6% 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

Optimism Cubed Incorporated 401(k) Profit Sharing 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. Optimism Cubed Incorporated 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 863368287 · Optimism Cubed Incorporated PY 2022 · 401(k)

Optimism Cubed Incorporated 401(k) Profit Sharing Plan · $101K · 2 · 6th

  • RANK $101K
  • PHOTO 2
  • IND 6th
  • EOY 401(k)
  • 5500 near Barclay Holdings Corp. 401(k) Profit Sharing Plan
  • ASSETS ind #1153

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 Other Services retirement plans → · Plans in South Carolina →

Optimism Cubed Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Optimism Cubed Incorporated 401(k) Profit Sharing PlanOptimism Cubed Incorporated …$101KBarclay Holdings Corp. 401(k) Profit Sharing PlanBarclay Holdings Corp. 401(k…$101KSherheart Enterprises Global Auto, Inc. 401(k) PlanSherheart Enterprises Global…$101KMbe Holdings Inc. 401(k) Plan$101KGem Ambulance 401(k) Plan$101K
End-of-year total assets ($M) among Optimism Cubed Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Optimism Cubed Incorporated years around the 2022 move

Sponsor-wide plan assets over time

All Optimism Cubed Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $101K
2023 1 2 $100K
2024 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$118K
Net Assets (End of Year)$101K
Net Income-$17K
Employer EIN863368287
Plan Effective Date2021-04-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Optimism Cubed Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Optimism Cubed Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.000100728 · Participants: 2Optimism Cubed Incorporated 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Optimism Cubed Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Optimism Cubed Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optimism Cubed Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Barclay Holdings Corp. 401(k) Profit Sharing Plan in IL ($101K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Optimism Cubed Incorporated 401(k) Profit Sharing Plan assets move in 2022? ▼
Optimism Cubed Incorporated 401(k) Profit Sharing Plan pulled back noticeably - down 14.7% during 2022, from $118K to $101K. Reported net income was -$17K.
Where does Optimism Cubed Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optimism Cubed Incorporated 401(k) Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Optimism Cubed Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barclay Holdings Corp. 401(k) Profit Sharing Plan in IL ($101K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Optimism Cubed Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 863368287.

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.