401(k) · DOL Form 5500 · 2022

Optum Medical Services, P.C. 401(k) Plan

Data updated 2026-08-11

$423M
Total assets
2,250
Participants
98th
Percentile by assets
$188,171
Avg per participant
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Official DOL plan name: Optum Partner Services 401(k) Savings Plan · Sponsored by Optum Medical Services, P.C. · Minnesota · Healthcare & Social Assistance

$423M in assets, 2,250 participants

Optum Medical Services, P.C.'s Optum Partner Services 401(k) Savings Plan reported $423M in total assets and 2,250 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #19,622 in Healthcare & Social Assistance (20,060 peers)

Where Optum Partner Services 401(k) Savings Plan sits by assets

Optum Partner Services 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $423M for 2,250 participants (~$188,171/participant), up 8.6% in 2022.

$423M
total plan assets (2022 EOY)
2,250
covered participants
98th
percentile by assets (of 139,126 plans)
$188,171
avg assets per participant

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optum Partner Services 401(k) Savings Plan vs the 2022 asset distribution

By assets, Optum Partner Services 401(k) Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$390M
Net Assets (End of Year)$423M
Net Income-$35M
Employer EIN453866363
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optum Medical Services, P.C.)

$400M$500M$600M$700M 202220232024 $423M $613M ▲ +44.8%
Total plan assets by year, all Optum Medical Services, P.C. plans on file
Year Plans Participants Total Assets
2022 1 2,250 $423M
2023 1 3,445 $542M
2024 1 3,588 $613M

Nearby 401(k) Plans in Minnesota

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

Optum Partner Services 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Optum Partner Services 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Optum Partner Servic…Unitedhealth Group 4…Medtronic Savings an…Target Corporation 4…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Optum Partner Services 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Optum Partner Services 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Optum Partner Services 401(k) Savings Plan assets move in 2022?
Optum Partner Services 401(k) Savings Plan grew at a solid clip - up 8.6% during 2022, from $390M to $423M. Reported net income was -$35M.
How have Optum Medical Services, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Optum Medical Services, P.C.'s sponsor-wide assets grew 44.8%, from $423M to $613M.
Where does Optum Partner Services 401(k) Savings Plan rank by assets among Form 5500 filers?
Optum Partner Services 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Optum Partner Services 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Childrens Hospital Los Angeles Employees' 401(k) Plan in CA ($424M, 4,477 participants).

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