401(k) · DOL Form 5500 · 2022
Optimax Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 362
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $54,960
- Avg per participant Low balance/head
Official DOL plan name: Optimax Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Optimax Systems, Inc. · New York · Professional & Technical Services
$20M in assets, 362 participants
Optimax Systems, Inc.'s Optimax Systems, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,702 in Professional & Technical Services (21,562 peers)
Coverage in New York
Optimax Systems, Inc. 401(k) Profit Sharing Plan covers 362 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #16,702
- in Professional & Technical Services (21,562 peers)
- -11.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optimax Systems, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Optimax Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,895,521 Top 23% higher than 77% 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
Optimax Systems, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimax Systems, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (362 participants).
Plan-year Form 5500 strip
Filing strip 161399834 · Optimax Systems, Inc. PY 2022 · 401(k)
Optimax Systems, Inc. 401(k) Profit Sharing Plan · $20M · 362 · 77th
- BOOK $20M
- BOOK 362
- BOOK 77th
- BOOK 401(k)
- BOOK near Employees Savings Plan of Bonset America Corporation
- BOOK ind #16702
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 New York →
Optimax Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$3M |
| Employer EIN | 161399834 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optimax Systems, Inc.)
Sponsor-wide plan assets over time
All Optimax Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 74.43572852402308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $20M |
| 2023 | 1 | 443 | $28M |
| 2024 | 1 | 455 | $35M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Optimax Systems, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Employees Savings Plan of Bonset America Corporation in NC ($20M); by covered participants it is Choice Investments Savings Plan in WV (362 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Employees Savings Plan of Bonset America Corporation (NC) $20M · 143
- Burd & Fletcher Company 401(k) Profit Sharing Plan (MO) $20M · 393
- Bankprov 401(k) Plan (MA) $20M · 178
- Machinists, Inc. 401(k) Savings Plan & Trust (WA) $20M · 132
Similar participant headcount
Nearest other-state filings by covered participants (362 participants); asset peers above are excluded.
- Choice Investments Savings Plan (WV) 362 · 0 off
- Farmers National Bank 401(k) Retirement Savings Plan (OH) 362 · 0 off
- Health Services Holdings, Inc. 401(k) Plan (AZ) 362 · 0 off
- Arete Associates 401(k) Profit Sharing Plan (CA) 362 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.