401(k) · DOL Form 5500 · 2022

Optimizerx Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
70
Participants Small participant base
56th
Percentile by assets National rank
$92,765
Avg per participant Below avg balance/head
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Official DOL plan name: Optimizerx Corporation 401(k) Profit Sharing Plan · Sponsored by Optimizerx Corporation · Michigan · Professional & Technical Services

$6M in assets, 70 participants

Optimizerx Corporation's Optimizerx Corporation 401(k) Profit Sharing Plan reported $6M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,662 in Professional & Technical Services (21,562 peers)

Optimizerx Corporation multi-year trail

Optimizerx Corporation's plans moved +103.0% in assets from 2022 to 2024; this filing shows Optimizerx Corporation 401(k) Profit Sharing Plan at $6M / 70 participants.

#11,662
in Professional & Technical Services (21,562 peers)
+15.5%
assets growth YoY

Optimizerx Corporation 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Optimizerx Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,493,550 Top 44% higher than 56% 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

Optimizerx Corporation 401(k) Profit Sharing 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. Optimizerx Corporation 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 261265381 · Optimizerx Corporation PY 2022 · 401(k)

Optimizerx Corporation 401(k) Profit Sharing Plan · $6M · 70 · 56th

  • IND $6M
  • IND 70
  • IND 56th
  • IND 401(k)
  • IND near Hope International 401(k) Plan
  • IND ind #11662

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 Michigan →

Optimizerx Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Optimizerx Corporation 401(k) Profit Sharing PlanOptimizerx Corporation 401(k…$6MHope International 401(k) PlanHope International 401(k) Pl…$6MAerovias De Mexico, S.a. De C.V. 401(k) Retirement PlanAerovias De Mexico, S.a. De …$6MRealty & Mortgage Co. Salary Savings PlanRealty & Mortgage Co. Salary…$6MUniversity of Iowa Community Medical Services, LLC 401(k) PlanUniversity of Iowa Community…$6M
End-of-year total assets ($M) among Optimizerx Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Optimizerx Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Optimizerx Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 103.03722925056402% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.49M $13.2M ▲ +103.1%
Year Plans Participants Total Assets
2022 1 70 $6M
2023 1 97 $9M
2024 1 71 $13M

Optimizerx Corporation filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$873K
Employer EIN261265381
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Optimizerx Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Optimizerx Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.00649355 · Participants: 70Optimizerx Corporation 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Optimizerx Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Optimizerx Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optimizerx Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Hope International 401(k) Plan in PA ($6M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Optimizerx Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Optimizerx Corporation 401(k) Profit Sharing Plan grew sharply - up 15.5% during 2022, from $6M to $6M. Reported net income was $873K.
How have Optimizerx Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimizerx Corporation's sponsor-wide assets grew 103.0%, from $6M to $13M.
Which 401(k) plans are similar in size to Optimizerx Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hope International 401(k) Plan in PA ($6M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Optimizerx Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K 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 261265381.

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.