401(k) · DOL Form 5500 · 2022
Optimae Liefservices Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 694
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $6,226
- Avg per participant Low balance/head
Official DOL plan name: Optimae Lifeservices, Inc. Savings and Investment Plan · Sponsored by Optimae Liefservices Inc · Iowa · Healthcare & Social Assistance
$4M in assets, 694 participants
Optimae Liefservices Inc's Optimae Lifeservices, Inc. Savings and Investment Plan reported $4M in total assets and 694 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,588 in Healthcare & Social Assistance (20,060 peers)
Optimae Liefservices Inc multi-year trail
Optimae Liefservices Inc's plans moved +22.1% in assets from 2022 to 2024; this filing shows Optimae Lifeservices, Inc. Savings and Investment Plan at $4M / 694 participants.
- #10,588
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $824K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optimae Lifeservices, Inc. Savings and Investment Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Optimae Lifeservices, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,320,921 48th percentile higher than 48% 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
Optimae Lifeservices, Inc. Savings and Investment 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. Optimae Lifeservices, Inc. Savings and Investment Plan sits mid-pack in the medium band (694 participants).
EBSA filing schedule strip
Filing strip 421287333 · Optimae Liefservices Inc PY 2022 · 401(k)
Optimae Lifeservices, Inc. Savings and Investment Plan · $4M · 694 · 48th
- NET $4M
- BOOK 694
- VS-ST 48th
- BOY 401(k)
- SCH near Ujet Inc 401(k) Plan
- EBSA ind #10588
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Optimae Lifeservices, Inc. Savings and Investment Plan in the asset neighbourhood
Optimae Liefservices Inc multi-year asset trail
Sponsor-wide plan assets over time
All Optimae Liefservices Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.11102679266758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 694 | $4M |
| 2023 | 1 | 699 | $5M |
| 2024 | 1 | 1,012 | $5M |
Optimae Liefservices Inc filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$824K |
| Employer EIN | 421287333 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Optimae Lifeservices, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Ujet Inc 401(k) Plan in CA ($4M); by covered participants it is Eqt Corporation Employee Savings Plan in PA (694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Ujet Inc 401(k) Plan (CA) $4M · 154
- Metro Christian Academy 401(k) Plan (OK) $4M · 200
- Buestad Construction, Inc. 401(k) Plan (CA) $4M · 20
- Simplex, Inc. 401(k) Plan (IL) $4M · 123
Similar participant headcount
Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.
- Eqt Corporation Employee Savings Plan (PA) 694 · 0 off
- The Savings & Investment Plan for Employees of Oberg Industries LLC (PA) 694 · 0 off
- Hannah Motor Co., Inc. 401(k) Plan (WA) 694 · 0 off
- Pophealthcare, LLC 401(k) Plan (TN) 694 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.