401(k) · DOL Form 5500 · 2022

Optima Tax Relief, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
574
Participants Below avg headcount
66th
Percentile by assets National rank
$18,631
Avg per participant Low balance/head
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Official DOL plan name: Optima Tax Relief, LLC 401(k) Profit Sharing Plan · Sponsored by Optima Tax Relief, LLC · California · Administrative & Support Services

$11M in assets, 574 participants

Optima Tax Relief, LLC's Optima Tax Relief, LLC 401(k) Profit Sharing Plan reported $11M in total assets and 574 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,087 in Administrative & Support Services (4,927 peers)

Optima Tax Relief, LLC multi-year trail

Optima Tax Relief, LLC's plans moved +48.8% in assets from 2022 to 2024; this filing shows Optima Tax Relief, LLC 401(k) Profit Sharing Plan at $11M / 574 participants.

#4,087
in Administrative & Support Services (4,927 peers)
-12.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optima Tax Relief, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Optima Tax Relief, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,693,913 Top 34% higher than 66% 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

Optima Tax Relief, LLC 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. Optima Tax Relief, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (574 participants).

EBSA filing schedule strip

Filing strip 272793788 · Optima Tax Relief, LLC PY 2022 · 401(k)

Optima Tax Relief, LLC 401(k) Profit Sharing Plan · $11M · 574 · 66th

  • ASSETS $11M
  • PCT 574
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Tulsa Medical Laboratory, LLC Profit Sharing Plan
  • IND ind #4087

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 Administrative & Support Services retirement plans → · Plans in California →

Optima Tax Relief, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Optima Tax Relief, LLC 401(k) Profit Sharing PlanOptima Tax Relief, LLC 401(k…$11MTulsa Medical Laboratory, LLC Profit Sharing PlanTulsa Medical Laboratory, LL…$11MPuretech Management, Inc. 401(k) Profit Sharing Plan and TrustPuretech Management, Inc. 40…$11MBrook Hollow Golf Club 401(k) Profit Sharing Plan and TrustBrook Hollow Golf Club 401(k…$11MGalaxy Technologies, Inc. 401(k) PlanGalaxy Technologies, Inc. 40…$11M
End-of-year total assets ($M) among Optima Tax Relief, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Optima Tax Relief, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Optima Tax Relief, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 48.77917933314026% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.7M $15.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 574 $11M
2023 1 517 $13M
2024 1 337 $16M

Optima Tax Relief, LLC filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN272793788
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Optima Tax Relief, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Optima Tax Relief, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.010693913 · Participants: 574Optima Tax Relief, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Optima Tax Relief, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Optima Tax Relief, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optima Tax Relief, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tulsa Medical Laboratory, LLC Profit Sharing Plan in OK ($11M); by covered participants it is Stellar Industries, Inc. 401(k) Profit Sharing Plan in IA (574 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Optima Tax Relief, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Optima Tax Relief, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 12.0% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Optima Tax Relief, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Tax Relief, LLC's sponsor-wide assets grew 48.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Optima Tax Relief, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tulsa Medical Laboratory, LLC Profit Sharing Plan in OK ($11M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Optima Tax Relief, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stellar Industries, Inc. 401(k) Profit Sharing Plan in IA (574 participants, $25M 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 272793788.

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.