Other · DOL Form 5500 · 2022
Optical Society of America Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $394,446
- Avg per participant High balance/head
Official DOL plan name: Optical Society of America Defined Contribution Retirement Plan · Sponsored by Optical Society of America · District of Columbia · Other Services
$49M in assets, 123 participants
Optical Society of America's Optical Society of America Defined Contribution Retirement Plan reported $49M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #7,938 in Other Services (8,398 peers)
Coverage in District of Columbia
Optical Society of America Defined Contribution Retirement Plan covers 123 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $49M.
- #7,938
- in Other Services (8,398 peers)
- -13.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optical Society of America Defined Contribution Retirement Plan's outsized position by total assets
Optical Society of America Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,516,806 Top 12% higher than 88% 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
Optical Society of America Defined Contribution Retirement 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. Optical Society of America Defined Contribution Retirement Plan sits mid-pack in the medium band (123 participants).
Published 5500 schedule card
Filing strip 530259696 · Optical Society of America PY 2022 · Other
Optical Society of America Defined Contribution Retirement Plan · $49M · 123 · 88th
- EBSA $49M
- PART 123
- TYPE 88th
- NET Other
- BOOK near Newark Academy DC Retirement Plan
- VS-ST ind #7938
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 Other Services retirement plans → · Plans in District of Columbia →
Optical Society of America Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$8M |
| Employer EIN | 530259696 |
| Plan Effective Date | 1960-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optical Society of America)
Sponsor-wide plan assets over time
All Optical Society of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 38.98987291125471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $49M |
| 2023 | 1 | 125 | $59M |
| 2024 | 1 | 135 | $67M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Optical Society of America Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Newark Academy DC Retirement Plan in NJ ($48M); by covered participants it is Lawrence Academy Retirement Plan in MA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Lawrence Academy Retirement Plan (MA) 123 · 0 off
- Epsi 403(b) Plan (TX) 123 · 0 off
- Medic Ems Retirement Plan (IA) 123 · 0 off
- Greater Erie Community Action Committee Tax Deferred Annuity Program (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.