401(k) · DOL Form 5500 · 2022

Optim Orthopedics, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
220
Participants Below avg headcount
84th
Percentile by assets National rank
$149,568
Avg per participant Above avg balance/head
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Official DOL plan name: Optim Orthopedics, LLC 401(k) Profit Sharing Plan · Sponsored by Optim Orthopedics, LLC · Georgia · Healthcare & Social Assistance

$33M in assets, 220 participants

Optim Orthopedics, LLC's Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported $33M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,339 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Optim Orthopedics, LLC 401(k) Profit Sharing Plan covers 220 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $33M.

#17,339
in Healthcare & Social Assistance (20,060 peers)
-11.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optim Orthopedics, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,904,897 Top 16% higher than 84% 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

Optim Orthopedics, 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. Optim Orthopedics, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (220 participants).

EBSA filing schedule strip

Filing strip 472413464 · Optim Orthopedics, LLC PY 2022 · 401(k)

Optim Orthopedics, LLC 401(k) Profit Sharing Plan · $33M · 220 · 84th

  • EBSA $33M
  • EBSA 220
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Mufg Fund Services (USA) LLC 401(k) Plan
  • EBSA ind #17339

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 Georgia →

Optim Orthopedics, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

3rivers Retirement Plan$33MOptim Orthopedics, LLC 401(k) Profit Sharing PlanOptim Orthopedics, LLC 401(k…$33MMufg Fund Services (USA) LLC 401(k) PlanMufg Fund Services (USA) LLC…$33MLexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, In…$33MYark Automotive Group 401(k) and Profit Sharing PlanYark Automotive Group 401(k)…$33M
End-of-year total assets ($M) among Optim Orthopedics, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN472413464
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optim Orthopedics, LLC)

Sponsor-wide plan assets over time

All Optim Orthopedics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.665439554483335% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $46.3M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 220 $33M
2023 1 217 $40M
2024 1 252 $46M

Nearby 401(k) Plans in Georgia

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

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Optim Orthopedics, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.032904897 · Participants: 220Optim Orthopedics, LLC 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Optim Orthopedics, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Mufg Fund Services (USA) LLC 401(k) Plan in NY ($33M); by covered participants it is Barley Snyder Savings Plan in PA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Optim Orthopedics, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 11.9% during 2022, from $37M to $33M. Reported net income was -$4M.
How have Optim Orthopedics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optim Orthopedics, LLC's sponsor-wide assets grew 40.7%, from $33M to $46M.
Where does Optim Orthopedics, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mufg Fund Services (USA) LLC 401(k) Plan in NY ($33M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barley Snyder Savings Plan in PA (220 participants, $45M 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 472413464.

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.