401(k) · DOL Form 5500 · 2022

Optalis Professional Services, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
876
Participants Near avg headcount
77th
Percentile by assets National rank
$22,342
Avg per participant Low balance/head
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Official DOL plan name: Optalis Professional Services, LLC 401(k) Plan · Sponsored by Optalis Professional Services, LLC · Michigan · Healthcare & Social Assistance

$20M in assets, 876 participants

Optalis Professional Services, LLC's Optalis Professional Services, LLC 401(k) Plan reported $20M in total assets and 876 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,169 in Healthcare & Social Assistance (20,060 peers)

Where Optalis Professional Services, LLC 401(k) Plan sits by assets

Optalis Professional Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 876 participants (~$22,342/participant), down 11.3% in 2022.

#16,169
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optalis Professional Services, LLC 401(k) Plan's outsized position by total assets

Optalis Professional Services, LLC 401(k) Plan vs every filed plan by assets

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

$19,571,222 Top 23% higher than 77% 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

Optalis Professional Services, LLC 401(k) 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. Optalis Professional Services, LLC 401(k) Plan sits mid-pack in the medium band (876 participants).

Plan-year Form 5500 strip

Filing strip 842318500 · Optalis Professional Services, LLC PY 2022 · 401(k)

Optalis Professional Services, LLC 401(k) Plan · $20M · 876 · 77th

  • ASSETS $20M
  • PCT 876
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Berg Capital Corporation Profit Sharing Plan
  • IND ind #16169

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 Michigan →

Optalis Professional Services, LLC 401(k) Plan in the asset neighbourhood

Optalis Professional Services, LLC 401(k) PlanOptalis Professional Service…$20MBerg Capital Corporation Profit Sharing PlanBerg Capital Corporation Pro…$20MQuotient Sciences - Philadelphia, LLC 401(k) PlanQuotient Sciences - Philadel…$20MCapital Power Operations USA Inc. 401(k) PlanCapital Power Operations USA…$20MCarter 401(k) Plan$20M
End-of-year total assets ($M) among Optalis Professional Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN842318500
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optalis Professional Services, LLC)

Sponsor-wide plan assets over time

All Optalis Professional Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 63.80484059707666% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.6M $32.1M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 876 $20M
2023 1 2,759 $26M
2024 1 3,351 $32M

Nearby 401(k) Plans in Michigan

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

Optalis Professional Services, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Optalis Professional Services, LLC 401(k) Plan, Total assets ($B): 0.019571222 · Participants: 876Optalis Professional Services, LLC 401(k) 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
Optalis Professional Services, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Optalis Professional Services, LLC 401(k) Plan side-by-side with 3 peers →

Optalis Professional Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Berg Capital Corporation Profit Sharing Plan in OR ($20M); by covered participants it is Mom365 Inc. 401(k) Retirement Plan in MO (876 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (876 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 Optalis Professional Services, LLC 401(k) Plan assets move in 2022? ▼
Optalis Professional Services, LLC 401(k) Plan pulled back noticeably - down 11.3% during 2022, from $22M to $20M. Reported net income was -$3M.
How have Optalis Professional Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optalis Professional Services, LLC's sponsor-wide assets grew 63.8%, from $20M to $32M.
Where does Optalis Professional Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Optalis Professional Services, LLC 401(k) Plan ranks in the 77th 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 Optalis Professional Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berg Capital Corporation Profit Sharing Plan in OR ($20M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Optalis Professional Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mom365 Inc. 401(k) Retirement Plan in MO (876 participants, $7M 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 842318500.

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.