401(k) · DOL Form 5500 · 2022
Optimum Employer Solutions 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 1,556
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $39,456
- Avg per participant Low balance/head
Official DOL plan name: Optimum Employer Solutions Retirement Plan · Sponsored by Optimum Employer Solutions · California · Healthcare & Social Assistance
$61M in assets, 1,556 participants
Optimum Employer Solutions's Optimum Employer Solutions Retirement Plan reported $61M in total assets and 1,556 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,286 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Optimum Employer Solutions Retirement Plan covers 1,556 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $61M.
- #18,286
- in Healthcare & Social Assistance (20,060 peers)
- -12.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optimum Employer Solutions Retirement Plan's outsized position by total assets
Optimum Employer Solutions Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,393,911 Top 10% higher than 90% 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
Optimum Employer Solutions Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimum Employer Solutions Retirement Plan lands in the large band (1,556 participants).
DOL schedule card
Filing strip 760828248 · Optimum Employer Solutions PY 2022 · 401(k)
Optimum Employer Solutions Retirement Plan · $61M · 1,556 · 90th
- PCT $61M
- EIN 1,556
- RANK 90th
- PHOTO 401(k)
- IND near Community Brands 401(k) Plan
- EOY ind #18286
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 California →
Optimum Employer Solutions Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$6M |
| Employer EIN | 760828248 |
| Plan Effective Date | 2006-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optimum Employer Solutions)
Sponsor-wide plan assets over time
All Optimum Employer Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 92.5853787031095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,556 | $61M |
| 2023 | 1 | 1,717 | $92M |
| 2024 | 1 | 877 | $118M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Optimum Employer Solutions Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Community Brands 401(k) Plan in FL ($61M); by covered participants it is Nba Retirement Plan in NJ (1,556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Community Brands 401(k) Plan (FL) $61M · 1,844
- Diligent Corporation 401(k) Plan (NY) $61M · 623
- Entrans 401(k) Plan (TN) $61M · 962
- Sea, Ltd. 401(k) Plan (OH) $61M · 332
Similar participant headcount
Nearest other-state filings by covered participants (1,556 participants); asset peers above are excluded.
- Nba Retirement Plan (NJ) 1,556 · 0 off
- Western States 401(k) Retirement Fund of the Opeiu (OR) 1,555 · 1 off
- Quality Restaurant Concepts, LLC 401(k) Retirement Plan (AL) 1,555 · 1 off
- Southeast Personnel Leasing Retirement Savings Plan (FL) 1,558 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.