401(k) · DOL Form 5500 · 2022
Old Pueblo Healthcare, LLC Dba Optima Medical 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 238
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $13,921
- Avg per participant Low balance/head
Official DOL plan name: Optima Medical 401(k) Plan · Sponsored by Old Pueblo Healthcare, LLC Dba Optima Medical · Arizona · Professional & Technical Services
$3M in assets, 238 participants
Old Pueblo Healthcare, LLC Dba Optima Medical's Optima Medical 401(k) Plan reported $3M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,540 in Professional & Technical Services (21,562 peers)
Coverage in Arizona
Optima Medical 401(k) Plan covers 238 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $3M.
- #8,540
- in Professional & Technical Services (21,562 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Optima Medical 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Optima Medical 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,313,214 42nd percentile higher than 42% 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
Optima Medical 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. Optima Medical 401(k) Plan sits mid-pack in the medium band (238 participants).
Published 5500 schedule card
Filing strip 113780270 · Old Pueblo Healthcare, LLC Dba Optima Medical PY 2022 · 401(k)
Optima Medical 401(k) Plan · $3M · 238 · 42nd
- BOOK $3M
- BOOK 238
- BOOK 42nd
- BOOK 401(k)
- BOOK near Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust
- BOOK ind #8540
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Optima Medical 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$184K |
| Employer EIN | 113780270 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Optima Medical 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Joanne Hudson Associates Ltd 401(k) Profit Sharing Plan & Trust in PA ($3M); by covered participants it is Mandarin Holdings LP 401(k) Plan in MN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Mandarin Holdings LP 401(k) Plan (MN) 238 · 0 off
- Treesmiths, LLC 401(k) Plan (PA) 238 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 238 · 0 off
- Critical Care Services, Inc. 401(k) Plan (MN) 238 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.