Money Purchase · DOL Form 5500 · 2022

Opto 22 Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
120
Participants Small participant base
78th
Percentile by assets National rank
$171,006
Avg per participant Above avg balance/head
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Official DOL plan name: Opto 22 Money Purchase Pension Plan and Trust · Sponsored by Opto 22 · California · Manufacturing

$21M in assets, 120 participants

Opto 22's Opto 22 Money Purchase Pension Plan and Trust reported $21M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,148 in Manufacturing (20,602 peers)

Coverage in California

Opto 22 Money Purchase Pension Plan and Trust covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,148
in Manufacturing (20,602 peers)
+0.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Opto 22 Money Purchase Pension Plan and Trust's outsized position by total assets

Opto 22 Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$20,520,728 Top 22% higher than 78% 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

Opto 22 Money Purchase Pension Plan and Trust 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. Opto 22 Money Purchase Pension Plan and Trust sits mid-pack in the medium band (120 participants).

Form 5500 schedule snapshot

Filing strip 952896389 · Opto 22 PY 2022 · Money Purchase

Opto 22 Money Purchase Pension Plan and Trust · $21M · 120 · 78th

  • EIN $21M
  • RANK 120
  • PHOTO 78th
  • IND Money Purchase
  • EOY near Summit Country Day School Employee's Pension Plan
  • 5500 ind #14148

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 Manufacturing retirement plans → · Plans in California →

Opto 22 Money Purchase Pension Plan and Trust in the asset neighbourhood

Missouri-Nea Employees' Pension Trust PlanMissouri-Nea Employees' Pens…$21MOpto 22 Money Purchase Pension Plan and TrustOpto 22 Money Purchase Pensi…$21MSummit Country Day School Employee's Pension PlanSummit Country Day School Em…$20MState of the Art, Inc. Money Purchase Pension PlanState of the Art, Inc. Money…$20MComprehensive Healthcare Employee Pension Benefit PlanComprehensive Healthcare Emp…$20M
End-of-year total assets ($M) among Opto 22 Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$36K
Employer EIN952896389
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opto 22)

Sponsor-wide plan assets over time

All Opto 22 plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.314377150752156% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $20.5M $22.4M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 120 $21M
2023 1 120 $22M
2024 1 114 $22M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Opto 22 Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Opto 22 Money Purchase Pension Plan and Trust, Total assets ($B): 0.020520728 · Participants: 120Opto 22 Money Purchase Pension Plan and TrustThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Opto 22 Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in California, assets vs. participants
Compare Opto 22 Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Opto 22 Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Summit Country Day School Employee's Pension Plan in OH ($20M); by covered participants it is Gem State Radiology Money Purchase Pension Plan in ID (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Opto 22 Money Purchase Pension Plan and Trust assets move in 2022? ▼
Opto 22 Money Purchase Pension Plan and Trust held essentially flat - up 0.2% during 2022, from $20M to $21M. Reported net income was $36K.
How have Opto 22 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opto 22's sponsor-wide assets grew 9.3%, from $21M to $22M.
Where does Opto 22 Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Opto 22 Money Purchase Pension Plan and Trust ranks in the 78th 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 Money Purchase plans are similar in size to Opto 22 Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Summit Country Day School Employee's Pension Plan in OH ($20M, 237 participants).
Which Money Purchase plans cover a similar participant headcount to Opto 22 Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Gem State Radiology Money Purchase Pension Plan in ID (120 participants, $37K 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 952896389.

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.