401(k) · DOL Form 5500 · 2022

Board of Trustees of the Opeiu National Retirement Savings Plan 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
990
Participants Near avg headcount
92nd
Percentile by assets National rank
$87,196
Avg per participant Below avg balance/head
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Official DOL plan name: Opeiu National Retirement Savings Plan · Sponsored by Board of Trustees of the Opeiu National Retirement Savings Plan · New York · Other Services

$86M in assets, 990 participants

Board of Trustees of the Opeiu National Retirement Savings Plan's Opeiu National Retirement Savings Plan reported $86M in total assets and 990 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,144 in Other Services (8,398 peers)

Where Opeiu National Retirement Savings Plan sits by assets

Opeiu National Retirement Savings Plan sits in the top 10% of all filed plans by assets, $86M for 990 participants (~$87,196/participant), down 18.1% in 2022.

#8,144
in Other Services (8,398 peers)
-18.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opeiu National Retirement Savings Plan's outsized position by total assets

Opeiu National Retirement Savings Plan vs every filed plan by assets

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

$86,324,248 Top 8% higher than 92% 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

Opeiu National Retirement Savings 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. Opeiu National Retirement Savings Plan sits mid-pack in the medium band (990 participants).

Form 5500 schedule snapshot

Filing strip 824669377 · Board of Trustees of the Opeiu National Retirement Savings Plan PY 2022 · 401(k)

Opeiu National Retirement Savings Plan · $86M · 990 · 92nd

  • PCT $86M
  • PCT 990
  • PCT 92nd
  • PCT 401(k)
  • PCT near Ll Global, Inc. 401(k) Plan
  • PCT ind #8144

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 Other Services retirement plans → · Plans in New York →

Opeiu National Retirement Savings Plan in the asset neighbourhood

Medvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$86MLl Global, Inc. 401(k) Plan$86MSev1tech, LLC 401(k) Plan$86MOpeiu National Retirement Savings PlanOpeiu National Retirement Sa…$86MCupertino Electric, Inc. Profit Sharing and 401(k) PlanCupertino Electric, Inc. Pro…$86M
End-of-year total assets ($M) among Opeiu National Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$86M
Net Income-$22M
Employer EIN824669377
Plan Effective Date2017-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Opeiu National Retirement Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Opeiu National Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$114M 31.703056364881395% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86.3M $114M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 990 $86M
2023 1 1,149 $100M
2024 1 1,121 $114M

Nearby 401(k) Plans in New York

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

Opeiu National Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Opeiu National Retirement Savings Plan, Total assets ($B): 0.086324248 · Participants: 990Opeiu National Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Opeiu National Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Opeiu National Retirement Savings Plan side-by-side with 3 peers →

Opeiu National Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ll Global, Inc. 401(k) Plan in CT ($86M); by covered participants it is Lily Transportation Corp. 401(k) Profit Sharing Plan in MA (990 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Opeiu National Retirement Savings Plan assets move in 2022? ▼
Opeiu National Retirement Savings Plan declined sharply - down 18.1% during 2022, from $105M to $86M. Reported net income was -$22M.
How have Board of Trustees of the Opeiu National Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Opeiu National Retirement Savings Plan's sponsor-wide assets grew 31.7%, from $86M to $114M.
Where does Opeiu National Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Opeiu National Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Opeiu National Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ll Global, Inc. 401(k) Plan in CT ($86M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Opeiu National Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lily Transportation Corp. 401(k) Profit Sharing Plan in MA (990 participants, $21M 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 824669377.

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.