401(k) · DOL Form 5500 · 2023
Optumsoft, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $270,445
- Avg per participant High balance/head
Official DOL plan name: Optumsoft 401(k) Plan · Sponsored by Optumsoft, Inc. · California · Professional & Technical Services
$2M in assets, 6 participants
Optumsoft, Inc.'s Optumsoft 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,819 in Professional & Technical Services (20,321 peers)
Optumsoft, Inc. multi-year trail
Optumsoft, Inc.'s plans moved +56.4% in assets from 2022 to 2024; this filing shows Optumsoft 401(k) Plan at $2M / 6 participants.
- #4,819
- in Professional & Technical Services (20,321 peers)
- +28.9%
- assets growth YoY
Optumsoft 401(k) Plan among the smaller filed plans by assets
Optumsoft 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,622,669 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Optumsoft 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optumsoft 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Optumsoft 401(k) Plan reported net income rose from -$245K in the plan year 2022 filing to $364K in the plan year 2023 filing.
- Optumsoft 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 201820878 · Optumsoft, Inc. PY 2023 · 401(k)
Optumsoft 401(k) Plan · $2M · 6 · 28th
- PART $2M
- PART 6
- PART 28th
- PART 401(k)
- PART near Werner Auto Team 401(k) Plan
- PART ind #4819
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 California →
Optumsoft 401(k) Plan in the asset neighbourhood
Optumsoft, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Optumsoft, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 56.43974982626824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
Optumsoft, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $364K |
| Employer EIN | 201820878 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Optumsoft 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Werner Auto Team 401(k) Plan in GA ($2M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.