401(k) · DOL Form 5500 · 2023

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$641K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$160,147
Avg per participant Above avg balance/head
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Official DOL plan name: Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Optimum Tax Consultants & Other Enterprises, Inc. · Illinois · Professional & Technical Services

$641K in assets, 4 participants

Optimum Tax Consultants & Other Enterprises, Inc.'s Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan reported $641K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,036 in Professional & Technical Services (20,321 peers)

Optimum Tax Consultants & Other Enterprises, Inc. multi-year trail

Optimum Tax Consultants & Other Enterprises, Inc.'s plans moved +12.0% in assets from 2022 to 2024; this filing shows Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan at $641K / 4 participants.

#3,036
in Professional & Technical Services (20,321 peers)
+15.4%
assets growth YoY

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$640,587 20th percentile higher than 20% of 127,068 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 2023

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing 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. Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $111K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $555K in the plan year 2022 filing to $641K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270765442 · Optimum Tax Consultants & Other Enterprises, Inc. PY 2023 · 401(k)

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan · $641K · 4 · 20th

  • BOY $641K
  • BOY 4
  • BOY 20th
  • BOY 401(k)
  • BOY near Exrs-Wireless 2 Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #3036

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 Illinois →

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing PlanOptimum Tax Consultants & Ot…$641KExrs-Wireless 2 Inc 401(k) Profit Sharing Plan & TrustExrs-Wireless 2 Inc 401(k) P…$640KDarren R Mcginn Cpa PC 401(k) Profit Sharing Plan & TrustDarren R Mcginn Cpa PC 401(k…$640KSpine and Pain Center LLC 401(k) Profit Sharing Plan & TrustSpine and Pain Center LLC 40…$640KMexserv, Inc. 401(k) Profit Sharing PlanMexserv, Inc. 401(k) Profit …$640K
End-of-year total assets ($M) among Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Optimum Tax Consultants & Other Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Optimum Tax Consultants & Other Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$622K 11.976593610250111% vs 2022
2024 filing year
$0.55M$0.6M$0.65M 202220232024 $0.56M $0.62M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 2 $555K
2023 1 4 $641K
2024 1 4 $622K

Optimum Tax Consultants & Other Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$555K
Net Assets (End of Year)$641K
Net Income$85K
Employer EIN270765442
Plan Effective Date2009-09-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000640587 · Participants: 4Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Exrs-Wireless 2 Inc 401(k) Profit Sharing Plan & Trust in MN ($640K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2023, from $555K to $641K. Reported net income was $85K.
How have Optimum Tax Consultants & Other Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimum Tax Consultants & Other Enterprises, Inc.'s sponsor-wide assets grew 12.0%, from $555K to $622K.
Where does Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exrs-Wireless 2 Inc 401(k) Profit Sharing Plan & Trust in MN ($640K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Optimum Tax Consultants & Other Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270765442.

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.