Other · DOL Form 5500 · 2022

Optimus Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
520
Participants Below avg headcount
80th
Percentile by assets National rank
$46,240
Avg per participant Low balance/head
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Official DOL plan name: Section 403(b) Retirement Plan for Optimus Health Care, Inc. · Sponsored by Optimus Health Care, Inc. · Connecticut · Healthcare & Social Assistance

$24M in assets, 520 participants

Optimus Health Care, Inc.'s Section 403(b) Retirement Plan for Optimus Health Care, Inc. reported $24M in total assets and 520 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,644 in Healthcare & Social Assistance (20,060 peers)

Where Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits by assets

Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits in the top quartile of all filed plans by assets, $24M for 520 participants (~$46,240/participant), up 11.7% in 2022.

#16,644
in Healthcare & Social Assistance (20,060 peers)
+11.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Section 403(b) Retirement Plan for Optimus Health Care, Inc.'s outsized position by total assets

Section 403(b) Retirement Plan for Optimus Health Care, Inc. vs every filed plan by assets

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

$24,044,709 Top 20% higher than 80% 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

Section 403(b) Retirement Plan for Optimus Health Care, Inc. 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. Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits mid-pack in the medium band (520 participants).

Form 5500 schedule snapshot

Filing strip 060972166 · Optimus Health Care, Inc. PY 2022 · Other

Section 403(b) Retirement Plan for Optimus Health Care, Inc. · $24M · 520 · 80th

  • PCT $24M
  • EIN 520
  • RANK 80th
  • PHOTO Other
  • IND near University of Massachusetts Global Defined Contribution Retirement Plan
  • EOY ind #16644

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Section 403(b) Retirement Plan for Optimus Health Care, Inc. in the asset neighbourhood

Culver-Stockton College Defined Contribution Retirement PlanCulver-Stockton College Defi…$24M403(b) Thrift Plan for Employees of Affinia Healthcare403(b) Thrift Plan for Emplo…$24MSection 403(b) Retirement Plan for Optimus Health Care, Inc.Section 403(b) Retirement Pl…$24MUniversity of Massachusetts Global Defined Contribution Retirement PlanUniversity of Massachusetts …$24MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$24M
End-of-year total assets ($M) among Section 403(b) Retirement Plan for Optimus Health Care, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN060972166
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimus Health Care, Inc.)

Sponsor-wide plan assets over time

All Optimus Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.833910612101814% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24M $28.6M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 520 $24M
2023 1 400 $25M
2024 1 378 $29M

Nearby Other Plans in Connecticut

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

Section 403(b) Retirement Plan for Optimus Health Care, Inc. vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Section 403(b) Retirement Plan for Optimus Health Care, Inc., Total assets ($B): 0.024044709 · Participants: 520Section 403(b) Retirement Plan for Optimus Health Care, Inc.Yale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Section 403(b) Retirement Plan for Optimus Health Care, Inc. vs. nearby Other plans in Connecticut, assets vs. participants
Compare Section 403(b) Retirement Plan for Optimus Health Care, Inc. side-by-side with 3 peers →

Section 403(b) Retirement Plan for Optimus Health Care, Inc.'s out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is University of Massachusetts Global Defined Contribution Retirement Plan in CA ($24M); by covered participants it is Roseman University of Health Sciences Defined Contribution Plan in NV (520 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Section 403(b) Retirement Plan for Optimus Health Care, Inc. assets move in 2022? ▼
Section 403(b) Retirement Plan for Optimus Health Care, Inc. grew at a solid clip - up 11.7% during 2022, from $22M to $24M. Reported net income was $3M.
How have Optimus Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimus Health Care, Inc.'s sponsor-wide assets grew 18.8%, from $24M to $29M.
Where does Section 403(b) Retirement Plan for Optimus Health Care, Inc. rank by assets among Form 5500 filers? ▼
Section 403(b) Retirement Plan for Optimus Health Care, Inc. ranks in the 80th 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 Other plans are similar in size to Section 403(b) Retirement Plan for Optimus Health Care, Inc.? ▼
Among Other plans in other states, the closest by assets is University of Massachusetts Global Defined Contribution Retirement Plan in CA ($24M, 767 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan for Optimus Health Care, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Roseman University of Health Sciences Defined Contribution Plan in NV (520 participants, $61M 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 060972166.

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.