Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OPTIMUS HEALTH CARE, INC.

This Profit Sharing plan holds $24M in total assets and serves 520 participants as of 2022. It is sponsored by OPTIMUS HEALTH CARE, INC. in Connecticut. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$24M
Participants
520
State
Industry
Healthcare & Social Assistance

What the Filing Says About SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.

SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. is a Profit Sharing retirement plan sponsored by OPTIMUS HEALTH CARE, INC., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 520 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 060972166, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2022 to $24M at year-end — a gain of 11.7%. Net assets (after liabilities) closed the year at $24M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (OPTIMUS HEALTH CARE, INC.)

Year Plans Participants Total Assets
2022 1 520 $24M
2023 1 400 $25M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.?
As of the 2022 Form 5500 filing, SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. holds $24M in total assets with 520 participants. It is sponsored by OPTIMUS HEALTH CARE, INC..
What type of plan is SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.?
SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. is a Profit Sharing plan. It has been effective since 1998-07-01. The plan is filed with the U.S. Department of Labor under EIN 060972166.
Who sponsors the SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.?
SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. is sponsored by OPTIMUS HEALTH CARE, INC., located in Connecticut. The sponsor's EIN is 060972166 and the plan operates in the Healthcare & Social Assistance industry.
How did SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. perform in 2022?
SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. grew by 11.7% during 2022, moving from $22M to $24M in total assets. Net income was $3M.
Where can I find official filings for SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC.?
Official Form 5500 filings for SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060972166 or plan name at efast.dol.gov.
How does SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. compare to other plans?
You can compare SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.