ESOP · DOL Form 5500 · 2022

Optima Engineering, PA ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
62
Participants Small participant base
53rd
Percentile by assets National rank
$91,016
Avg per participant Below avg balance/head
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Official DOL plan name: Optima Engineering, P.a. Employee Stock Ownership Plan · Sponsored by Optima Engineering, PA · North Carolina · Professional & Technical Services

$6M in assets, 62 participants

Optima Engineering, PA's Optima Engineering, P.a. Employee Stock Ownership Plan reported $6M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,988 in Professional & Technical Services (21,562 peers)

Optima Engineering, PA multi-year trail

Optima Engineering, PA's plans moved +87.2% in assets from 2022 to 2024; this filing shows Optima Engineering, P.a. Employee Stock Ownership Plan at $6M / 62 participants.

#10,988
in Professional & Technical Services (21,562 peers)
+6.8%
assets growth YoY

Optima Engineering, P.a. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Optima Engineering, P.a. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,643,000 Top 47% higher than 53% 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

Optima Engineering, P.a. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optima Engineering, P.a. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 561784686 · Optima Engineering, PA PY 2022 · ESOP

Optima Engineering, P.a. Employee Stock Ownership Plan · $6M · 62 · 53rd

  • EBSA $6M
  • PART 62
  • TYPE 53rd
  • NET ESOP
  • BOOK near Glenwood Electric, Inc. Employee Stock Ownership Plan
  • VS-ST ind #10988

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 What is an ESOP? → · Plans in North Carolina →

Optima Engineering, P.a. Employee Stock Ownership Plan in the asset neighbourhood

Optima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$6MGlenwood Electric, Inc. Employee Stock Ownership PlanGlenwood Electric, Inc. Empl…$6MTexas National Bank Employee Stock Ownership PlanTexas National Bank Employee…$6MAnderson Pump Company Employee Stock Ownership PlanAnderson Pump Company Employ…$6MJohnson and Turner Painting Company, Inc. ESOPJohnson and Turner Painting …$6M
End-of-year total assets ($M) among Optima Engineering, P.a. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Optima Engineering, PA multi-year asset trail

Sponsor-wide plan assets over time

All Optima Engineering, PA plans reported in each filing year

Latest sponsor-wide plan assets
$11M 87.24082934609251% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.64M $10.6M ▲ +87.4%
Year Plans Participants Total Assets
2022 1 62 $6M
2023 1 74 $11M
2024 1 85 $11M

Optima Engineering, PA filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$6M
Net Income$714K
Employer EIN561784686
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Optima Engineering, P.a. Employee Stock Ownership Plan, Total assets ($B): 0.005643 · Participants: 62Optima Engineering, P.a. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Optima Engineering, P.a. Employee Stock Ownership Plan side-by-side with 3 peers →

Optima Engineering, P.a. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Glenwood Electric, Inc. Employee Stock Ownership Plan in KY ($6M); by covered participants it is Mainely Tubs Employee Stock Ownership Plan in ME (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Optima Engineering, P.a. Employee Stock Ownership Plan assets move in 2022? ▼
Optima Engineering, P.a. Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2022, from $5M to $6M. Reported net income was $714K.
How have Optima Engineering, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Engineering, PA's sponsor-wide assets grew 87.2%, from $6M to $11M.
Which ESOP plans are similar in size to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Glenwood Electric, Inc. Employee Stock Ownership Plan in KY ($6M, 109 participants).
Which ESOP plans cover a similar participant headcount to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mainely Tubs Employee Stock Ownership Plan in ME (62 participants, $40M 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 561784686.

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.