401(k) · DOL Form 5500 · 2023

Optimax Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
443
Participants Below avg headcount
78th
Percentile by assets National rank
$62,454
Avg per participant Low balance/head
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Official DOL plan name: Optimax Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Optimax Systems, Inc. · New York · Professional & Technical Services

$28M in assets, 443 participants

Optimax Systems, Inc.'s Optimax Systems, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 443 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,931 in Professional & Technical Services (20,321 peers)

Where Optimax Systems, Inc. 401(k) Profit Sharing Plan sits by assets

Optimax Systems, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 443 participants (~$62,454/participant), up 39.1% in 2023.

#15,931
in Professional & Technical Services (20,321 peers)
+39.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Optimax Systems, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Optimax Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,667,245 Top 22% higher than 78% 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

Optimax Systems, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimax Systems, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optimax Systems, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Optimax Systems, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Optimax Systems, Inc. 401(k) Profit Sharing Plan reported participants rose from 362 in the plan year 2022 filing to 443 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161399834 · Optimax Systems, Inc. PY 2023 · 401(k)

Optimax Systems, Inc. 401(k) Profit Sharing Plan · $28M · 443 · 78th

  • NET $28M
  • BOOK 443
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Carl Buddig and Company Union Employee Deferred Benefit Plan
  • EBSA ind #15931

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 New York →

Optimax Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Optimax Systems, Inc. 401(k) Profit Sharing PlanOptimax Systems, Inc. 401(k)…$28MCarl Buddig and Company Union Employee Deferred Benefit PlanCarl Buddig and Company Unio…$28MExotic Rubber & Plastics Corp. 401(k) PlanExotic Rubber & Plastics Cor…$28MUS Conec Investment Plan$28MExagrid Systems, Inc. 401(k) PlanExagrid Systems, Inc. 401(k)…$28M
End-of-year total assets ($M) among Optimax Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN161399834
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimax Systems, Inc.)

Sponsor-wide plan assets over time

All Optimax Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 74.43572852402308% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.9M $34.7M ▲ +74.4%
Year Plans Participants Total Assets
2022 1 362 $20M
2023 1 443 $28M
2024 1 455 $35M

Nearby 401(k) Plans in New York

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

Optimax Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Optimax Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027667245 · Participants: 443Optimax Systems, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Optimax Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Optimax Systems, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optimax Systems, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Carl Buddig and Company Union Employee Deferred Benefit Plan in IL ($28M); by covered participants it is Lifecore Biomedical 401(k) Plan in MN (443 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Optimax Systems, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Optimax Systems, Inc. 401(k) Profit Sharing Plan surged - up 39.1% during 2023, from $20M to $28M. Reported net income was $8M.
How have Optimax Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimax Systems, Inc.'s sponsor-wide assets grew 74.4%, from $20M to $35M.
Where does Optimax Systems, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optimax Systems, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Optimax Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carl Buddig and Company Union Employee Deferred Benefit Plan in IL ($28M, 1,714 participants).
Which 401(k) plans cover a similar participant headcount to Optimax Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecore Biomedical 401(k) Plan in MN (443 participants, $81M 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 161399834.

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.