401(k) · DOL Form 5500 · 2023

Opterra Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
339
Participants Below avg headcount
56th
Percentile by assets National rank
$26,057
Avg per participant Low balance/head
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Official DOL plan name: Opterra Solutions, Inc. 401(k) · Sponsored by Opterra Solutions, Inc. · South Carolina · Other Services

$9M in assets, 339 participants

Opterra Solutions, Inc.'s Opterra Solutions, Inc. 401(k) reported $9M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,850 in Other Services (7,857 peers)

Opterra Solutions, Inc. multi-year trail

Opterra Solutions, Inc.'s plans moved +62.3% in assets from 2022 to 2024; this filing shows Opterra Solutions, Inc. 401(k) at $9M / 339 participants.

#5,850
in Other Services (7,857 peers)
+34.4%
assets growth YoY

Opterra Solutions, Inc. 401(k)'s mid-pack asset rank among Other Services and all filers

Opterra Solutions, Inc. 401(k) vs every filed plan by assets

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

$8,833,168 Top 44% higher than 56% 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

Opterra Solutions, Inc. 401(k) 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. Opterra Solutions, Inc. 401(k) sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opterra Solutions, Inc. 401(k) reported net income rose from -$640K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Opterra Solutions, Inc. 401(k) reported participants rose from 247 in the plan year 2022 filing to 339 in the plan year 2023 filing.
  • Opterra Solutions, Inc. 401(k) end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570851059 · Opterra Solutions, Inc. PY 2023 · 401(k)

Opterra Solutions, Inc. 401(k) · $9M · 339 · 56th

  • VS-ST $9M
  • BOY 339
  • SCH 56th
  • EBSA 401(k)
  • PART near Lamarque Motor Company 401(k) Plan
  • TYPE ind #5850

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 Other Services retirement plans → · Plans in South Carolina →

Opterra Solutions, Inc. 401(k) in the asset neighbourhood

Opterra Solutions, Inc. 401(k)Opterra Solutions, Inc. 401(…$9MLamarque Motor Company 401(k) PlanLamarque Motor Company 401(k…$9MClose Up Foundation 403(b) Retirement PlanClose Up Foundation 403(b) R…$9MG Michael Lopez, M.D. Self Employed Profit Sharing PlanG Michael Lopez, M.D. Self E…$9MVermont Public Co. 401(k) PlanVermont Public Co. 401(k) Pl…$9M
End-of-year total assets ($M) among Opterra Solutions, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Opterra Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Opterra Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 62.320536274332675% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.57M $10.7M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 247 $7M
2023 1 339 $9M
2024 1 336 $11M

Opterra Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN570851059
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Opterra Solutions, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Opterra Solutions, Inc. 401(k), Total assets ($B): 0.008833168 · Participants: 339Opterra Solutions, Inc. 401(k)Michelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Opterra Solutions, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Opterra Solutions, Inc. 401(k) side-by-side with 3 peers →

Opterra Solutions, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Lamarque Motor Company 401(k) Plan in LA ($9M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Opterra Solutions, Inc. 401(k) assets move in 2023? ▼
Opterra Solutions, Inc. 401(k) surged - up 34.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Opterra Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opterra Solutions, Inc.'s sponsor-wide assets grew 62.3%, from $7M to $11M.
Which 401(k) plans are similar in size to Opterra Solutions, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Lamarque Motor Company 401(k) Plan in LA ($9M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Opterra Solutions, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 570851059.

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.