401(k) · DOL Form 5500 · 2023

Options in Community Living, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
223
Participants Below avg headcount
34th
Percentile by assets National rank
$11,833
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Options in Community Living 401(k) Plan · Sponsored by Options in Community Living, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 223 participants

Options in Community Living, Inc.'s Options in Community Living 401(k) Plan reported $3M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,020 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Options in Community Living 401(k) Plan covers 223 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#6,020
in Healthcare & Social Assistance (17,684 peers)
+44.1%
assets growth YoY

Options in Community Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Options in Community Living 401(k) Plan vs every filed plan by assets

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

$2,638,668 34th percentile higher than 34% 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

Options in Community Living 401(k) 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. Options in Community Living 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Options in Community Living 401(k) Plan reported net income rose from $140K in the plan year 2022 filing to $807K in the plan year 2023 filing.
  • Options in Community Living 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Options in Community Living 401(k) Plan reported participants rose from 213 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391373054 · Options in Community Living, Inc. PY 2023 · 401(k)

Options in Community Living 401(k) Plan · $3M · 223 · 34th

  • BOY $3M
  • SCH 223
  • EBSA 34th
  • PART 401(k)
  • TYPE near Radiology Associates of Hays PA Profit Sharing Plan
  • NET ind #6020

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 Wisconsin →

Options in Community Living 401(k) Plan in the asset neighbourhood

Options in Community Living 401(k) PlanOptions in Community Living …$3MRadiology Associates of Hays PA Profit Sharing PlanRadiology Associates of Hays…$3MK.W. Thompson Tool Company, Inc. 401(k) PlanK.W. Thompson Tool Company, …$3MBig Bang Enterprises, Inc 401(k) PlanBig Bang Enterprises, Inc 40…$3M101 Pipe & Casing, Inc. 401(k) Profit Sharing Plan101 Pipe & Casing, Inc. 401(…$3M
End-of-year total assets ($M) among Options in Community Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$807K
Employer EIN391373054
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Options in Community Living, Inc.)

Sponsor-wide plan assets over time

All Options in Community Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 89.40637633609421% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.83M $3.47M ▲ +89.6%
Year Plans Participants Total Assets
2022 1 213 $2M
2023 1 223 $3M
2024 1 243 $3M

Nearby 401(k) Plans in Wisconsin

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

Options in Community Living 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Options in Community Living 401(k) Plan, Total assets ($B): 0.002638668 · Participants: 223Options in Community Living 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Options in Community Living 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Options in Community Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Radiology Associates of Hays PA Profit Sharing Plan in KS ($3M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Options in Community Living 401(k) Plan assets move in 2023?
Options in Community Living 401(k) Plan surged - up 44.1% during 2023, from $2M to $3M. Reported net income was $807K.
How have Options in Community Living, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Options in Community Living, Inc.'s sponsor-wide assets grew 89.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Options in Community Living 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Radiology Associates of Hays PA Profit Sharing Plan in KS ($3M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Options in Community Living 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M in assets).