401(k) · DOL Form 5500 · 2023

Optum Venture Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
37th
Percentile by assets National rank
$123,828
Avg per participant Near avg balance/head
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Official DOL plan name: Optum Ventures Retirement Plan · Sponsored by Optum Venture Management, LLC · Massachusetts · Finance & Insurance

$3M in assets, 26 participants

Optum Venture Management, LLC's Optum Ventures Retirement Plan reported $3M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,271 in Finance & Insurance (8,869 peers)

Optum Venture Management, LLC multi-year trail

Optum Venture Management, LLC's plans moved +112.5% in assets from 2022 to 2024; this filing shows Optum Ventures Retirement Plan at $3M / 26 participants.

#2,271
in Finance & Insurance (8,869 peers)
+50.3%
assets growth YoY

Optum Ventures Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Optum Ventures Retirement Plan vs every filed plan by assets

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

$3,219,518 37th percentile higher than 37% 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

Optum Ventures Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optum Ventures Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optum Ventures Retirement Plan reported net income rose from $221K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Optum Ventures Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Optum Ventures Retirement Plan reported participants rose from 23 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821446334 · Optum Venture Management, LLC PY 2023 · 401(k)

Optum Ventures Retirement Plan · $3M · 26 · 37th

  • PHOTO $3M
  • IND 26
  • EOY 37th
  • 5500 401(k)
  • ASSETS near Argonaut Food Partners, LLC Retirement Plan
  • PCT ind #2271

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Optum Ventures Retirement Plan in the asset neighbourhood

Optum Ventures Retirement PlanOptum Ventures Retirement Pl…$3MArgonaut Food Partners, LLC Retirement PlanArgonaut Food Partners, LLC …$3MSedera 401(k) Plan$3MCarteret Children's Clinic Retirement PlanCarteret Children's Clinic R…$3MHope Hospice 403(b) Tax Deferred Annuity PlanHope Hospice 403(b) Tax Defe…$3M
End-of-year total assets ($M) among Optum Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Optum Venture Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Optum Venture Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 112.45068220805501% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.14M $4.55M ▲ +112.6%
Year Plans Participants Total Assets
2022 1 23 $2M
2023 1 26 $3M
2024 1 22 $5M

Optum Venture Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN821446334
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Optum Ventures Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Optum Ventures Retirement Plan, Total assets ($B): 0.003219518 · Participants: 26Optum Ventures Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Optum Ventures Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Optum Ventures Retirement Plan side-by-side with 3 peers →

Optum Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Argonaut Food Partners, LLC Retirement Plan in OR ($3M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 Optum Ventures Retirement Plan assets move in 2023? ▼
Optum Ventures Retirement Plan surged - up 50.3% during 2023, from $2M to $3M. Reported net income was $1M.
How have Optum Venture Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optum Venture Management, LLC's sponsor-wide assets grew 112.5%, from $2M to $5M.
Which 401(k) plans are similar in size to Optum Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argonaut Food Partners, LLC Retirement Plan in OR ($3M, 759 participants).
Which 401(k) plans cover a similar participant headcount to Optum Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 821446334.

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.