401(k) · DOL Form 5500 · 2023
Open Technology Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 175
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $119,770
- Avg per participant Near avg balance/head
Official DOL plan name: Open Technology Solutions, LLC 401(k) Plan · Sponsored by Open Technology Solutions, LLC · Colorado · Professional & Technical Services
$21M in assets, 175 participants
Open Technology Solutions, LLC's Open Technology Solutions, LLC 401(k) Plan reported $21M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,927 in Professional & Technical Services (20,321 peers)
Coverage in Colorado
Open Technology Solutions, LLC 401(k) Plan covers 175 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $21M.
- #14,927
- in Professional & Technical Services (20,321 peers)
- +39.3%
- assets growth YoY
Open Technology Solutions, LLC 401(k) Plan's outsized position by total assets
Open Technology Solutions, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,959,679 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Open Technology Solutions, LLC 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. Open Technology Solutions, LLC 401(k) Plan sits mid-pack in the medium band (175 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Open Technology Solutions, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Open Technology Solutions, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Open Technology Solutions, LLC 401(k) Plan reported participants rose from 148 in the plan year 2022 filing to 175 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 200038158 · Open Technology Solutions, LLC PY 2023 · 401(k)
Open Technology Solutions, LLC 401(k) Plan · $21M · 175 · 73rd
- EBSA $21M
- EBSA 175
- EBSA 73rd
- EBSA 401(k)
- EBSA near Beams, LLC 401(k) Plan
- EBSA ind #14927
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 Colorado →
Open Technology Solutions, LLC 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $6M |
| Employer EIN | 200038158 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Open Technology Solutions, LLC)
Sponsor-wide plan assets over time
All Open Technology Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 58.717122180320736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $15M |
| 2023 | 1 | 175 | $21M |
| 2024 | 1 | 211 | $24M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Open Technology Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Beams, LLC 401(k) Plan in IA ($21M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Beams, LLC 401(k) Plan (IA) $21M · 409
- William B. Meyer Incorporated Retirement and 401(k) Plan (CT) $21M · 181
- Feo Investments, Inc. Employee Stock Ownership Plan (NE) $21M · 100
- Tortoiseecofin 401(k) Plan (KS) $21M · 107
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Uniseal 401(k) Plan (IN) 175 · 0 off
- Lightspeed Systems 401(k) Profit Sharing Plan (TX) 175 · 0 off
- Self Enhancement, Inc. 401(k) Plan (OR) 175 · 0 off
- Lakeview Clinic Ltd, Retirement Savings Plan (MN) 175 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.