401(k) · DOL Form 5500 · 2023
Opta Group LP 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 240
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $113,771
- Avg per participant Below avg balance/head
Official DOL plan name: Opta Group LLC 401(k) Plan · Sponsored by Opta Group LP · Pennsylvania · Manufacturing
$27M in assets, 240 participants
Opta Group LP's Opta Group LLC 401(k) Plan reported $27M in total assets and 240 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.
- #12,961 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
Opta Group LLC 401(k) Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.
- #12,961
- in Manufacturing (18,722 peers)
- +5.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Opta Group LLC 401(k) Plan's outsized position by total assets
Opta Group LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,304,964 Top 22% higher than 78% 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
Opta Group 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. Opta Group LLC 401(k) Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Opta Group LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Opta Group LLC 401(k) Plan reported participants rose from 223 in the plan year 2022 filing to 240 in the plan year 2023 filing.
- Opta Group LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 822687965 · Opta Group LP PY 2023 · 401(k)
Opta Group LLC 401(k) Plan · $27M · 240 · 78th
- NET $27M
- BOOK 240
- VS-ST 78th
- BOY 401(k)
- SCH near Afsi Employee Retirement Plan
- EBSA ind #12961
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Opta Group LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $1M |
| Employer EIN | 822687965 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opta Group LP)
Sponsor-wide plan assets over time
All Opta Group LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 34.731459255425904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $26M |
| 2023 | 1 | 240 | $27M |
| 2024 | 1 | 251 | $35M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Opta Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Afsi Employee Retirement Plan in IL ($27M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Afsi Employee Retirement Plan (IL) $27M · 204
- Sorrento Therapeutics, Inc. 401(k) Plan (CA) $27M · 634
- Flywire Retirement Plan (MA) $27M · 352
- Metric Engineering Savings and Retirement Plan (FL) $27M · 461
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan (IL) 240 · 0 off
- Kansas Children's Service League 401(k) Plan (KS) 240 · 0 off
- Metropolitan Commercial Bank 401(k) Plan (NY) 240 · 0 off
- Ci Sport, Inc. 401(k) Plan (ND) 240 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.