401(k) · DOL Form 5500 · 2023

Optimae Liefservices Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
699
Participants Below avg headcount
44th
Percentile by assets National rank
$7,014
Avg per participant Low balance/head
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Official DOL plan name: Optimae Lifeservices, Inc. Savings and Investment Plan · Sponsored by Optimae Liefservices Inc · Iowa · Healthcare & Social Assistance

$5M in assets, 699 participants

Optimae Liefservices Inc's Optimae Lifeservices, Inc. Savings and Investment Plan reported $5M in total assets and 699 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,460 in Healthcare & Social Assistance (17,684 peers)

Optimae Liefservices Inc multi-year trail

Optimae Liefservices Inc's plans moved +22.1% in assets from 2022 to 2024; this filing shows Optimae Lifeservices, Inc. Savings and Investment Plan at $5M / 699 participants.

#8,460
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Optimae Lifeservices, Inc. Savings and Investment Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Optimae Lifeservices, Inc. Savings and Investment Plan vs every filed plan by assets

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

$4,902,498 44th percentile higher than 44% 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

Optimae Lifeservices, Inc. Savings and Investment 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. Optimae Lifeservices, Inc. Savings and Investment Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optimae Lifeservices, Inc. Savings and Investment Plan reported net income rose from -$824K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • Optimae Lifeservices, Inc. Savings and Investment Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421287333 · Optimae Liefservices Inc PY 2023 · 401(k)

Optimae Lifeservices, Inc. Savings and Investment Plan · $5M · 699 · 44th

  • ASSETS $5M
  • ASSETS 699
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near Pacific West Litho 401(k) Plan
  • ASSETS ind #8460

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 Iowa →

Optimae Lifeservices, Inc. Savings and Investment Plan in the asset neighbourhood

Optimae Lifeservices, Inc. Savings and Investment PlanOptimae Lifeservices, Inc. S…$5MPacific West Litho 401(k) PlanPacific West Litho 401(k) Pl…$5MSemper Valens Solutions, Inc. 401(k) PlanSemper Valens Solutions, Inc…$5MDfo Management, LLC. 401(k) PlanDfo Management, LLC. 401(k) …$5MGeorge Washington Memorial Park Profit Sharing 401(k) PlanGeorge Washington Memorial P…$5M
End-of-year total assets ($M) among Optimae Lifeservices, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Optimae Liefservices Inc multi-year asset trail

Sponsor-wide plan assets over time

All Optimae Liefservices Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.11102679266758% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.32M $5.28M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 694 $4M
2023 1 699 $5M
2024 1 1,012 $5M

Optimae Liefservices Inc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$582K
Employer EIN421287333
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Optimae Lifeservices, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Optimae Lifeservices, Inc. Savings and Investment Plan, Total assets ($B): 0.004902498 · Participants: 699Optimae Lifeservices, Inc. Savings and Investment PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Optimae Lifeservices, Inc. Savings and Investment Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Optimae Lifeservices, Inc. Savings and Investment Plan side-by-side with 3 peers →

Optimae Lifeservices, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Pacific West Litho 401(k) Plan in CA ($5M); by covered participants it is Flash 401(k) Plan in TX (699 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Optimae Lifeservices, Inc. Savings and Investment Plan assets move in 2023? ▼
Optimae Lifeservices, Inc. Savings and Investment Plan grew at a solid clip - up 13.5% during 2023, from $4M to $5M. Reported net income was $582K.
How have Optimae Liefservices Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimae Liefservices Inc's sponsor-wide assets grew 22.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Optimae Lifeservices, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific West Litho 401(k) Plan in CA ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Optimae Lifeservices, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flash 401(k) Plan in TX (699 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 421287333.

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.