401(k) · DOL Form 5500 · 2023

Optos Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
242
Participants Below avg headcount
82nd
Percentile by assets National rank
$149,810
Avg per participant Above avg balance/head
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Official DOL plan name: The Optos Inc. 401(k) Plan · Sponsored by Optos Inc. · Massachusetts · Manufacturing

$36M in assets, 242 participants

Optos Inc.'s The Optos Inc. 401(k) Plan reported $36M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,899 in Manufacturing (18,722 peers)

Coverage in Massachusetts

The Optos Inc. 401(k) Plan covers 242 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $36M.

#13,899
in Manufacturing (18,722 peers)
+25.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Optos Inc. 401(k) Plan's outsized position by total assets

The Optos Inc. 401(k) Plan vs every filed plan by assets

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

$36,254,067 Top 18% higher than 82% 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

The Optos Inc. 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. The Optos Inc. 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Optos Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Optos Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • The Optos Inc. 401(k) Plan reported participants rose from 230 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 980192728 · Optos Inc. PY 2023 · 401(k)

The Optos Inc. 401(k) Plan · $36M · 242 · 82nd

  • EIN $36M
  • RANK 242
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Engineered Structures, Inc. 401(k) Plan
  • 5500 ind #13899

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 Massachusetts →

The Optos Inc. 401(k) Plan in the asset neighbourhood

The John R. Mcadams Company, Inc. Salary Savings PlanThe John R. Mcadams Company,…$36MThe Optos Inc. 401(k) Plan$36MEngineered Structures, Inc. 401(k) PlanEngineered Structures, Inc. …$36MCalvary Design Team, Inc. 401(k) PlanCalvary Design Team, Inc. 40…$36MPolypeptide Laboratories, Inc. 401(k) Plan and TrustPolypeptide Laboratories, In…$36M
End-of-year total assets ($M) among The Optos Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN980192728
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optos Inc.)

Sponsor-wide plan assets over time

All Optos Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 44.88618009013003% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.8M $41.7M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 230 $29M
2023 1 242 $36M
2024 1 242 $42M

Nearby 401(k) Plans in Massachusetts

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

The Optos Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Optos Inc. 401(k) Plan, Total assets ($B): 0.036254067 · Participants: 242The Optos Inc. 401(k) 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
The Optos Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Optos Inc. 401(k) Plan side-by-side with 3 peers →

The Optos Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Engineered Structures, Inc. 401(k) Plan in ID ($36M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 The Optos Inc. 401(k) Plan assets move in 2023? ▼
The Optos Inc. 401(k) Plan grew sharply - up 25.9% during 2023, from $29M to $36M. Reported net income was $7M.
How have Optos Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optos Inc.'s sponsor-wide assets grew 44.9%, from $29M to $42M.
Where does The Optos Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Optos Inc. 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Optos Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineered Structures, Inc. 401(k) Plan in ID ($36M, 927 participants).
Which 401(k) plans cover a similar participant headcount to The Optos Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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 980192728.

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.