401(k) · DOL Form 5500 · 2023

Optim Orthopedics, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
217
Participants Below avg headcount
83rd
Percentile by assets National rank
$182,937
Avg per participant Above avg balance/head
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Official DOL plan name: Optim Orthopedics, LLC 401(k) Profit Sharing Plan · Sponsored by Optim Orthopedics, LLC · Georgia · Healthcare & Social Assistance

$40M in assets, 217 participants

Optim Orthopedics, LLC's Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported $40M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,114 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Optim Orthopedics, LLC 401(k) Profit Sharing Plan covers 217 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $40M.

#15,114
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Optim Orthopedics, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,697,343 Top 17% higher than 83% 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

Optim Orthopedics, LLC 401(k) Profit Sharing 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. Optim Orthopedics, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported participants fell from 220 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472413464 · Optim Orthopedics, LLC PY 2023 · 401(k)

Optim Orthopedics, LLC 401(k) Profit Sharing Plan · $40M · 217 · 83rd

  • NET $40M
  • BOOK 217
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Frazier Industrial Co. Savings and Investment Retirement Plan
  • EBSA ind #15114

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 Georgia →

Optim Orthopedics, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Optim Orthopedics, LLC 401(k) Profit Sharing PlanOptim Orthopedics, LLC 401(k…$40MFrazier Industrial Co. Savings and Investment Retirement PlanFrazier Industrial Co. Savin…$40MLavie Holdco 401(k) Plan$40MHuman Rights Campaign 401(k) PlanHuman Rights Campaign 401(k)…$40MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$40M
End-of-year total assets ($M) among Optim Orthopedics, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN472413464
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optim Orthopedics, LLC)

Sponsor-wide plan assets over time

All Optim Orthopedics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.665439554483335% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $46.3M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 220 $33M
2023 1 217 $40M
2024 1 252 $46M

Nearby 401(k) Plans in Georgia

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

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Optim Orthopedics, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.039697343 · Participants: 217Optim Orthopedics, LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Optim Orthopedics, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optim Orthopedics, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Frazier Industrial Co. Savings and Investment Retirement Plan in NJ ($40M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Optim Orthopedics, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $33M to $40M. Reported net income was $7M.
How have Optim Orthopedics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optim Orthopedics, LLC's sponsor-wide assets grew 40.7%, from $33M to $46M.
Where does Optim Orthopedics, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan ranks in the 83rd 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 Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frazier Industrial Co. Savings and Investment Retirement Plan in NJ ($40M, 585 participants).
Which 401(k) plans cover a similar participant headcount to Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 472413464.

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.