401(k) · DOL Form 5500 · 2023

Optimizely North America Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
564
Participants Below avg headcount
88th
Percentile by assets National rank
$111,026
Avg per participant Below avg balance/head
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Official DOL plan name: Optimizely 401(k) Profit Sharing Plan & Trust · Sponsored by Optimizely North America Inc. · New Hampshire · Professional & Technical Services

$63M in assets, 564 participants

Optimizely North America Inc.'s Optimizely 401(k) Profit Sharing Plan & Trust reported $63M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,067 in Professional & Technical Services (20,321 peers)

Where Optimizely 401(k) Profit Sharing Plan & Trust sits by assets

Optimizely 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $63M for 564 participants (~$111,026/participant), up 28.2% in 2023.

#18,067
in Professional & Technical Services (20,321 peers)
+28.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Optimizely 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Optimizely 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$62,618,402 Top 12% higher than 88% 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

Optimizely 401(k) Profit Sharing Plan & Trust 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. Optimizely 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optimizely 401(k) Profit Sharing Plan & Trust reported net income rose from -$140K in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Optimizely 401(k) Profit Sharing Plan & Trust reported participants rose from 335 in the plan year 2022 filing to 564 in the plan year 2023 filing.
  • Optimizely 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $49M in the plan year 2022 filing to $63M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020497493 · Optimizely North America Inc. PY 2023 · 401(k)

Optimizely 401(k) Profit Sharing Plan & Trust · $63M · 564 · 88th

  • TYPE $63M
  • TYPE 564
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Mib Group Holdings Inc. 401(k) Retirement Savings Plan
  • TYPE ind #18067

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 New Hampshire →

Optimizely 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The 401(k) Profit Sharing Plan of Ogden Murphy Wallace, PLLCThe 401(k) Profit Sharing Pl…$63MOptimizely 401(k) Profit Sharing Plan & TrustOptimizely 401(k) Profit Sha…$63MMib Group Holdings Inc. 401(k) Retirement Savings PlanMib Group Holdings Inc. 401(…$63MMinnesota Twins Profit Sharing/401(k) PlanMinnesota Twins Profit Shari…$63MBracco Medical Technologies 401(k) PlanBracco Medical Technologies …$63M
End-of-year total assets ($M) among Optimizely 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$63M
Net Income$14M
Employer EIN020497493
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimizely North America Inc.)

Sponsor-wide plan assets over time

All Optimizely North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 52.840598592890565% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.8M $74.6M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 335 $49M
2023 1 564 $63M
2024 1 523 $75M

Nearby 401(k) Plans in New Hampshire

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

Optimizely 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Optimizely 401(k) Profit Sharing Plan & Trust, Total assets ($M): 62.618402 · Participants: 564Optimizely 401(k) Profit Sharing Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Optimizely 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Optimizely 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Optimizely 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Mib Group Holdings Inc. 401(k) Retirement Savings Plan in MA ($63M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Optimizely 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Optimizely 401(k) Profit Sharing Plan & Trust grew sharply - up 28.2% during 2023, from $49M to $63M. Reported net income was $14M.
How have Optimizely North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimizely North America Inc.'s sponsor-wide assets grew 52.8%, from $49M to $75M.
Where does Optimizely 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Optimizely 401(k) Profit Sharing Plan & Trust ranks in the 88th 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 Optimizely 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mib Group Holdings Inc. 401(k) Retirement Savings Plan in MA ($63M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Optimizely 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (564 participants, $4M 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 020497493.

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.