401(k) · DOL Form 5500 · 2023

Board of Trustees of the Opeiu National Retirement Savings Plan 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
1,149
Participants
91st
Percentile by assets
$86,810
Avg per participant
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Official DOL plan name: Opeiu National Retirement Savings Plan · Sponsored by Board of Trustees of the Opeiu National Retirement Savings Plan · New York · Other Services

$100M in assets, 1,149 participants

Board of Trustees of the Opeiu National Retirement Savings Plan's Opeiu National Retirement Savings Plan reported $100M in total assets and 1,149 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,607 in Other Services (7,857 peers)

Where Opeiu National Retirement Savings Plan sits by assets

Opeiu National Retirement Savings Plan sits in the top 10% of all filed plans by assets, $100M for 1,149 participants (~$86,810/participant), up 15.5% in 2023.

$100M
total plan assets (2023 EOY)
1,149
covered participants
91st
percentile by assets (of 127,072 plans)
$86,810
avg assets per participant

Where Opeiu National Retirement Savings Plan sits by total assets

Opeiu National Retirement Savings Plan vs every filed plan by assets

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

$99,745,189 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opeiu National Retirement Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Opeiu National Retirement Savings Plan reported participants rose from 990 in the plan year 2022 filing to 1,149 in the plan year 2023 filing.
  • Opeiu National Retirement Savings Plan end-of-year assets rose from $86M in the plan year 2022 filing to $100M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Other Services

Opeiu National Retirement Savings Plan vs the 2023 asset distribution

By assets, Opeiu National Retirement Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$100M
Net Income$13M
Employer EIN824669377
Plan Effective Date2017-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Opeiu National Retirement Savings Plan)

$80M$90M$100M$110M$120M 202220232024 $86.3M $114M ▲ +31.7%
Total plan assets by year, all Board of Trustees of the Opeiu National Retirement Savings Plan plans on file
Year Plans Participants Total Assets
2022 1 990 $86M
2023 1 1,149 $100M
2024 1 1,121 $114M

Nearby 401(k) Plans in New York

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

Opeiu National Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Opeiu National Retir…, Total assets ($B): 0.099745189 · Participants: 1149Opeiu National Retir…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Opeiu National Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Opeiu National Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Opeiu National Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Opeiu National Retirement Savings Plan assets move in 2023? ▼
Opeiu National Retirement Savings Plan grew sharply - up 15.5% during 2023, from $86M to $100M. Reported net income was $13M.
How have Board of Trustees of the Opeiu National Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Opeiu National Retirement Savings Plan's sponsor-wide assets grew 31.7%, from $86M to $114M.
Where does Opeiu National Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Opeiu National Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Opeiu National Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planned Systems International, Inc. 401(k) Plan in MD ($100M, 1,301 participants).

Next read for Opeiu National Retirement Savings Plan

Scale reading

Ways to act on Opeiu National Retirement Savings Plan's numbers.

  • By total assets, Opeiu National Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Board of Trustees of the Opeiu National Retirement Savings Plan's sponsor-wide assets have grown 31.7% since 2022 across 3 plan years on file. More Other Services plans

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 824669377.

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.