401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,149
Participants Near avg headcount
91st
Percentile by assets National rank
$86,810
Avg per participant Below avg balance/head
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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.

  • #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.

#7,607
in Other Services (7,857 peers)
+15.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Opeiu National Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Opeiu National Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opeiu National Retirement Savings Plan lands in the large band (1,149 participants).

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 →

Published 5500 schedule card

Filing strip 824669377 · Board of Trustees of the Opeiu National Retirement Savings Plan PY 2023 · 401(k)

Opeiu National Retirement Savings Plan · $100M · 1,149 · 91st

  • NET $100M
  • NET 1,149
  • NET 91st
  • NET 401(k)
  • NET near Planned Systems International, Inc. 401(k) Plan
  • NET ind #7607

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 Other Services retirement plans → · Plans in New York →

Opeiu National Retirement Savings Plan in the asset neighbourhood

Landscape Forms, Inc. Profit Sharing PlanLandscape Forms, Inc. Profit…$100MCentral Illinois Radiological Associates, Ltd. 401(k) Profit Sharing PlanCentral Illinois Radiologica…$100MInnospec 401(k) and Profit Sharing PlanInnospec 401(k) and Profit S…$100MOpeiu National Retirement Savings PlanOpeiu National Retirement Sa…$100MPlanned Systems International, Inc. 401(k) PlanPlanned Systems Internationa…$100M
End-of-year total assets ($M) among Opeiu National Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees of the Opeiu National Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$114M 31.703056364881395% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86.3M $114M ▲ +31.7%
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 ($B) Participants Opeiu National Retirement Savings Plan, Total assets ($B): 0.099745189 · Participants: 1149Opeiu National Retirement Savings PlanIBM 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) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
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 →

Opeiu National Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Planned Systems International, Inc. 401(k) Plan in MD ($100M); by covered participants it is Biohaven Pharmaceuticals Inc 401(k) Plan in CT (1,149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,149 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 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).
Which 401(k) plans cover a similar participant headcount to Opeiu National Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biohaven Pharmaceuticals Inc 401(k) Plan in CT (1,149 participants, $53M 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 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.