401(k) · DOL Form 5500 · 2023

Optimum Employer Solutions 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,717
Participants Near avg headcount
91st
Percentile by assets National rank
$53,403
Avg per participant Low balance/head
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Official DOL plan name: Optimum Employer Solutions Retirement Plan · Sponsored by Optimum Employer Solutions · California · Healthcare & Social Assistance

$92M in assets, 1,717 participants

Optimum Employer Solutions's Optimum Employer Solutions Retirement Plan reported $92M in total assets and 1,717 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.

  • #16,248 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Optimum Employer Solutions Retirement Plan covers 1,717 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $92M.

#16,248
in Healthcare & Social Assistance (17,684 peers)
+49.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Optimum Employer Solutions Retirement Plan's outsized position by total assets

Optimum Employer Solutions Retirement Plan vs every filed plan by assets

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

$91,693,490 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

Optimum Employer Solutions Retirement 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. Optimum Employer Solutions Retirement Plan lands in the large band (1,717 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optimum Employer Solutions Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Optimum Employer Solutions Retirement Plan end-of-year assets rose from $61M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Optimum Employer Solutions Retirement Plan reported participants rose from 1,556 in the plan year 2022 filing to 1,717 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 760828248 · Optimum Employer Solutions PY 2023 · 401(k)

Optimum Employer Solutions Retirement Plan · $92M · 1,717 · 91st

  • BOY $92M
  • BOY 1,717
  • BOY 91st
  • BOY 401(k)
  • BOY near Lewis Roca Rothgerber Christie LLP Retirement Plan B
  • BOY ind #16248

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 California →

Optimum Employer Solutions Retirement Plan in the asset neighbourhood

Lewis Roca Rothgerber Christie LLP Retirement Plan BLewis Roca Rothgerber Christ…$92MOptimum Employer Solutions Retirement PlanOptimum Employer Solutions R…$92MSavings Plan for Salaried Employees of Gorton'sSavings Plan for Salaried Em…$92MPenn United Technologies, Inc. 401(k) PlanPenn United Technologies, In…$92MRichard Design Services, Inc. Full-Time Regular 401(k) PlanRichard Design Services, Inc…$92M
End-of-year total assets ($M) among Optimum Employer Solutions Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$92M
Net Income$20M
Employer EIN760828248
Plan Effective Date2006-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimum Employer Solutions)

Sponsor-wide plan assets over time

All Optimum Employer Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$118M 92.5853787031095% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $61.4M $118M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 1,556 $61M
2023 1 1,717 $92M
2024 1 877 $118M

Nearby 401(k) Plans in California

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

Optimum Employer Solutions Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Optimum Employer Solutions Retirement Plan, Total assets ($B): 0.09169349 · Participants: 1717Optimum Employer Solutions Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Optimum Employer Solutions Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Optimum Employer Solutions Retirement Plan side-by-side with 3 peers →

Optimum Employer Solutions Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lewis Roca Rothgerber Christie LLP Retirement Plan B in AZ ($92M); by covered participants it is Toray 401(k) Savings Plan in RI (1,717 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,717 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 Optimum Employer Solutions Retirement Plan assets move in 2023? ▼
Optimum Employer Solutions Retirement Plan surged - up 49.4% during 2023, from $61M to $92M. Reported net income was $20M.
How have Optimum Employer Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimum Employer Solutions's sponsor-wide assets grew 92.6%, from $61M to $118M.
Where does Optimum Employer Solutions Retirement Plan rank by assets among Form 5500 filers? ▼
Optimum Employer Solutions Retirement 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 Optimum Employer Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lewis Roca Rothgerber Christie LLP Retirement Plan B in AZ ($92M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Optimum Employer Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toray 401(k) Savings Plan in RI (1,717 participants, $312M 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 760828248.

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.