Other · DOL Form 5500 · 2023
Optical Society of America Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $468,935
- Avg per participant High balance/head
Official DOL plan name: Optical Society of America Defined Contribution Retirement Plan · Sponsored by Optical Society of America · District of Columbia · Other Services
$59M in assets, 125 participants
Optical Society of America's Optical Society of America Defined Contribution Retirement Plan reported $59M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,424 in Other Services (7,857 peers)
Coverage in District of Columbia
Optical Society of America Defined Contribution Retirement Plan covers 125 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $59M.
- #7,424
- in Other Services (7,857 peers)
- +20.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Optical Society of America Defined Contribution Retirement Plan's outsized position by total assets
Optical Society of America Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,616,821 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Optical Society of America Defined Contribution Retirement 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. Optical Society of America Defined Contribution Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Optical Society of America Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Optical Society of America Defined Contribution Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Optical Society of America Defined Contribution Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 125 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530259696 · Optical Society of America PY 2023 · Other
Optical Society of America Defined Contribution Retirement Plan · $59M · 125 · 87th
- PART $59M
- PART 125
- PART 87th
- PART Other
- PART near The Rivers School Defined Contribution Retirement Plan
- PART ind #7424
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 District of Columbia →
Optical Society of America Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $10M |
| Employer EIN | 530259696 |
| Plan Effective Date | 1960-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optical Society of America)
Sponsor-wide plan assets over time
All Optical Society of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 38.98987291125471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $49M |
| 2023 | 1 | 125 | $59M |
| 2024 | 1 | 135 | $67M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
Optical Society of America Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Rivers School Defined Contribution Retirement Plan in MA ($59M); by covered participants it is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 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.