Money Purchase · DOL Form 5500 · 2023

Opto 22 Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
120
Participants Small participant base
74th
Percentile by assets National rank
$180,851
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Opto 22 Money Purchase Pension Plan and Trust · Sponsored by Opto 22 · California · Manufacturing

$22M in assets, 120 participants

Opto 22's Opto 22 Money Purchase Pension Plan and Trust reported $22M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,053 in Manufacturing (18,722 peers)

Coverage in California

Opto 22 Money Purchase Pension Plan and Trust covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $22M.

#12,053
in Manufacturing (18,722 peers)
+5.8%
assets growth YoY

Opto 22 Money Purchase Pension Plan and Trust's outsized position by total assets

Opto 22 Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$21,702,131 Top 26% higher than 74% 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

Opto 22 Money Purchase Pension Plan and 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. Opto 22 Money Purchase Pension Plan and Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opto 22 Money Purchase Pension Plan and Trust reported net income rose from $36K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Opto 22 Money Purchase Pension Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952896389 · Opto 22 PY 2023 · Money Purchase

Opto 22 Money Purchase Pension Plan and Trust · $22M · 120 · 74th

  • 5500 $22M
  • ASSETS 120
  • PCT 74th
  • EIN Money Purchase
  • RANK near Community Memorial Hospital Association Money Purchase Plan
  • PHOTO ind #12053

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 Manufacturing retirement plans → · Plans in California →

Opto 22 Money Purchase Pension Plan and Trust in the asset neighbourhood

Plumbers and Steamfitters Local No. 177 Pension PlanPlumbers and Steamfitters Lo…$22MMississippi Action for Progress, Inc Retirement PlanMississippi Action for Progr…$22MSouthwestern PA Human Services, Inc. Pension PlanSouthwestern PA Human Servic…$22MCommunity Memorial Hospital Association Money Purchase PlanCommunity Memorial Hospital …$22MOpto 22 Money Purchase Pension Plan and TrustOpto 22 Money Purchase Pensi…$22M
End-of-year total assets ($M) among Opto 22 Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN952896389
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opto 22)

Sponsor-wide plan assets over time

All Opto 22 plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.314377150752156% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $20.5M $22.4M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 120 $21M
2023 1 120 $22M
2024 1 114 $22M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Opto 22 Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Opto 22 Money Purchase Pension Plan and Trust, Total assets ($B): 0.021702131 · Participants: 120Opto 22 Money Purchase Pension Plan and TrustThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Opto 22 Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in California, assets vs. participants
Compare Opto 22 Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Opto 22 Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Community Memorial Hospital Association Money Purchase Plan in MN ($22M); by covered participants it is Quality Insights Inc. Money Purchase Pension in WV (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Opto 22 Money Purchase Pension Plan and Trust assets move in 2023? ▼
Opto 22 Money Purchase Pension Plan and Trust grew at a solid clip - up 5.8% during 2023, from $21M to $22M. Reported net income was $1M.
How have Opto 22 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opto 22's sponsor-wide assets grew 9.3%, from $21M to $22M.
Which Money Purchase plans are similar in size to Opto 22 Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Community Memorial Hospital Association Money Purchase Plan in MN ($22M, 369 participants).
Which Money Purchase plans cover a similar participant headcount to Opto 22 Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Quality Insights Inc. Money Purchase Pension in WV (120 participants, $28M 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 952896389.

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.