401(k) · DOL Form 5500 · 2023

Options for Learning 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
901
Participants Near avg headcount
64th
Percentile by assets National rank
$14,281
Avg per participant Low balance/head
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Official DOL plan name: Options for Learning 403(b) Plan · Sponsored by Options for Learning · California · Other Services

$13M in assets, 901 participants

Options for Learning's Options for Learning 403(b) Plan reported $13M in total assets and 901 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,276 in Other Services (7,857 peers)

Options for Learning multi-year trail

Options for Learning's plans moved +143.6% in assets from 2022 to 2024; this filing shows Options for Learning 403(b) Plan at $13M / 901 participants.

#6,276
in Other Services (7,857 peers)
+65.8%
assets growth YoY

Options for Learning 403(b) Plan's mid-pack asset rank among Other Services and all filers

Options for Learning 403(b) Plan vs every filed plan by assets

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

$12,867,354 Top 36% higher than 64% 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

Options for Learning 403(b) 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. Options for Learning 403(b) Plan sits mid-pack in the medium band (901 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Options for Learning 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Options for Learning 403(b) Plan reported participants rose from N/A in the plan year 2022 filing to 901 in the plan year 2023 filing.
  • Options for Learning 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953602641 · Options for Learning PY 2023 · 401(k)

Options for Learning 403(b) Plan · $13M · 901 · 64th

  • EBSA $13M
  • EBSA 901
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Kaysun Corporation 401(k) Profit Sharing Plan
  • EBSA ind #6276

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 California →

Options for Learning 403(b) Plan in the asset neighbourhood

Options for Learning 403(b) PlanOptions for Learning 403(b) …$13MKaysun Corporation 401(k) Profit Sharing PlanKaysun Corporation 401(k) Pr…$13MGilleland Chevrolet Cadillac I 401(k) Profit Sharing Plan & TrustGilleland Chevrolet Cadillac…$13MMidway/Parkway 401(k) Plan$13MAmerican Metalcraft, Inc. 401(k) PlanAmerican Metalcraft, Inc. 40…$13M
End-of-year total assets ($M) among Options for Learning 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Options for Learning multi-year asset trail

Sponsor-wide plan assets over time

All Options for Learning plans reported in each filing year

Latest sponsor-wide plan assets
$19M 143.62611853195062% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.76M $18.9M ▲ +143.7%
Year Plans Participants Total Assets
2022 1 N/A $8M
2023 1 901 $13M
2024 1 984 $19M

Options for Learning filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN953602641
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Options for Learning 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Options for Learning 403(b) Plan, Total assets ($B): 0.012867354 · Participants: 901Options for Learning 403(b) 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
Options for Learning 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Options for Learning 403(b) Plan side-by-side with 3 peers →

Options for Learning 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kaysun Corporation 401(k) Profit Sharing Plan in WI ($13M); by covered participants it is Corbion America Holdings, Inc. Retirement Savings Plan in KS (901 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (901 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 Options for Learning 403(b) Plan assets move in 2023? ▼
Options for Learning 403(b) Plan surged - up 65.8% during 2023, from $8M to $13M. Reported net income was $5M.
How have Options for Learning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Options for Learning's sponsor-wide assets grew 143.6%, from $8M to $19M.
Which 401(k) plans are similar in size to Options for Learning 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaysun Corporation 401(k) Profit Sharing Plan in WI ($13M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Options for Learning 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Corbion America Holdings, Inc. Retirement Savings Plan in KS (901 participants, $155M 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 953602641.

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.