401(k) · DOL Form 5500 · 2024
Optimum Information Services I 401(k) Plan
Data updated 2026-08-25
- $912K
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $30,405
- Avg per participant Low balance/head
Official DOL plan name: Optimum Information Services I 401(k) Profit Sharing Plan & Trust · Sponsored by Optimum Information Services I · Virginia · Other Services
$912K in assets, 30 participants
Optimum Information Services I's Optimum Information Services I 401(k) Profit Sharing Plan & Trust reported $912K in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,535 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Optimum Information Services I 401(k) Profit Sharing Plan & Trust ranks #3,535 of 7,719 2024 filers by assets (2200% of the sector average)-$912K for 30 participants.
- #3,535
- in Other Services (7,719 peers)
- +55.7%
- assets growth YoY
Optimum Information Services I 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Optimum Information Services I 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$912,157 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Optimum Information Services I 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimum Information Services I 401(k) Profit Sharing Plan & Trust is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optimum Information Services I 401(k) Profit Sharing Plan & Trust reported net income rose from $74K in the plan year 2023 filing to $326K in the plan year 2024 filing.
- Optimum Information Services I 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $586K in the plan year 2023 filing to $912K in the plan year 2024 filing.
- Optimum Information Services I 401(k) Profit Sharing Plan & Trust reported participants rose from 29 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541769974 · Optimum Information Services I PY 2024 · 401(k)
Optimum Information Services I 401(k) Profit Sharing Plan & Trust · $912K · 30 · 22nd
- EBSA $912K
- PART 30
- TYPE 22nd
- NET 401(k)
- BOOK near Babala Investment Plan
- VS-ST ind #3535
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 Virginia →
Optimum Information Services I 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $586K |
|---|---|
| Net Assets (End of Year) | $912K |
| Net Income | $326K |
| Employer EIN | 541769974 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optimum Information Services I)
Sponsor-wide plan assets over time
All Optimum Information Services I plans reported in each filing year
- Latest sponsor-wide plan assets
- $912K 78.1309623079612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $512K |
| 2023 | 1 | 29 | $586K |
| 2024 | 1 | 30 | $912K |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Optimum Information Services I 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Babala Investment Plan in CA ($912K); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($912K here).
- Babala Investment Plan (CA) $912K · 18
- Hei Holdings, Inc. 401(k) Plan (FL) $912K · 10
- Health Done Wright Inc. 401(k) Plan (GA) $912K · 7
- Snake River Sporting Club 401(k) Plan (GA) $912K · 24
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.