ESOP · DOL Form 5500 · 2023

Optima Engineering, PA ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
74
Participants Small participant base
60th
Percentile by assets National rank
$144,851
Avg per participant Above avg balance/head
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Official DOL plan name: Optima Engineering, P.a. Employee Stock Ownership Plan · Sponsored by Optima Engineering, PA · North Carolina · Professional & Technical Services

$11M in assets, 74 participants

Optima Engineering, PA's Optima Engineering, P.a. Employee Stock Ownership Plan reported $11M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,975 in Professional & Technical Services (20,321 peers)

Optima Engineering, PA multi-year trail

Optima Engineering, PA's plans moved +87.2% in assets from 2022 to 2024; this filing shows Optima Engineering, P.a. Employee Stock Ownership Plan at $11M / 74 participants.

#11,975
in Professional & Technical Services (20,321 peers)
+90.0%
assets growth YoY

Optima Engineering, P.a. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Optima Engineering, P.a. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,719,000 Top 40% higher than 60% 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

Optima Engineering, P.a. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optima Engineering, P.a. Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Optima Engineering, P.a. Employee Stock Ownership Plan reported net income rose from $714K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Optima Engineering, P.a. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Optima Engineering, P.a. Employee Stock Ownership Plan reported participants rose from 62 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561784686 · Optima Engineering, PA PY 2023 · ESOP

Optima Engineering, P.a. Employee Stock Ownership Plan · $11M · 74 · 60th

  • BOY $11M
  • BOY 74
  • BOY 60th
  • BOY ESOP
  • BOY near Lifetime Industries Employee Stock Ownership Plan
  • BOY ind #11975

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 What is an ESOP? → · Plans in North Carolina →

Optima Engineering, P.a. Employee Stock Ownership Plan in the asset neighbourhood

Optima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$11MLifetime Industries Employee Stock Ownership PlanLifetime Industries Employee…$11MSordoni Construction Co. Employee Stock Ownership PlanSordoni Construction Co. Emp…$11MTvr Inc. Employee Stock Ownership Plan and TrustTvr Inc. Employee Stock Owne…$11MIndus Technology, Inc Employee Stock Ownership PlanIndus Technology, Inc Employ…$11M
End-of-year total assets ($M) among Optima Engineering, P.a. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Optima Engineering, PA multi-year asset trail

Sponsor-wide plan assets over time

All Optima Engineering, PA plans reported in each filing year

Latest sponsor-wide plan assets
$11M 87.24082934609251% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.64M $10.6M ▲ +87.4%
Year Plans Participants Total Assets
2022 1 62 $6M
2023 1 74 $11M
2024 1 85 $11M

Optima Engineering, PA filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$435K
Net Income$5M
Employer EIN561784686
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Optima Engineering, P.a. Employee Stock Ownership Plan, Total assets ($M): 10.719 · Participants: 74Optima Engineering, P.a. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Optima Engineering, P.a. Employee Stock Ownership Plan side-by-side with 3 peers →

Optima Engineering, P.a. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Lifetime Industries Employee Stock Ownership Plan in CA ($11M); by covered participants it is Asg Holdings Employee Stock Ownership Plan in OH (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Optima Engineering, P.a. Employee Stock Ownership Plan assets move in 2023? ▼
Optima Engineering, P.a. Employee Stock Ownership Plan surged - up 90.0% during 2023, from $6M to $11M. Reported net income was $5M.
How have Optima Engineering, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Engineering, PA's sponsor-wide assets grew 87.2%, from $6M to $11M.
Which ESOP plans are similar in size to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lifetime Industries Employee Stock Ownership Plan in CA ($11M, 48 participants).
Which ESOP plans cover a similar participant headcount to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asg Holdings Employee Stock Ownership Plan in OH (74 participants, $8M 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 561784686.

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.