401(k) · DOL Form 5500 · 2024

Optum Medical Services, P.C. 401(k) Plan

Data updated 2026-08-25

$613M
Total assets Above avg plan size
3,588
Participants Above avg headcount
98th
Percentile by assets National rank
$170,848
Avg per participant Above avg balance/head
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Official DOL plan name: Optum Partner Services 401(k) Savings Plan · Sponsored by Optum Medical Services, P.C. · Minnesota · Healthcare & Social Assistance

$613M in assets, 3,588 participants

Optum Medical Services, P.C.'s Optum Partner Services 401(k) Savings Plan reported $613M in total assets and 3,588 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,519 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Optum Partner Services 401(k) Savings Plan covers 3,588 participants in Minnesota, 3.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $613M.

#16,519
in Healthcare & Social Assistance (16,916 peers)
+13.1%
assets growth YoY
6.2×
vs typical plan assets (national mean)

Optum Partner Services 401(k) Savings Plan's outsized position by total assets

Optum Partner Services 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$613,003,180 Top 2% higher than 98% of 123,620 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 2024

Optum Partner Services 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optum Partner Services 401(k) Savings Plan lands in the large band (3,588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optum Partner Services 401(k) Savings Plan reported net income fell from $119M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Optum Partner Services 401(k) Savings Plan end-of-year assets rose from $542M in the plan year 2023 filing to $613M in the plan year 2024 filing.
  • Optum Partner Services 401(k) Savings Plan reported participants rose from 3,445 in the plan year 2023 filing to 3,588 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453866363 · Optum Medical Services, P.C. PY 2024 · 401(k)

Optum Partner Services 401(k) Savings Plan · $613M · 3,588 · 98th

  • VS-ST $613M
  • VS-ST 3,588
  • VS-ST 98th
  • VS-ST 401(k)
  • VS-ST near Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #16519

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Optum Partner Services 401(k) Savings Plan in the asset neighbourhood

Informatica LLC 401(k) Retirement PlanInformatica LLC 401(k) Retir…$613M401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC401(k) Savings and Retiremen…$613MOptum Partner Services 401(k) Savings PlanOptum Partner Services 401(k…$613MPatterson-Uti Energy, Inc. 401(k) Profit Sharing PlanPatterson-Uti Energy, Inc. 4…$613MTarga Resources 401(k) and Profit Sharing PlanTarga Resources 401(k) and P…$613M
End-of-year total assets ($M) among Optum Partner Services 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$542M
Net Assets (End of Year)$613M
Net Income$75M
Employer EIN453866363
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optum Medical Services, P.C.)

Sponsor-wide plan assets over time

All Optum Medical Services, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$613M 44.78644615428976% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $423M $613M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 2,250 $423M
2023 1 3,445 $542M
2024 1 3,588 $613M

Nearby 401(k) Plans in Minnesota

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

Optum Partner Services 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Optum Partner Services 401(k) Savings Plan, Total assets ($B): 0.61300318 · Participants: 3588Optum Partner Services 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Optum Partner Services 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Optum Partner Services 401(k) Savings Plan side-by-side with 3 peers →

Optum Partner Services 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan in TX ($613M); by covered participants it is Covenant Group Holdings, L.P. 401(k) Plan in TX (3,588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,588 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.

Frequently Asked Questions

How did Optum Partner Services 401(k) Savings Plan assets move in 2024? ▼
Optum Partner Services 401(k) Savings Plan grew at a solid clip - up 13.1% during 2024, from $542M to $613M. Reported net income was $75M.
How have Optum Medical Services, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optum Medical Services, P.C.'s sponsor-wide assets grew 44.8%, from $423M to $613M.
Where does Optum Partner Services 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Optum Partner Services 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Optum Partner Services 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan in TX ($613M, 5,714 participants).
Which 401(k) plans cover a similar participant headcount to Optum Partner Services 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Covenant Group Holdings, L.P. 401(k) Plan in TX (3,588 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453866363.

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.