401(k) · DOL Form 5500 · 2024

Optumsoft, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 29th
Percentile by assets National rank: $328,295
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Optumsoft 401(k) Plan · Sponsored by Optumsoft, Inc. · California · Professional & Technical Services

$2M in assets, 6 participants

Optumsoft, Inc.'s Optumsoft 401(k) Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#5,044 in Professional & Technical Services (20,173 peers)

Optumsoft, Inc. multi-year trail

Optumsoft, Inc.'s plans moved +56.4% in assets from 2022 to 2024; this filing shows Optumsoft 401(k) Plan at $2M / 6 participants.

#5,044
in Professional & Technical Services (20,173 peers): +21.4%
assets growth YoY

Optumsoft 401(k) Plan among the smaller filed plans by assets

Optumsoft 401(k) Plan vs every filed plan by assets

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

$1,969,772 29th percentile higher than 29% 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

Optumsoft 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optumsoft 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Optumsoft 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201820878 · Optumsoft, Inc. PY 2024 · 401(k)

Optumsoft 401(k) Plan · $2M · 6 · 29th

EIN $2M
EIN 6
EIN 29th
EIN 401(k)
EIN near Psychotherapeutic Services, Inc. 401(k) Plan
EIN ind #5044

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Optumsoft 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Optumsoft, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 56.43974982626824% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$1M
2023	1	6	$2M
2024	1	6	$2M

Optumsoft, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$347K
Employer EIN	201820878
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Optumsoft 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Optumsoft 401(k) Plan side-by-side with 3 peers →

Optumsoft 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Psychotherapeutic Services, Inc. 401(k) Plan in MD ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Psychotherapeutic Services, Inc. 401(k) Plan (MD) $2M · 116
Harlows School Bus Service 401(k) Profit Sharing Plan & Trust (ND) $2M · 719
Tent Group 401(k) (GA) $2M · 149
Lotus International Company 401(k) Profit Sharing Plan & Trust (MI) $2M · 25

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

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 Optumsoft 401(k) Plan assets move in 2024? ▼

Optumsoft 401(k) Plan grew sharply - up 21.4% during 2024, from $2M to $2M. Reported net income was $347K.

How have Optumsoft, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Optumsoft, Inc.'s sponsor-wide assets grew 56.4%, from $1M to $2M.

Which 401(k) plans are similar in size to Optumsoft 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Psychotherapeutic Services, Inc. 401(k) Plan in MD ($2M, 116 participants).

Which 401(k) plans cover a similar participant headcount to Optumsoft 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A 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 201820878.