401(k) · DOL Form 5500 · 2024

Optimizely North America Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
523
Participants Below avg headcount
88th
Percentile by assets National rank
$142,698
Avg per participant Near avg balance/head
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Official DOL plan name: Optimizely 401(k) Profit Sharing Plan & Trust · Sponsored by Optimizely North America Inc. · New Hampshire · Professional & Technical Services

$75M in assets, 523 participants

Optimizely North America Inc.'s Optimizely 401(k) Profit Sharing Plan & Trust reported $75M in total assets and 523 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,998 in Professional & Technical Services (20,173 peers)

Where Optimizely 401(k) Profit Sharing Plan & Trust sits by assets

Optimizely 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $75M for 523 participants (~$142,698/participant), up 19.2% in 2024.

#17,998
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Optimizely 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Optimizely 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$74,630,811 Top 12% higher than 88% 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

Optimizely 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimizely 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optimizely 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $63M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Optimizely 401(k) Profit Sharing Plan & Trust reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Optimizely 401(k) Profit Sharing Plan & Trust reported participants fell from 564 in the plan year 2023 filing to 523 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020497493 · Optimizely North America Inc. PY 2024 · 401(k)

Optimizely 401(k) Profit Sharing Plan & Trust · $75M · 523 · 88th

  • TYPE $75M
  • TYPE 523
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Warby Parker Retirement Savings Plan
  • TYPE ind #17998

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 New Hampshire →

Optimizely 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Reinauer Transportation Companies, LLC Retirement and Investment Plan #3Reinauer Transportation Comp…$75MOptimizely 401(k) Profit Sharing Plan & TrustOptimizely 401(k) Profit Sha…$75MWarby Parker Retirement Savings PlanWarby Parker Retirement Savi…$75MOpen Systems International 401(k) PlanOpen Systems International 4…$75MRapid City Medical Center 401(k) PlanRapid City Medical Center 40…$75M
End-of-year total assets ($M) among Optimizely 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$75M
Net Income$12M
Employer EIN020497493
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimizely North America Inc.)

Sponsor-wide plan assets over time

All Optimizely North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 52.840598592890565% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.8M $74.6M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 335 $49M
2023 1 564 $63M
2024 1 523 $75M

Nearby 401(k) Plans in New Hampshire

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

Optimizely 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Optimizely 401(k) Profit Sharing Plan & Trust, Total assets ($M): 74.630811 · Participants: 523Optimizely 401(k) Profit Sharing Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Optimizely 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Optimizely 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Optimizely 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Warby Parker Retirement Savings Plan in NY ($75M); by covered participants it is Telamon Corporation 401(k) Plan in IN (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Optimizely 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Optimizely 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2024, from $63M to $75M. Reported net income was $12M.
How have Optimizely North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimizely North America Inc.'s sponsor-wide assets grew 52.8%, from $49M to $75M.
Where does Optimizely 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Optimizely 401(k) Profit Sharing Plan & Trust ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Optimizely 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Warby Parker Retirement Savings Plan in NY ($75M, 2,707 participants).
Which 401(k) plans cover a similar participant headcount to Optimizely 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Telamon Corporation 401(k) Plan in IN (523 participants, $47M 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 020497493.

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.