401(k) · DOL Form 5500 · 2024

Optimizely North America Inc. 401(k) Plan

Data updated 2026-08-11

$75M
Total assets
523
Participants
88th
Percentile by assets
$142,698
Avg per participant
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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.

  • 88th percentile by assets (of 123,622 plans)
  • #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.

$75M
total plan assets (2024 EOY)
523
covered participants
88th
percentile by assets (of 123,622 plans)
$142,698
avg assets per participant

Where Optimizely 401(k) Profit Sharing Plan & Trust sits 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 $2,010,000,000 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

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 →

State
New Hampshire
Industry
Professional & Technical Services

Optimizely 401(k) Profit Sharing Plan & Trust vs the 2024 asset distribution

By assets, Optimizely 401(k) Profit Sharing Plan & Trust outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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.)

$40M$50M$60M$70M$80M 202220232024 $48.8M $74.6M ▲ +52.8%
Total plan assets by year, all Optimizely North America Inc. plans on file
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 ($M) Participants Optimizely 401(k) Pr…, Total assets ($M): 74.630811 · Participants: 523Optimizely 401(k) Pr…C&s and Affiliates 4…, Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 4…Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International…, Total assets ($M): 481.365142 · Participants: 1909Albany International…Connection Employee …, Total assets ($M): 438.844096 · Participants: 2733Connection Employee …Coca Cola Beverages …, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages …
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 & … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Optimizely 401(k) Profit Sharing Plan & Trust by total assets, not by location.

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).

Next read for Optimizely 401(k) Profit Sharing Plan & …

Scale reading

Ways to act on Optimizely 401(k) Profit Sharing Plan & Trust's numbers.

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.