401(k) · DOL Form 5500 · 2024
Optconnect Management, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $64,242
- Avg per participant Low balance/head
Official DOL plan name: Optconnect Management, LLC Retirement Plan · Sponsored by Optconnect Management, LLC · Utah · Real Estate
$6M in assets, 101 participants
Optconnect Management, LLC's Optconnect Management, LLC Retirement Plan reported $6M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #3,059 in Real Estate (4,605 peers)
Coverage in Utah
Optconnect Management, LLC Retirement Plan covers 101 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $6M.
- #3,059
- in Real Estate (4,605 peers)
- +19.4%
- assets growth YoY
Optconnect Management, LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers
Optconnect Management, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,488,405 47th percentile higher than 47% 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
Optconnect Management, LLC Retirement Plan 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. Optconnect Management, LLC Retirement Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optconnect Management, LLC Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Optconnect Management, LLC Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Optconnect Management, LLC Retirement Plan reported participants fell from 106 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 352432402 · Optconnect Management, LLC PY 2024 · 401(k)
Optconnect Management, LLC Retirement Plan · $6M · 101 · 47th
- EOY $6M
- EOY 101
- EOY 47th
- EOY 401(k)
- EOY near Muro & Lampe Inc 401(k) Profit Sharing Plan & Trust
- EOY ind #3059
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 Real Estate retirement plans → · Plans in Utah →
Optconnect Management, LLC Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 352432402 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optconnect Management, LLC)
Sponsor-wide plan assets over time
All Optconnect Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 19.399583452486237% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 106 | $5M |
| 2024 | 1 | 101 | $6M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Optconnect Management, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Muro & Lampe Inc 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Phh 401(k) Plan (TX) 101 · 0 off
- Mnl 401(k) Plan (MN) 101 · 0 off
- Sunshine Acres Retirement Plan (AZ) 101 · 0 off
- Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.