401(k) · DOL Form 5500 · 2024
Optum Venture Management, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $206,823
- Avg per participant Above avg balance/head
Official DOL plan name: Optum Ventures Retirement Plan · Sponsored by Optum Venture Management, LLC · Massachusetts · Finance & Insurance
$5M in assets, 22 participants
Optum Venture Management, LLC's Optum Ventures Retirement Plan reported $5M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,304 in Finance & Insurance (8,549 peers)
Optum Venture Management, LLC multi-year trail
Optum Venture Management, LLC's plans moved +112.5% in assets from 2022 to 2024; this filing shows Optum Ventures Retirement Plan at $5M / 22 participants.
- #2,304
- in Finance & Insurance (8,549 peers)
- +41.3%
- assets growth YoY
Optum Ventures Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Optum Ventures Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,550,103 40th percentile higher than 40% 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
Optum Ventures Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optum Ventures Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optum Ventures Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Optum Ventures Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Optum Ventures Retirement Plan reported participants fell from 26 in the plan year 2023 filing to 22 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 821446334 · Optum Venture Management, LLC PY 2024 · 401(k)
Optum Ventures Retirement Plan · $5M · 22 · 40th
- EBSA $5M
- PART 22
- TYPE 40th
- NET 401(k)
- BOOK near Specialty Bakers, LLC 401(k) Retirement Plan
- VS-ST ind #2304
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Optum Ventures Retirement Plan in the asset neighbourhood
Optum Venture Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Optum Venture Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 112.45068220805501% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $2M |
| 2023 | 1 | 26 | $3M |
| 2024 | 1 | 22 | $5M |
Optum Venture Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 821446334 |
| Plan Effective Date | 2018-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Optum Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Specialty Bakers, LLC 401(k) Retirement Plan in PA ($5M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.