401(k) · DOL Form 5500 · 2024

Options in Community Living, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
243
Participants Below avg headcount
36th
Percentile by assets National rank
$14,273
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Options in Community Living 401(k) Plan · Sponsored by Options in Community Living, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 243 participants

Options in Community Living, Inc.'s Options in Community Living 401(k) Plan reported $3M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,264 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Options in Community Living 401(k) Plan covers 243 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#6,264
in Healthcare & Social Assistance (16,916 peers)
+31.4%
assets growth YoY

Options in Community Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Options in Community Living 401(k) Plan vs every filed plan by assets

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

$3,468,366 36th percentile higher than 36% 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

Options in Community Living 401(k) 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. Options in Community Living 401(k) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Options in Community Living 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Options in Community Living 401(k) Plan reported participants rose from 223 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391373054 · Options in Community Living, Inc. PY 2024 · 401(k)

Options in Community Living 401(k) Plan · $3M · 243 · 36th

  • EIN $3M
  • EIN 243
  • EIN 36th
  • EIN 401(k)
  • EIN near Winco Development 401(k) Plan
  • EIN ind #6264

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Options in Community Living 401(k) Plan in the asset neighbourhood

Options in Community Living 401(k) PlanOptions in Community Living …$3MWinco Development 401(k) Plan$3MCumberland Plastic Systems, LLC 401(k) PlanCumberland Plastic Systems, …$3MCertified Concrete, Inc. Retirement Savings PlanCertified Concrete, Inc. Ret…$3MEndico Potatoes, Inc. 401(k)$3M
End-of-year total assets ($M) among Options in Community Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$830K
Employer EIN391373054
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Options in Community Living, Inc.)

Sponsor-wide plan assets over time

All Options in Community Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 89.40637633609421% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $1.83M $3.47M ▲ +89.6%
Year Plans Participants Total Assets
2022 1 213 $2M
2023 1 223 $3M
2024 1 243 $3M

Nearby 401(k) Plans in Wisconsin

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

Options in Community Living 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Options in Community Living 401(k) Plan, Total assets ($B): 0.003468366 · Participants: 243Options in Community Living 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Options in Community Living 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Options in Community Living 401(k) Plan side-by-side with 3 peers →

Options in Community Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Winco Development 401(k) Plan in TX ($3M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Options in Community Living 401(k) Plan assets move in 2024? ▼
Options in Community Living 401(k) Plan surged - up 31.4% during 2024, from $3M to $3M. Reported net income was $830K.
How have Options in Community Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Options in Community Living, Inc.'s sponsor-wide assets grew 89.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Options in Community Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winco Development 401(k) Plan in TX ($3M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Options in Community Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M 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 391373054.

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.