401(k) · DOL Form 5500 · 2024
Optos Inc. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 242
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $172,416
- Avg per participant Above avg balance/head
Official DOL plan name: The Optos Inc. 401(k) Plan · Sponsored by Optos Inc. · Massachusetts · Manufacturing
$42M in assets, 242 participants
Optos Inc.'s The Optos Inc. 401(k) Plan reported $42M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #13,277 in Manufacturing (17,777 peers)
Coverage in Massachusetts
The Optos Inc. 401(k) Plan covers 242 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $42M.
- #13,277
- in Manufacturing (17,777 peers)
- +15.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Optos Inc. 401(k) Plan's outsized position by total assets
The Optos Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,724,567 Top 18% higher than 82% 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
The Optos Inc. 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. The Optos Inc. 401(k) Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Optos Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Optos Inc. 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $42M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 980192728 · Optos Inc. PY 2024 · 401(k)
The Optos Inc. 401(k) Plan · $42M · 242 · 82nd
- EIN $42M
- EIN 242
- EIN 82nd
- EIN 401(k)
- EIN near Westerra Credit Union Capital Accumulation Plan
- EIN ind #13277
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 Manufacturing retirement plans → · Plans in Massachusetts →
The Optos Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $5M |
| Employer EIN | 980192728 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optos Inc.)
Sponsor-wide plan assets over time
All Optos Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 44.88618009013003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 230 | $29M |
| 2023 | 1 | 242 | $36M |
| 2024 | 1 | 242 | $42M |
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
The Optos Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Westerra Credit Union Capital Accumulation Plan in CO ($42M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Westerra Credit Union Capital Accumulation Plan (CO) $42M · 292
- Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc. (OK) $42M · 186
- Niles Bolton Associates, Inc. Incentive Savings Plan (GA) $42M · 142
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan (LA) $42M · 91
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Venus Construction Company 401 (K) Plan (TX) 242 · 0 off
- Allone Health Resources, Inc. 401(k) Retirement Savings Plan (PA) 242 · 0 off
- Dalton Motors 401(k) Plan (CA) 242 · 0 off
- Buck Institute for Research on Aging 401(k) Plan (CA) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.