401(k) · DOL Form 5500 · 2024
Optimae Liefservices Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,012
- Participants Near avg headcount
- 43rd
- Percentile by assets National rank
- $5,214
- Avg per participant Low balance/head
Official DOL plan name: Optimae Lifeservices, Inc. Savings and Investment Plan · Sponsored by Optimae Liefservices Inc · Iowa · Healthcare & Social Assistance
$5M in assets, 1,012 participants
Optimae Liefservices Inc's Optimae Lifeservices, Inc. Savings and Investment Plan reported $5M in total assets and 1,012 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,824 in Healthcare & Social Assistance (16,916 peers)
Optimae Liefservices Inc multi-year trail
Optimae Liefservices Inc's plans moved +22.1% in assets from 2022 to 2024; this filing shows Optimae Lifeservices, Inc. Savings and Investment Plan at $5M / 1,012 participants.
- #7,824
- in Healthcare & Social Assistance (16,916 peers)
- +7.6%
- assets growth YoY
Optimae Lifeservices, Inc. Savings and Investment Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Optimae Lifeservices, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,276,321 43rd percentile higher than 43% 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
Optimae Lifeservices, Inc. Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimae Lifeservices, Inc. Savings and Investment Plan lands in the large band (1,012 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optimae Lifeservices, Inc. Savings and Investment Plan reported participants rose from 699 in the plan year 2023 filing to 1,012 in the plan year 2024 filing.
- Optimae Lifeservices, Inc. Savings and Investment Plan reported net income fell from $582K in the plan year 2023 filing to $374K in the plan year 2024 filing.
- Optimae Lifeservices, Inc. Savings and Investment Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 421287333 · Optimae Liefservices Inc PY 2024 · 401(k)
Optimae Lifeservices, Inc. Savings and Investment Plan · $5M · 1,012 · 43rd
- ASSETS $5M
- PCT 1,012
- EIN 43rd
- RANK 401(k)
- PHOTO near Prodehl Management Group Inc 401(k) Plan
- IND ind #7824
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 Iowa →
Optimae Lifeservices, Inc. Savings and Investment Plan in the asset neighbourhood
Optimae Liefservices Inc multi-year asset trail
Sponsor-wide plan assets over time
All Optimae Liefservices Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.11102679266758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 694 | $4M |
| 2023 | 1 | 699 | $5M |
| 2024 | 1 | 1,012 | $5M |
Optimae Liefservices Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $374K |
| Employer EIN | 421287333 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Optimae Lifeservices, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Prodehl Management Group Inc 401(k) Plan in IL ($5M); by covered participants it is Farmer Bros. Co. 401(k) Plan in TX (1,012 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 (1,012 participants); asset peers above are excluded.
- Farmer Bros. Co. 401(k) Plan (TX) 1,012 · 0 off
- Quality Hearing Instruments Ll 401(k) Profit Sharing Plan & Trust (NY) 1,012 · 0 off
- Itv US Holdings, Inc. 401(k) Plan & Trust (CA) 1,012 · 0 off
- Safford Automotive Group 401(k) Plan (VA) 1,012 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.