401(k) · DOL Form 5500 · 2024

Prescott Healthcare Solutions, L 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
323
Participants Below avg headcount
39th
Percentile by assets National rank
$12,815
Avg per participant Low balance/head
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Official DOL plan name: Optima Medical 401(k) Plan · Sponsored by Prescott Healthcare Solutions, L · Arizona · Healthcare & Social Assistance

$4M in assets, 323 participants

Prescott Healthcare Solutions, L's Optima Medical 401(k) Plan reported $4M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,884 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Optima Medical 401(k) Plan holds $4M for 323 participants - about $12,815 per participant, in the lower half of filed plans by assets.

#6,884
in Healthcare & Social Assistance (16,916 peers)
-3.4%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optima Medical 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Optima Medical 401(k) Plan vs every filed plan by assets

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

$4,139,381 39th percentile higher than 39% 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

Optima Medical 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. Optima Medical 401(k) Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optima Medical 401(k) Plan reported net income fell from $975K in the plan year 2023 filing to -$148K in the plan year 2024 filing.
  • Optima Medical 401(k) Plan reported participants rose from 247 in the plan year 2023 filing to 323 in the plan year 2024 filing.
  • Optima Medical 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811039174 · Prescott Healthcare Solutions, L PY 2024 · 401(k)

Optima Medical 401(k) Plan · $4M · 323 · 39th

  • BOOK $4M
  • VS-ST 323
  • BOY 39th
  • SCH 401(k)
  • EBSA near Honk Technologies 401(k) Plan
  • PART ind #6884

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 Arizona →

Optima Medical 401(k) Plan in the asset neighbourhood

Optima Medical 401(k) Plan$4MHonk Technologies 401(k) Plan$4MDominion Care Day Treatment 401(k) PlanDominion Care Day Treatment …$4MSchrock's Woodcrafts, Inc. 401(k) Retirement PlanSchrock's Woodcrafts, Inc. 4…$4MMillennium Management Inc. 401(k) Ps Plan & TrustMillennium Management Inc. 4…$4M
End-of-year total assets ($M) among Optima Medical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$148K
Employer EIN811039174
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prescott Healthcare Solutions, L)

Sponsor-wide plan assets over time

All Prescott Healthcare Solutions, L plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.4426670417570278% vs 2023
2024 filing year
$4.1M$4.15M$4.2M$4.25M$4.3M$4.35M 20232024 $4.29M $4.14M ▼ -3.5%
Year Plans Participants Total Assets
2023 1 247 $4M
2024 1 323 $4M

Nearby 401(k) Plans in Arizona

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

Optima Medical 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Optima Medical 401(k) Plan, Total assets ($B): 0.004139381 · Participants: 323Optima Medical 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Optima Medical 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Optima Medical 401(k) Plan side-by-side with 3 peers →

Optima Medical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Honk Technologies 401(k) Plan in CA ($4M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Optima Medical 401(k) Plan assets move in 2024? ▼
Optima Medical 401(k) Plan edged down modestly - down 3.4% during 2024, from $4M to $4M. Reported net income was -$148K.
How have Prescott Healthcare Solutions, L plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Prescott Healthcare Solutions, L's sponsor-wide assets declined 3.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Optima Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honk Technologies 401(k) Plan in CA ($4M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Optima Medical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants, $48M 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 811039174.

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.