401(k) · DOL Form 5500 · 2024

Optimity Advisors 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
60
Participants Small participant base
46th
Percentile by assets National rank
$101,485
Avg per participant Below avg balance/head
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Official DOL plan name: Optimity Advisors 401(k) Plan · Sponsored by Optimity Advisors · District of Columbia · Finance & Insurance

$6M in assets, 60 participants

Optimity Advisors's Optimity Advisors 401(k) Plan reported $6M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,664 in Finance & Insurance (8,549 peers)

2024 asset change

Optimity Advisors 401(k) Plan declined sharply 16.6% in 2024 ($7M → $6M) for 60 participants.

#2,664
in Finance & Insurance (8,549 peers)
-16.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Optimity Advisors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Optimity Advisors 401(k) Plan vs every filed plan by assets

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

$6,089,093 46th percentile higher than 46% 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

Optimity Advisors 401(k) 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. Optimity Advisors 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 270907950 · Optimity Advisors PY 2024 · 401(k)

Optimity Advisors 401(k) Plan · $6M · 60 · 46th

  • TYPE $6M
  • TYPE 60
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near First Community Bank 401(k) Profit Sharing Plan
  • TYPE ind #2664

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 District of Columbia →

Optimity Advisors 401(k) Plan in the asset neighbourhood

Optimity Advisors 401(k) Plan$6MFirst Community Bank 401(k) Profit Sharing PlanFirst Community Bank 401(k) …$6MCommentsold, LLC 401(k) Plan$6MLubricar, Inc. 401(k) Plan$6MShortform Inc. Retirement PlanShortform Inc. Retirement Pl…$6M
End-of-year total assets ($M) among Optimity Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN270907950
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Optimity Advisors 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Optimity Advisors 401(k) Plan, Total assets ($B): 0.006089093 · Participants: 60Optimity Advisors 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Optimity Advisors 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Optimity Advisors 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is First Community Bank 401(k) Profit Sharing Plan in TX ($6M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Optimity Advisors 401(k) Plan assets move in 2024? ▼
Optimity Advisors 401(k) Plan declined sharply - down 16.6% during 2024, from $7M to $6M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Optimity Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Community Bank 401(k) Profit Sharing Plan in TX ($6M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Optimity Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 270907950.

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.