401(k) · DOL Form 5500 · 2024
Optalis Professional Services, LLC 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 3,351
- Participants Above avg headcount
- 78th
- Percentile by assets National rank
- $9,567
- Avg per participant Low balance/head
Official DOL plan name: Optalis Professional Services, LLC 401(k) Plan · Sponsored by Optalis Professional Services, LLC · Michigan · Healthcare & Social Assistance
$32M in assets, 3,351 participants
Optalis Professional Services, LLC's Optalis Professional Services, LLC 401(k) Plan reported $32M in total assets and 3,351 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,797 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Optalis Professional Services, LLC 401(k) Plan covers 3,351 participants in Michigan, 5.3x the typical Michigan plan (state average ~638 per filing). Assets: $32M.
- #13,797
- in Healthcare & Social Assistance (16,916 peers)
- +25.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Optalis Professional Services, LLC 401(k) Plan's outsized position by total assets
Optalis Professional Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,058,609 Top 22% higher than 78% 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
Optalis Professional Services, LLC 401(k) 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. Optalis Professional Services, LLC 401(k) Plan lands in the large band (3,351 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optalis Professional Services, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Optalis Professional Services, LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Optalis Professional Services, LLC 401(k) Plan reported participants rose from 2,759 in the plan year 2023 filing to 3,351 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 842318500 · Optalis Professional Services, LLC PY 2024 · 401(k)
Optalis Professional Services, LLC 401(k) Plan · $32M · 3,351 · 78th
- SCH $32M
- EBSA 3,351
- PART 78th
- TYPE 401(k)
- NET near Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust
- BOOK ind #13797
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 Michigan →
Optalis Professional Services, LLC 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $7M |
| Employer EIN | 842318500 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optalis Professional Services, LLC)
Sponsor-wide plan assets over time
All Optalis Professional Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 63.80484059707666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 876 | $20M |
| 2023 | 1 | 2,759 | $26M |
| 2024 | 1 | 3,351 | $32M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Optalis Professional Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust in OH ($32M); by covered participants it is Reser's Fine Foods Inc. 401(k) Plan in OR (3,350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Trustaff Management Inc. 401(k) Profit Sharing Plan and Trust (OH) $32M · 2,711
- Edupoint Educational Systems, LLC 401(k) Retirement Savings Plan (CA) $32M · 246
- Riverhills Healthcare, Inc. Profit Sharing/Savings Retirement Plan (OH) $32M · 160
- Mill Creek Lumber & Supply Co. Employee Savings 401(k) Plan (OK) $32M · 524
Similar participant headcount
Nearest other-state filings by covered participants (3,351 participants); asset peers above are excluded.
- Reser's Fine Foods Inc. 401(k) Plan (OR) 3,350 · 1 off
- 59 Wall Street Capital Accumulation Plan (NY) 3,354 · 3 off
- Pmhg 401(k) Plan (MD) 3,354 · 3 off
- Sidley Austin LLP Savings and Investment Plan (IL) 3,344 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.