401(k) · DOL Form 5500 · 2024

Optimum Employer Solutions 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
877
Participants Near avg headcount
92nd
Percentile by assets National rank
$134,818
Avg per participant Near avg balance/head
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Official DOL plan name: Optimum Employer Solutions Retirement Plan · Sponsored by Optimum Employer Solutions · California · Healthcare & Social Assistance

$118M in assets, 877 participants

Optimum Employer Solutions's Optimum Employer Solutions Retirement Plan reported $118M in total assets and 877 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,667 in Healthcare & Social Assistance (16,916 peers)

Where Optimum Employer Solutions Retirement Plan sits by assets

Optimum Employer Solutions Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 877 participants (~$134,818/participant), up 28.9% in 2024.

#15,667
in Healthcare & Social Assistance (16,916 peers)
+28.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Optimum Employer Solutions Retirement Plan's outsized position by total assets

Optimum Employer Solutions Retirement Plan vs every filed plan by assets

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

$118,235,696 Top 8% higher than 92% 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

Optimum Employer Solutions Retirement 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. Optimum Employer Solutions Retirement Plan sits mid-pack in the medium band (877 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optimum Employer Solutions Retirement Plan reported participants fell from 1,717 in the plan year 2023 filing to 877 in the plan year 2024 filing.
  • Optimum Employer Solutions Retirement Plan end-of-year assets rose from $92M in the plan year 2023 filing to $118M in the plan year 2024 filing.
  • Optimum Employer Solutions Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760828248 · Optimum Employer Solutions PY 2024 · 401(k)

Optimum Employer Solutions Retirement Plan · $118M · 877 · 92nd

  • EIN $118M
  • EIN 877
  • EIN 92nd
  • EIN 401(k)
  • EIN near Deer Park Refining, LP Retirement Benefits Plan
  • EIN ind #15667

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 California →

Optimum Employer Solutions Retirement Plan in the asset neighbourhood

Grande Ronde Hospital Employees' Savings PlanGrande Ronde Hospital Employ…$118MOptimum Employer Solutions Retirement PlanOptimum Employer Solutions R…$118MDeer Park Refining, LP Retirement Benefits PlanDeer Park Refining, LP Retir…$118MSavings Plan of Asarco LLC and Participating SubsidiariesSavings Plan of Asarco LLC a…$118MBeall's Employees' Savings TrustBeall's Employees' Savings T…$118M
End-of-year total assets ($M) among Optimum Employer Solutions Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$118M
Net Income$18M
Employer EIN760828248
Plan Effective Date2006-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Optimum Employer Solutions)

Sponsor-wide plan assets over time

All Optimum Employer Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$118M 92.5853787031095% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $61.4M $118M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 1,556 $61M
2023 1 1,717 $92M
2024 1 877 $118M

Nearby 401(k) Plans in California

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

Optimum Employer Solutions Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Optimum Employer Solutions Retirement Plan, Total assets ($B): 0.118235696 · Participants: 877Optimum Employer Solutions Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Optimum Employer Solutions Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Optimum Employer Solutions Retirement Plan side-by-side with 3 peers →

Optimum Employer Solutions Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Deer Park Refining, LP Retirement Benefits Plan in TX ($118M); by covered participants it is New Vista Behavioral Healthcare, Inc. 401(k) Plan in KY (877 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (877 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 Optimum Employer Solutions Retirement Plan assets move in 2024? ▼
Optimum Employer Solutions Retirement Plan grew sharply - up 28.9% during 2024, from $92M to $118M. Reported net income was $18M.
How have Optimum Employer Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optimum Employer Solutions's sponsor-wide assets grew 92.6%, from $61M to $118M.
Where does Optimum Employer Solutions Retirement Plan rank by assets among Form 5500 filers? ▼
Optimum Employer Solutions Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Optimum Employer Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Deer Park Refining, LP Retirement Benefits Plan in TX ($118M, 1,034 participants).
Which 401(k) plans cover a similar participant headcount to Optimum Employer Solutions Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Vista Behavioral Healthcare, Inc. 401(k) Plan in KY (877 participants, $10M 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 760828248.

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.