Other · DOL Form 5500 · 2024
Optical Society of America Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 135
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $499,507
- Avg per participant High balance/head
Official DOL plan name: Optical Society of America Defined Contribution Retirement Plan · Sponsored by Optical Society of America · District of Columbia · Other Services
$67M in assets, 135 participants
Optical Society of America's Optical Society of America Defined Contribution Retirement Plan reported $67M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,310 in Other Services (7,719 peers)
Coverage in District of Columbia
Optical Society of America Defined Contribution Retirement Plan covers 135 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $67M.
- #7,310
- in Other Services (7,719 peers)
- +15.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Optical Society of America Defined Contribution Retirement Plan's outsized position by total assets
Optical Society of America Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,433,447 Top 13% higher than 87% 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
Optical Society of America Defined Contribution 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. Optical Society of America Defined Contribution Retirement Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Optical Society of America Defined Contribution Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Optical Society of America Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Optical Society of America Defined Contribution Retirement Plan reported participants rose from 125 in the plan year 2023 filing to 135 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530259696 · Optical Society of America PY 2024 · Other
Optical Society of America Defined Contribution Retirement Plan · $67M · 135 · 87th
- PHOTO $67M
- PHOTO 135
- PHOTO 87th
- PHOTO Other
- PHOTO near Brenau University 403(b) Defined Contribution Plan
- PHOTO ind #7310
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 Other Services retirement plans → · Plans in District of Columbia →
Optical Society of America Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $9M |
| Employer EIN | 530259696 |
| Plan Effective Date | 1960-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optical Society of America)
Sponsor-wide plan assets over time
All Optical Society of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 38.98987291125471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $49M |
| 2023 | 1 | 125 | $59M |
| 2024 | 1 | 135 | $67M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Optical Society of America Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Brenau University 403(b) Defined Contribution Plan in GA ($67M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Brenau University 403(b) Defined Contribution Plan (GA) $67M · 367
- Vision 401(k) Plan (TX) $67M · 1,682
- Bay Path University 403(b) Retirement Plan (MA) $67M · 812
- Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan (NY) $68M · 2,768
Similar participant headcount
Nearest other-state filings by covered participants (135 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.