401(k) · DOL Form 5500 · 2024

Optim Orthopedics, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
252
Participants Below avg headcount
83rd
Percentile by assets National rank
$183,674
Avg per participant Above avg balance/head
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Official DOL plan name: Optim Orthopedics, LLC 401(k) Profit Sharing Plan · Sponsored by Optim Orthopedics, LLC · Georgia · Healthcare & Social Assistance

$46M in assets, 252 participants

Optim Orthopedics, LLC's Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported $46M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,479 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Optim Orthopedics, LLC 401(k) Profit Sharing Plan covers 252 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $46M.

#14,479
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Optim Orthopedics, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$46,285,818 Top 17% higher than 83% 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

Optim Orthopedics, LLC 401(k) Profit Sharing 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. Optim Orthopedics, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported participants rose from 217 in the plan year 2023 filing to 252 in the plan year 2024 filing.
  • Optim Orthopedics, LLC 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472413464 · Optim Orthopedics, LLC PY 2024 · 401(k)

Optim Orthopedics, LLC 401(k) Profit Sharing Plan · $46M · 252 · 83rd

  • NET $46M
  • NET 252
  • NET 83rd
  • NET 401(k)
  • NET near Co-Op 401(k) Plan
  • NET ind #14479

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 Georgia →

Optim Orthopedics, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Optim Orthopedics, LLC 401(k) Profit Sharing PlanOptim Orthopedics, LLC 401(k…$46MCo-Op 401(k) Plan$46MThomas, Thomas & Hafer, LLP Retirement PlanThomas, Thomas & Hafer, LLP …$46MLaporte, Apac Employees Retirement PlanLaporte, Apac Employees Reti…$46MRehabvisions 401(k) Plan$46M
End-of-year total assets ($M) among Optim Orthopedics, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$7M
Employer EIN472413464
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Optim Orthopedics, LLC)

Sponsor-wide plan assets over time

All Optim Orthopedics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 40.665439554483335% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $46.3M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 220 $33M
2023 1 217 $40M
2024 1 252 $46M

Nearby 401(k) Plans in Georgia

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

Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Optim Orthopedics, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.046285818 · Participants: 252Optim Orthopedics, LLC 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Optim Orthopedics, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Optim Orthopedics, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optim Orthopedics, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Co-Op 401(k) Plan in MI ($46M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Optim Orthopedics, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2024, from $40M to $46M. Reported net income was $7M.
How have Optim Orthopedics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optim Orthopedics, LLC's sponsor-wide assets grew 40.7%, from $33M to $46M.
Where does Optim Orthopedics, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optim Orthopedics, LLC 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in MI ($46M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Optim Orthopedics, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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 472413464.

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.