401(k) · DOL Form 5500 · 2024

Optima, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 105
Participants Small participant base: 54th
Percentile by assets National rank: $88,264
Avg per participant Below avg balance/head

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Official DOL plan name: Optima, Inc. 401(k) Profit Sharing Plan · Sponsored by Optima, Inc. · Illinois · Construction

$9M in assets, 105 participants

Optima, Inc.'s Optima, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#4,739 in Construction (9,039 peers)

Coverage in Illinois

Optima, Inc. 401(k) Profit Sharing Plan covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#4,739
in Construction (9,039 peers): +9.6%
assets growth YoY

Optima, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Optima, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,267,705 Top 46% higher than 54% 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

Optima, Inc. 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. Optima, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Optima, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $811K in the plan year 2024 filing.
Optima, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362964007 · Optima, Inc. PY 2024 · 401(k)

Optima, Inc. 401(k) Profit Sharing Plan · $9M · 105 · 54th

NET $9M
NET 105
NET 54th
NET 401(k)
NET near Texas Petroleum Group, LLC 401(k) Plan
NET ind #4739

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 Construction retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Optima, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$811K
Employer EIN	362964007
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Optima, Inc.)

Latest sponsor-wide plan assets: $9M 9.58608415812257% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	105	$8M
2024	1	105	$9M

Nearby 401(k) Plans in Illinois

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

Optima, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Optima, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optima, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Texas Petroleum Group, LLC 401(k) Plan in TX ($9M); by covered participants it is Boys & Girls Clubs of St. Lucie County 401(k) Plan in FL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Texas Petroleum Group, LLC 401(k) Plan (TX) $9M · 1,360
Brahmin Leather Works LLC, 401(k) Savings Plan (MA) $9M · 174
Ballard Power Corporation 401(k) Plan () $9M · 20
American Operations Corp. 401(k) Savings Plan (VA) $9M · 152

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off
Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off

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 Optima, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Optima, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.6% during 2024, from $8M to $9M. Reported net income was $811K.

How have Optima, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Optima, Inc.'s sponsor-wide assets grew 9.6%, from $8M to $9M.

Which 401(k) plans are similar in size to Optima, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Texas Petroleum Group, LLC 401(k) Plan in TX ($9M, 1,360 participants).

Which 401(k) plans cover a similar participant headcount to Optima, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Boys & Girls Clubs of St. Lucie County 401(k) Plan in FL (105 participants, $989K 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 362964007.