401(k) · DOL Form 5500 · 2023

Optimal Counsel LLP 401(k) Plan

Data updated 2026-08-25

$228K
Total assets Small plan by assets
15
Participants Small participant base
12th
Percentile by assets National rank
$15,167
Avg per participant Low balance/head
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Official DOL plan name: Optimal Counsel LLP 401(k) Profit Sharing Plan · Sponsored by Optimal Counsel LLP · Texas · Professional & Technical Services

$228K in assets, 15 participants

Optimal Counsel LLP's Optimal Counsel LLP 401(k) Profit Sharing Plan reported $228K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,835 in Professional & Technical Services (20,321 peers)

Optimal Counsel LLP multi-year trail

Optimal Counsel LLP's plans moved +180.6% in assets from 2023 to 2024; this filing shows Optimal Counsel LLP 401(k) Profit Sharing Plan at $228K / 15 participants.

#1,835
in Professional & Technical Services (20,321 peers)
$228K
reported net income

Optimal Counsel LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Optimal Counsel LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$227,501 12th percentile higher than 12% of 127,068 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 2023

Optimal Counsel LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimal Counsel LLP 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 884008950 · Optimal Counsel LLP PY 2023 · 401(k)

Optimal Counsel LLP 401(k) Profit Sharing Plan · $228K · 15 · 12th

  • 5500 $228K
  • ASSETS 15
  • PCT 12th
  • EIN 401(k)
  • RANK near Global Tower, LLC 401(k) Plan
  • PHOTO ind #1835

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 Professional & Technical Services retirement plans → · Plans in Texas →

Optimal Counsel LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Optimal Counsel LLP 401(k) Profit Sharing PlanOptimal Counsel LLP 401(k) P…$228KGlobal Tower, LLC 401(k) Plan$228KWenz Inc. 401(k) Plan$227KBoca Raton Cardiology Retirement PlanBoca Raton Cardiology Retire…$228KCopper Eye Surgery, Corp. 401(k) PlanCopper Eye Surgery, Corp. 40…$228K
End-of-year total assets ($M) among Optimal Counsel LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Optimal Counsel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Optimal Counsel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$638K 180.64140377404934% vs 2023
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20232024 $0.23M $0.64M ▲ +178.3%
Year Plans Participants Total Assets
2023 1 15 $228K
2024 1 15 $638K

Optimal Counsel LLP filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$228K
Net Income$228K
Employer EIN884008950
Plan Effective Date2023-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Optimal Counsel LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Optimal Counsel LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.000227501 · Participants: 15Optimal Counsel LLP 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Optimal Counsel LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Optimal Counsel LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Optimal Counsel LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Global Tower, LLC 401(k) Plan in MA ($228K); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($228K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Optimal Counsel LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Optimal Counsel LLP's sponsor-wide assets grew 180.6%, from $228K to $638K.
Where does Optimal Counsel LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Optimal Counsel LLP 401(k) Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Optimal Counsel LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Tower, LLC 401(k) Plan in MA ($228K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Optimal Counsel LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 884008950.

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.