401(k) · DOL Form 5500 · 2024

Optima Machinery Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$162,474
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Optima Corporation Retirement Plan · Sponsored by Optima Machinery Corporation · Wisconsin · Wholesale Trade

$17M in assets, 102 participants

Optima Machinery Corporation's Optima Corporation Retirement Plan reported $17M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,674 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Optima Corporation Retirement Plan covers 102 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#3,674
in Wholesale Trade (6,080 peers)
+12.4%
assets growth YoY

Optima Corporation Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Optima Corporation Retirement Plan vs every filed plan by assets

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

$16,572,385 Top 34% higher than 66% 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

Optima Corporation 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. Optima Corporation Retirement Plan sits mid-pack in the medium band (102 participants).

EBSA filing schedule strip

Filing strip 391534738 · Optima Machinery Corporation PY 2024 · 401(k)

Optima Corporation Retirement Plan · $17M · 102 · 66th

  • ASSETS $17M
  • ASSETS 102
  • ASSETS 66th
  • ASSETS 401(k)
  • ASSETS near Cornerstone Auto Group, LLC 401(k) Plan
  • ASSETS ind #3674

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Optima Corporation Retirement Plan in the asset neighbourhood

Optima Corporation Retirement PlanOptima Corporation Retiremen…$17MCornerstone Auto Group, LLC 401(k) PlanCornerstone Auto Group, LLC …$17MMaryland Management Company 401(k) Profit Sharing PlanMaryland Management Company …$17MAvanti Press, Inc. Employees' Savings and Retirement PlanAvanti Press, Inc. Employees…$17MCeligo, Inc. 401(k) Plan$17M
End-of-year total assets ($M) among Optima Corporation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN391534738
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Optima Corporation Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Optima Corporation Retirement Plan, Total assets ($B): 0.016572385 · Participants: 102Optima Corporation Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Optima Corporation Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Optima Corporation Retirement Plan side-by-side with 3 peers →

Optima Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cornerstone Auto Group, LLC 401(k) Plan in MN ($17M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Optima Corporation Retirement Plan assets move in 2024? ▼
Optima Corporation Retirement Plan grew at a solid clip - up 12.4% during 2024, from $15M to $17M. Reported net income was $2M.
Which 401(k) plans are similar in size to Optima Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Auto Group, LLC 401(k) Plan in MN ($17M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Optima Corporation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 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 391534738.

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.