Money Purchase · DOL Form 5500 · 2024
Opto 22 Money Purchase Plan
Data updated 2026-08-11
- $22M
- Total assets
- 114
- Participants
- 72nd
- Percentile by assets
- $196,773
- Avg per participant
Official DOL plan name: Opto 22 Money Purchase Pension Plan and Trust · Sponsored by Opto 22 · California · Manufacturing
$22M in assets, 114 participants
Opto 22's Opto 22 Money Purchase Pension Plan and Trust reported $22M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 123,622 plans)
- #11,103 in Manufacturing (17,777 peers)
Coverage in California
Opto 22 Money Purchase Pension Plan and Trust covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $22M.
- $22M
- total plan assets (2024 EOY)
- 114
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $196,773
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Opto 22 Money Purchase Pension Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $730K in the plan year 2024 filing.
- Opto 22 Money Purchase Pension Plan and Trust reported participants fell from 120 in the plan year 2023 filing to 114 in the plan year 2024 filing.
- Opto 22 Money Purchase Pension Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Opto 22 Money Purchase Pension Plan and Trust reports 114 participants - about 18% of that state average ($22M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $730K |
| Employer EIN | 952896389 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opto 22)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $21M |
| 2023 | 1 | 120 | $22M |
| 2024 | 1 | 114 | $22M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Opto 22 Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Opto 22 Money Purchase Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Opto 22 Money Purchase Pension Plan and Trust assets move in 2024? ▼
How have Opto 22 plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Opto 22 Money Purchase Pension Plan and Trust? ▼
Next read for Opto 22 Money Purchase Pension Plan and …
Filing takeaways
Ways to act on Opto 22 Money Purchase Pension Plan and Trust's numbers.
- By total assets, Opto 22 Money Purchase Pension Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Opto 22's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Manufacturing plans