401(k) · DOL Form 5500 · 2024

Ocusoft, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 147
Participants Small participant base: 52nd
Percentile by assets National rank: $58,147
Avg per participant Low balance/head

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Official DOL plan name: Ocusoft Inc 401(k) Plan · Sponsored by Ocusoft, Inc · Texas · Healthcare & Social Assistance

$9M in assets, 147 participants

Ocusoft, Inc's Ocusoft Inc 401(k) Plan reported $9M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#9,744 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Ocusoft Inc 401(k) Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#9,744
in Healthcare & Social Assistance (16,916 peers): +18.6%
assets growth YoY

Ocusoft Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ocusoft Inc 401(k) Plan vs every filed plan by assets

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

$8,547,576 Top 48% higher than 52% 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

Ocusoft Inc 401(k) 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. Ocusoft Inc 401(k) Plan sits mid-pack in the medium band (147 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%)

Ocusoft Inc 401(k) Plan reported participants rose from 123 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Ocusoft Inc 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Ocusoft Inc 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760200462 · Ocusoft, Inc PY 2024 · 401(k)

Ocusoft Inc 401(k) Plan · $9M · 147 · 52nd

EOY $9M
5500 147
ASSETS 52nd
PCT 401(k)
EIN near Upper Great Lakes Family Health Center Retirement Plan
RANK ind #9744

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 Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	760200462
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ocusoft, Inc)

Latest sponsor-wide plan assets: $9M 48.79817923828195% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	107	$6M
2023	1	123	$7M
2024	1	147	$9M

Nearby 401(k) Plans in Texas

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

Ocusoft Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Ocusoft Inc 401(k) Plan side-by-side with 3 peers →

Ocusoft Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Upper Great Lakes Family Health Center Retirement Plan in MI ($9M); by covered participants it is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Upper Great Lakes Family Health Center Retirement Plan (MI) $9M · 207
Jackson Partners 401(k) Plan (FL) $9M · 4,109
Unique People Services 401(k) Profit Sharing Plan (NY) $9M · 234
Halker Consulting LLC 401(k) P/S Plan (CO) $9M · 120

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

Ardmore Home Design, Inc. 401(k) Profit Sharing Plan (CA) 147 · 0 off
Reed Oil Company 401(k) Profit Sharing Plan (PA) 147 · 0 off
Gibson-Thomas 401 (K) Plan (PA) 147 · 0 off
Southwest Tennessee Emc 401(k) Plan (TN) 147 · 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 Ocusoft Inc 401(k) Plan assets move in 2024? ▼

Ocusoft Inc 401(k) Plan grew sharply - up 18.6% during 2024, from $7M to $9M. Reported net income was $1M.

How have Ocusoft, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ocusoft, Inc's sponsor-wide assets grew 48.8%, from $6M to $9M.

Which 401(k) plans are similar in size to Ocusoft Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Upper Great Lakes Family Health Center Retirement Plan in MI ($9M, 207 participants).

Which 401(k) plans cover a similar participant headcount to Ocusoft Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 participants, $5M 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 760200462.