Other · DOL Form 5500 · 2024
Optimus Health Care, Inc. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 378
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $75,591
- Avg per participant Below avg balance/head
Official DOL plan name: Section 403(b) Retirement Plan for Optimus Health Care, Inc. · Sponsored by Optimus Health Care, Inc. · Connecticut · Healthcare & Social Assistance
$29M in assets, 378 participants
Optimus Health Care, Inc.'s Section 403(b) Retirement Plan for Optimus Health Care, Inc. reported $29M in total assets and 378 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,538 in Healthcare & Social Assistance (16,916 peers)
Where Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits by assets
Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits in the top quartile of all filed plans by assets, $29M for 378 participants (~$75,591/participant), up 12.1% in 2024.
- #13,538
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Section 403(b) Retirement Plan for Optimus Health Care, Inc.'s outsized position by total assets
Section 403(b) Retirement Plan for Optimus Health Care, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,573,268 Top 23% higher than 77% 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
Section 403(b) Retirement Plan for Optimus Health Care, Inc. 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. Section 403(b) Retirement Plan for Optimus Health Care, Inc. sits mid-pack in the medium band (378 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Retirement Plan for Optimus Health Care, Inc. reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Optimus Health Care, Inc. end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Optimus Health Care, Inc. reported participants fell from 400 in the plan year 2023 filing to 378 in the plan year 2024 filing.
DOL schedule card
Filing strip 060972166 · Optimus Health Care, Inc. PY 2024 · Other
Section 403(b) Retirement Plan for Optimus Health Care, Inc. · $29M · 378 · 77th
- EBSA $29M
- EBSA 378
- EBSA 77th
- EBSA Other
- EBSA near San Diego Humane Society and S.P.C.a. Retirement Plan
- EBSA ind #13538
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 Connecticut →
Section 403(b) Retirement Plan for Optimus Health Care, Inc. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 060972166 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Optimus Health Care, Inc.)
Sponsor-wide plan assets over time
All Optimus Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.833910612101814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 520 | $24M |
| 2023 | 1 | 400 | $25M |
| 2024 | 1 | 378 | $29M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Section 403(b) Retirement Plan for Optimus Health Care, Inc.'s out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is San Diego Humane Society and S.P.C.a. Retirement Plan in CA ($29M); by covered participants it is White Horse Village Inc. 403(b) Pension Plan in PA (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.
- White Horse Village Inc. 403(b) Pension Plan (PA) 378 · 0 off
- Georgetown Day School, Inc. 403(b) Retirement Plan (DC) 378 · 0 off
- Teton Valley Health Care, Inc. 403(b) Plan (ID) 378 · 0 off
- Access Health Louisiana 403(b) Plan (LA) 378 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.