ESOP · DOL Form 5500 · 2024

Optima Engineering, PA ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
85
Participants Small participant base
57th
Percentile by assets National rank
$124,306
Avg per participant Near avg balance/head
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Official DOL plan name: Optima Engineering, P.a. Employee Stock Ownership Plan · Sponsored by Optima Engineering, PA · North Carolina · Professional & Technical Services

$11M in assets, 85 participants

Optima Engineering, PA's Optima Engineering, P.a. Employee Stock Ownership Plan reported $11M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,136 in Professional & Technical Services (20,173 peers)

Optima Engineering, PA multi-year trail

Optima Engineering, PA's plans moved +87.2% in assets from 2022 to 2024; this filing shows Optima Engineering, P.a. Employee Stock Ownership Plan at $11M / 85 participants.

#11,136
in Professional & Technical Services (20,173 peers)
-1.4%
assets change YoY

Optima Engineering, P.a. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Optima Engineering, P.a. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,566,000 Top 43% higher than 57% 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 Engineering, P.a. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optima Engineering, P.a. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Optima Engineering, P.a. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $210K in the plan year 2024 filing.
  • Optima Engineering, P.a. Employee Stock Ownership Plan reported participants rose from 74 in the plan year 2023 filing to 85 in the plan year 2024 filing.
  • Optima Engineering, P.a. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561784686 · Optima Engineering, PA PY 2024 · ESOP

Optima Engineering, P.a. Employee Stock Ownership Plan · $11M · 85 · 57th

  • SCH $11M
  • SCH 85
  • SCH 57th
  • SCH ESOP
  • SCH near Bandago Employee Stock Ownership Plan
  • SCH ind #11136

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 What is an ESOP? → · Plans in North Carolina →

Optima Engineering, P.a. Employee Stock Ownership Plan in the asset neighbourhood

Optima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$11MBandago Employee Stock Ownership PlanBandago Employee Stock Owner…$11MR & K Solutions, Inc. Employee Stock Ownership PlanR & K Solutions, Inc. Employ…$11MUsi Employee Stock Ownership PlanUsi Employee Stock Ownership…$11MKam Plastics Corp. Employee Stock Ownership PlanKam Plastics Corp. Employee …$11M
End-of-year total assets ($M) among Optima Engineering, P.a. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Optima Engineering, PA multi-year asset trail

Sponsor-wide plan assets over time

All Optima Engineering, PA plans reported in each filing year

Latest sponsor-wide plan assets
$11M 87.24082934609251% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.64M $10.6M ▲ +87.4%
Year Plans Participants Total Assets
2022 1 62 $6M
2023 1 74 $11M
2024 1 85 $11M

Optima Engineering, PA filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$225K
Net Income$210K
Employer EIN561784686
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Optima Engineering, P.a. Employee Stock Ownership Plan, Total assets ($M): 10.566 · Participants: 85Optima Engineering, P.a. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Optima Engineering, P.a. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Optima Engineering, P.a. Employee Stock Ownership Plan side-by-side with 3 peers →

Optima Engineering, P.a. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Bandago Employee Stock Ownership Plan in CA ($11M); by covered participants it is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Engineering, P.a. Employee Stock Ownership Plan assets move in 2024? ▼
Optima Engineering, P.a. Employee Stock Ownership Plan edged down modestly - down 1.4% during 2024, from $11M to $11M. Reported net income was $210K.
How have Optima Engineering, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Optima Engineering, PA's sponsor-wide assets grew 87.2%, from $6M to $11M.
Which ESOP plans are similar in size to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bandago Employee Stock Ownership Plan in CA ($11M, 71 participants).
Which ESOP plans cover a similar participant headcount to Optima Engineering, P.a. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barton Associates, Inc. Employee Stock Ownership Plan in PA (85 participants, $8M 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 561784686.

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.