Back to filter
Original filing (PDF)20250801094031NAL0009916416001
OPTIMAL OCCUPATIONAL AND PHYSI
Form 5500-SF
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OPTIMAL OCCUPATIONAL AND PHYSICAL THERAPY ASSOCIATES SERVICES, PLLC
401(k) retirement plan
Active participants
59
Accounts w/ balance
64
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIMAL OCCUPATIONAL AND PHYSI.
Plan sponsor
Name
OPTIMAL OCCUPATIONAL AND PHYSI
EIN
16-1543313
Address
2495 MAIN ST STE 234 · BUFFALO, NY · 142142152
Phone
(716) 836-5929
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
MILESTONES THERAPEUTIC ASSOCIATES, INC.
MILESTONES 401(K) PLAN
$3.6M · 49 participants
WV THERAPY SERVICES, LLC
ODYSSEY REHABILITATION 401(K) PROFIT SHARING PLAN
$3.6M · 108 participants
C.A.N.I. P.T. & O.T., PLLC
C.A.N.I. 401(K) PROFIT SHARING PLAN
$3.6M · 29 participants
ABILITIES IN ACTION, LLC
ABILITIES IN ACTION, LLC 401(K) PLAN
$3.6M · 38 participants
ARIZONA ORTHOPEDIC PHYSICAL THERAPY, PLLC
ARIZONA ORTHOPEDIC PHYSICAL THERAPY 401(K) PLAN
$3.6M · 86 participants
MONTESANO PHYSICAL THERAPY INC.
MONTESANO PHYSICAL THERAPY INC. PROFIT SHARING PLAN
$3.6M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B