Back to filter
Original filing (PDF)20250522090114NAL0002497793001
OPEN OPTIONS, INC.
Form 5500-SF
FILING_RECEIVED
OPEN OPTIONS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
11
Plan assets (EOY)
$281K
Net assets (EOY)
$281K
Plan health score (directional)
86
/ 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
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
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 OPEN OPTIONS, INC..
Plan sponsor
Name
OPEN OPTIONS, INC.
EIN
31-1211402
Address
19 N MECHANIC STREET · LEBANON, OH · 45036
Phone
(513) 932-0724
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
2025-05-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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
WOODGLEN RECOVERY JUNCTION, INC.
WOODGLEN RECOVERY JUNCTION, INC. 401(K) P/S PLAN
$281K · 11 participants
RESTHAVE HOME OF WHITESIDE COUNTY
RESTHAVE HOME OF WHITESIDE COUNTY 401(K) PLAN
$281K · 78 participants
SCHUYLER RIDGE RESIDENTIAL HEALTH CARE
SCHUYLER RIDGE RESIDENTIAL HEALTH CARE TAX DEFERRED ANNUITY PLAN
$281K
POOL OF BETHESDA COMMUNITY SERVI
FAWEMA
$282K · 60 participants
GREENBRIAR NURSING CENTER, INC.
GREENBRIAR NURSING CENTER, INC. 401(K)
$282K · 21 participants
ROYAL COMMUNITY SUPPORT, LLC
ROYAL COMMUNITY SUPPORT 401(K) PLAN
$280K · 399 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants