How big is Optimize, Inc.'s plan?

Optimize, Inc.'s plan reported $1.0M in assets and 4 participants for 2025.

Original filing (PDF)20260203172019NAL0003876179001

Optimize, Inc.

Name: Optimize, Inc. — Optimize, Inc. 401(k) Profit, Form 5500 (2025)
Creator: Optimize, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimize, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Optimize, Inc.'s Optimize, Inc. 401(k) Profit Sharing Plan held $1.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Optimize, Inc.'s EIN is 92-0192297.

EIN 92-0192297

Plan number 002

Plan year 2025

ACK ID 20260203172019NAL0003876179001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimize, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimize, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score