How big is Optimize Technologies, Inc.'s plan?

Optimize Technologies, Inc.'s plan reported $3.3M in assets and 18 participants for 2025.

Original filing (PDF)20260317104831NAL0002122161001

Optimize Technologies, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Optimize Technologies, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Optimize Technologies, Inc.'s The Optimize Technologies, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Optimize Technologies, Inc.'s EIN is 93-0906212.

EIN 93-0906212

Plan number 001

Plan year 2025

ACK ID 20260317104831NAL0002122161001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Optimize Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

OPTIMIZE TECHNOLOGIES, INC.

EIN

all filings

Address

13993 FIR STREET · OREGON CITY, OR · 97045

Phone

(503) 557-9994

Industry

Manufacturing

Plan administrator