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Department of Labor filing

OCUSOFT, INC

OCUSOFT INC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Feb 23, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,561

Reported employer contributions per active participant.

Higher than about 53% of comparable plans
#People in the filing
156

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$279 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 24% of comparable plans
↗Investment performance
Not available

Plan assets changed 18.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions53rd percentileTypical peer $2,397 · based on 2,295 comparable plans
Lower reported administrative expense24th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OCUSOFT, INC reported $399,492 in employer contributions across the plan and 156 active participants. That works out to $2,561 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 108.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$399,492
Participant contributions
$599,988
Other contributions
$10,724
Employer share of reported contributions
40.0%
Beginning assets
$7,208,584
Ending assets
$8,547,576
Ending net assets
$8,547,576
Ending liabilities
$0
Total income
$1,926,320
Total expenses
$587,328
Administrative expenses
$47,979
Participant loans
$205,379

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,517
2023
$2,494
2024
$2,561
Plan-paid administrative expenses per participant
2022
$134
2023
$259
2024
$279
Active participants
2022
117
2023
137
2024
156
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,5611568.5M20260223104130NAL0000971009001
2023$2,4941377.2M20260223104108NAL0002103282001
2022$2,5171175.7M20231002094042NAL0034794818001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
760200462-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2005
Industry
Health care and social assistance
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JOHN HANCOCK FUNDS, LLC2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260223104130NAL0000971009001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗