Civic Intelligence

Optimity Advisors

Plan context: Optimity Advisors 401(K) Plan

EIN 27-0907950 • Washington, DC • 14 filings • 2 plans

1600 K Street NW, Ste 202Washington, DC 20006
Current Snapshot

Latest Year

2025

2025 Participants

66

2025 Assets

$6,523,777

2025 Contributions

$791,629

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,826,908$3,913,454$0201020172025YearValue
$6,523,777Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

177890201020172025YearValue
66Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025166$6,523,777$791,629$11,994iApproximate average salary by contribution assumption: employee only about $299,859 at 4% or $199,906 at 6%; with 50% employer match about $199,906 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,953 at 6%.
Optimity Advisors 401(K) Plan-66$6,523,777$791,629$11,994iApproximate average salary by contribution assumption: employee only about $299,859 at 4% or $199,906 at 6%; with 50% employer match about $199,906 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,953 at 6%.
202416$6,089,093$231,898$38,650iApproximate average salary by contribution assumption: employee only about $966,242 at 4% or $644,161 at 6%; with 50% employer match about $644,161 at 4% or $429,441 at 6%; with 100% employer match about $483,121 at 4% or $322,081 at 6%.
Optimity Advisors 401(K) Plan-6$6,089,093$231,898$38,650iApproximate average salary by contribution assumption: employee only about $966,242 at 4% or $644,161 at 6%; with 50% employer match about $644,161 at 4% or $429,441 at 6%; with 100% employer match about $483,121 at 4% or $322,081 at 6%.
2021180$7,826,908$618,248$7,728iApproximate average salary by contribution assumption: employee only about $193,203 at 4% or $128,802 at 6%; with 50% employer match about $128,802 at 4% or $85,868 at 6%; with 100% employer match about $96,601 at 4% or $64,401 at 6%.
Optimity Advisors 401(K) Plan-80$7,826,908$618,248$7,728iApproximate average salary by contribution assumption: employee only about $193,203 at 4% or $128,802 at 6%; with 50% employer match about $128,802 at 4% or $85,868 at 6%; with 100% employer match about $96,601 at 4% or $64,401 at 6%.
2020164$7,319,225$879,427$13,741iApproximate average salary by contribution assumption: employee only about $343,526 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,509 at 6%.
Optimity Advisors 401(K) Plan-64$7,319,225$879,427$13,741iApproximate average salary by contribution assumption: employee only about $343,526 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,509 at 6%.
20191101$6,547,546$818,971$8,109iApproximate average salary by contribution assumption: employee only about $202,716 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%.
Optimity Advisors 401(K) Plan-101$6,547,546$818,971$8,109iApproximate average salary by contribution assumption: employee only about $202,716 at 4% or $135,144 at 6%; with 50% employer match about $135,144 at 4% or $90,096 at 6%; with 100% employer match about $101,358 at 4% or $67,572 at 6%.
20181112$5,783,112$1,048,935$9,365iApproximate average salary by contribution assumption: employee only about $234,137 at 4% or $156,092 at 6%; with 50% employer match about $156,092 at 4% or $104,061 at 6%; with 100% employer match about $117,069 at 4% or $78,046 at 6%.
Optimity Advisors 401(K) Plan-112$5,783,112$1,048,935$9,365iApproximate average salary by contribution assumption: employee only about $234,137 at 4% or $156,092 at 6%; with 50% employer match about $156,092 at 4% or $104,061 at 6%; with 100% employer match about $117,069 at 4% or $78,046 at 6%.
20171164$6,698,286$1,168,706$7,126iApproximate average salary by contribution assumption: employee only about $178,156 at 4% or $118,771 at 6%; with 50% employer match about $118,771 at 4% or $79,181 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%.
Optimity Advisors 401(K) Plan-164$6,698,286$1,168,706$7,126iApproximate average salary by contribution assumption: employee only about $178,156 at 4% or $118,771 at 6%; with 50% employer match about $118,771 at 4% or $79,181 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%.
20161177$5,342,161$1,599,299$9,036iApproximate average salary by contribution assumption: employee only about $225,890 at 4% or $150,593 at 6%; with 50% employer match about $150,593 at 4% or $100,395 at 6%; with 100% employer match about $112,945 at 4% or $75,297 at 6%.
Optimity Advisors 401(K) Plan-177$5,342,161$1,599,299$9,036iApproximate average salary by contribution assumption: employee only about $225,890 at 4% or $150,593 at 6%; with 50% employer match about $150,593 at 4% or $100,395 at 6%; with 100% employer match about $112,945 at 4% or $75,297 at 6%.
20151172$3,737,499$1,598,398$9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,884 at 6%; with 50% employer match about $154,884 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%.
Optimity Advisors 401(K) Plan-172$3,737,499$1,598,398$9,293iApproximate average salary by contribution assumption: employee only about $232,325 at 4% or $154,884 at 6%; with 50% employer match about $154,884 at 4% or $103,256 at 6%; with 100% employer match about $116,163 at 4% or $77,442 at 6%.
20141132$2,578,089$1,071,344$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,180 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
Optimity Advisors 401(K) Plan-132$2,578,089$1,071,344$8,116iApproximate average salary by contribution assumption: employee only about $202,906 at 4% or $135,271 at 6%; with 50% employer match about $135,271 at 4% or $90,180 at 6%; with 100% employer match about $101,453 at 4% or $67,635 at 6%.
2013181$1,436,611$634,507$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
Optimity Advisors 401(K) Plan-81$1,436,611$634,507$7,833iApproximate average salary by contribution assumption: employee only about $195,835 at 4% or $130,557 at 6%; with 50% employer match about $130,557 at 4% or $87,038 at 6%; with 100% employer match about $97,918 at 4% or $65,278 at 6%.
2012147$779,294$397,552$8,459iApproximate average salary by contribution assumption: employee only about $211,464 at 4% or $140,976 at 6%; with 50% employer match about $140,976 at 4% or $93,984 at 6%; with 100% employer match about $105,732 at 4% or $70,488 at 6%.
Optimity Advisors 401(K) Plan-47$779,294$397,552$8,459iApproximate average salary by contribution assumption: employee only about $211,464 at 4% or $140,976 at 6%; with 50% employer match about $140,976 at 4% or $93,984 at 6%; with 100% employer match about $105,732 at 4% or $70,488 at 6%.
2011128$349,597$169,571$6,056iApproximate average salary by contribution assumption: employee only about $151,403 at 4% or $100,935 at 6%; with 50% employer match about $100,935 at 4% or $67,290 at 6%; with 100% employer match about $75,701 at 4% or $50,468 at 6%.
Optimity Advisors 401(K) Plan-28$349,597$169,571$6,056iApproximate average salary by contribution assumption: employee only about $151,403 at 4% or $100,935 at 6%; with 50% employer match about $100,935 at 4% or $67,290 at 6%; with 100% employer match about $75,701 at 4% or $50,468 at 6%.
2010119$207,862$190,553$10,029iApproximate average salary by contribution assumption: employee only about $250,728 at 4% or $167,152 at 6%; with 50% employer match about $167,152 at 4% or $111,435 at 6%; with 100% employer match about $125,364 at 4% or $83,576 at 6%.
Optimity Advisors 401(K) Plan-19$207,862$190,553$10,029iApproximate average salary by contribution assumption: employee only about $250,728 at 4% or $167,152 at 6%; with 50% employer match about $167,152 at 4% or $111,435 at 6%; with 100% employer match about $125,364 at 4% or $83,576 at 6%.