Optimizely North America 401(k) match, vesting and fees
What Optimizely North America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Optimizely North America: employer contribution per participant | $2,972 | |
| Peer median | $2,682 |
| Optimizely North America: average balance | $99,047 | |
| Peer median | $99,496 |
| Optimizely North America: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.2M at the end of plan year 2021 to $91.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 949 | $91.6M | $2.7M | $2,972 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 959 | $74.6M | $2.6M | $2,842 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 1,007 | $62.6M | $2.6M | $2,621 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 1,075 | $48.8M | $4M | $3,782 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 479 | $19.2M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Optimizely North America match 401(k) contributions?
The match terms for the Optimizely 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $2.7M in employer contributions, about $2,972 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Optimizely North America 401(k) match vested?
The vesting schedule for the Optimizely 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Optimizely North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Optimizely North America Inc..
I left Optimizely North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Optimizely North America Inc., (603) 594-0249) or the recordkeeper, Fidelity Investments Institutional. The Optimizely North America old 401(k) page lists the contacts from every plan filing. Find an old Optimizely North America 401(k)
Data from the public Form 5500 annual reports Optimizely North America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Optimizely North America. Not financial advice. Report a correction · Methodology