401(k) · DOL Form 5500 · 2022

Opportune LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
187
Participants Below avg headcount
74th
Percentile by assets National rank
$87,788
Avg per participant Below avg balance/head
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Official DOL plan name: Opportune LLP 401(k) Plan · Sponsored by Opportune LLP · Texas · Professional & Technical Services

$16M in assets, 187 participants

Opportune LLP's Opportune LLP 401(k) Plan reported $16M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,923 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Opportune LLP 401(k) Plan covers 187 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#15,923
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportune LLP 401(k) Plan's outsized position by total assets

Opportune LLP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,416,399 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Opportune LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportune LLP 401(k) Plan sits mid-pack in the medium band (187 participants).

EBSA filing schedule strip

Filing strip 202958287 · Opportune LLP PY 2022 · 401(k)

Opportune LLP 401(k) Plan · $16M · 187 · 74th

  • EOY $16M
  • 5500 187
  • ASSETS 74th
  • PCT 401(k)
  • EIN near Adams Beverages, Inc. 401(k) Plan
  • RANK ind #15923

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Texas →

Opportune LLP 401(k) Plan in the asset neighbourhood

Opportune LLP 401(k) Plan$16MAdams Beverages, Inc. 401(k) PlanAdams Beverages, Inc. 401(k)…$16MKey Auto Group 401(k) Plan$16MCameron Mitchell Restaurants, LLC 401(k) PlanCameron Mitchell Restaurants…$16MLeisure Sports, Inc. 401(k) PlanLeisure Sports, Inc. 401(k) …$16M
End-of-year total assets ($M) among Opportune LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN202958287
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportune LLP)

Sponsor-wide plan assets over time

All Opportune LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 56.479956414314735% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.7M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 187 $16M
2023 1 214 $22M
2024 1 271 $26M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Opportune LLP 401(k) Plan, Total assets ($B): 0.016416399 · Participants: 187Opportune LLP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Opportune LLP 401(k) Plan side-by-side with 3 peers →

Opportune LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Adams Beverages, Inc. 401(k) Plan in NC ($16M); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Opportune LLP 401(k) Plan assets move in 2022? ▼
Opportune LLP 401(k) Plan declined sharply - down 17.2% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Opportune LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportune LLP's sponsor-wide assets grew 56.5%, from $16M to $26M.
Which 401(k) plans are similar in size to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adams Beverages, Inc. 401(k) Plan in NC ($16M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (187 participants, $72M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202958287.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.