Other · DOL Form 5500 · 2022

Opportunity Alliance Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
499
Participants Below avg headcount
70th
Percentile by assets National rank
$26,341
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Alliance 403(b) Plan · Sponsored by Opportunity Alliance · Maine · Healthcare & Social Assistance

$13M in assets, 499 participants

Opportunity Alliance's Opportunity Alliance 403(b) Plan reported $13M in total assets and 499 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,053 in Healthcare & Social Assistance (20,060 peers)

Opportunity Alliance multi-year trail

Opportunity Alliance's plans moved +29.4% in assets from 2022 to 2024; this filing shows Opportunity Alliance 403(b) Plan at $13M / 499 participants.

#15,053
in Healthcare & Social Assistance (20,060 peers)
-21.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportunity Alliance 403(b) Plan's outsized position by total assets

Opportunity Alliance 403(b) Plan vs every filed plan by assets

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

$13,144,211 Top 30% higher than 70% 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

Opportunity Alliance 403(b) 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. Opportunity Alliance 403(b) Plan sits mid-pack in the medium band (499 participants).

Form 5500 schedule snapshot

Filing strip 010274725 · Opportunity Alliance PY 2022 · Other

Opportunity Alliance 403(b) Plan · $13M · 499 · 70th

  • PART $13M
  • PART 499
  • PART 70th
  • PART Other
  • PART near Vera Institute of Justice Tax Sheltered Annuity Plan
  • PART ind #15053

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 Healthcare & Social Assistance retirement plans → · Plans in Maine →

Opportunity Alliance 403(b) Plan in the asset neighbourhood

Lifestream Behavioral Center, Inc. Employee Pension PlanLifestream Behavioral Center…$13MOpportunity Alliance 403(b) PlanOpportunity Alliance 403(b) …$13MVera Institute of Justice Tax Sheltered Annuity PlanVera Institute of Justice Ta…$13M401(a) Retirement Plan for Children's Hospital & Research Center at Oakland401(a) Retirement Plan for C…$13MSection 403(b) Retirement Plan for Othello Community HospitalSection 403(b) Retirement Pl…$13M
End-of-year total assets ($M) among Opportunity Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Opportunity Alliance multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.356208600120613% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 499 $13M
2023 1 436 $16M
2024 1 460 $17M

Opportunity Alliance filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN010274725
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Opportunity Alliance 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Opportunity Alliance 403(b) Plan, Total assets ($B): 0.013144211 · Participants: 499Opportunity Alliance 403(b) PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Opportunity Alliance 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants

Opportunity Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Vera Institute of Justice Tax Sheltered Annuity Plan in NY ($13M); by covered participants it is Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation in KY (499 participants). Same-state nearby plans are listed separately above.

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 Opportunity Alliance 403(b) Plan assets move in 2022?
Opportunity Alliance 403(b) Plan declined sharply - down 21.9% during 2022, from $17M to $13M. Reported net income was -$4M.
How have Opportunity Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), Opportunity Alliance's sponsor-wide assets grew 29.4%, from $13M to $17M.
Which Other plans are similar in size to Opportunity Alliance 403(b) Plan?
Among Other plans in other states, the closest by assets is Vera Institute of Justice Tax Sheltered Annuity Plan in NY ($13M, 302 participants).
Which Other plans cover a similar participant headcount to Opportunity Alliance 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Section 403(b) Retirement Plan for Mountain Comprehensive Health Corporation in KY (499 participants, $16M in assets).