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
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
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
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
| 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 EIN | 010274725 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $1.8B · 21,547
- Northern Light Health Retirement Partnership 403(b) Plan $938M · 11,671
- Jax 403(b) Retirement Plan $438M · 2,458
- Mainegeneral Health 403(b) Retirement Plan $325M · 4,592
- Colby College Retirement Plan $248M · 894
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Vera Institute of Justice Tax Sheltered Annuity Plan (NY) $13M · 302
- 401(a) Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $13M · 199
- Lifestream Behavioral Center, Inc. Employee Pension Plan (FL) $13M · 520
- Section 403(b) Retirement Plan for Othello Community Hospital (WA) $13M · 154
Similar participant headcount
Nearest other-state filings by covered participants (499 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.