Other · DOL Form 5500 · 2022
Opportunities Inc of Jefferson Co Unty Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $38,668
- Avg per participant Low balance/head
Official DOL plan name: 403 B Thrift Plan of Opportunities Inc of Jefferson County · Sponsored by Opportunities Inc of Jefferson Co Unty · Wisconsin · Healthcare & Social Assistance
$8M in assets, 211 participants
Opportunities Inc of Jefferson Co Unty's 403 B Thrift Plan of Opportunities Inc of Jefferson County reported $8M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #13,341 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
403 B Thrift Plan of Opportunities Inc of Jefferson County covers 211 participants in Wisconsin, about 37% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.
- #13,341
- in Healthcare & Social Assistance (20,060 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $791K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403 B Thrift Plan of Opportunities Inc of Jefferson County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403 B Thrift Plan of Opportunities Inc of Jefferson County vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,158,924 Top 39% higher than 61% 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
403 B Thrift Plan of Opportunities Inc of Jefferson County 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. 403 B Thrift Plan of Opportunities Inc of Jefferson County sits mid-pack in the medium band (211 participants).
Plan-year Form 5500 strip
Filing strip 391078133 · Opportunities Inc of Jefferson Co Unty PY 2022 · Other
403 B Thrift Plan of Opportunities Inc of Jefferson County · $8M · 211 · 61st
- BOY $8M
- BOY 211
- BOY 61st
- BOY Other
- BOY near Medlink Georgia, Inc. 403(b) Plan
- BOY ind #13341
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 Wisconsin →
403 B Thrift Plan of Opportunities Inc of Jefferson County in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$791K |
| Employer EIN | 391078133 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opportunities Inc of Jefferson Co Unty)
Sponsor-wide plan assets over time
All Opportunities Inc of Jefferson Co Unty plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 30.41282159265119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $8M |
| 2023 | 1 | 265 | $10M |
| 2024 | 1 | 253 | $11M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
403 B Thrift Plan of Opportunities Inc of Jefferson County's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Medlink Georgia, Inc. 403(b) Plan in GA ($8M); by covered participants it is Polytechnic School Defined Contribution Retirement Plan in CA (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 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.