401(k) · DOL Form 5500 · 2022

Oportun, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
1,335
Participants Near avg headcount
89th
Percentile by assets National rank
$42,723
Avg per participant Low balance/head
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Official DOL plan name: Oportun 401(k) Plan · Sponsored by Oportun, Inc. · California · Finance & Insurance

$57M in assets, 1,335 participants

Oportun, Inc.'s Oportun 401(k) Plan reported $57M in total assets and 1,335 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,632 in Finance & Insurance (9,261 peers)

Coverage in California

Oportun 401(k) Plan covers 1,335 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $57M.

#7,632
in Finance & Insurance (9,261 peers)
+0.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Oportun 401(k) Plan vs every filed plan by assets

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

$57,035,341 Top 11% higher than 89% 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

Oportun 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oportun 401(k) Plan lands in the large band (1,335 participants).

EBSA filing schedule strip

Filing strip 203386325 · Oportun, Inc. PY 2022 · 401(k)

Oportun 401(k) Plan · $57M · 1,335 · 89th

  • IND $57M
  • EOY 1,335
  • 5500 89th
  • ASSETS 401(k)
  • PCT near Amsted Retirement Savings Plan for Bargaining Employees
  • EIN ind #7632

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 Finance & Insurance retirement plans → · Plans in California →

Oportun 401(k) Plan in the asset neighbourhood

Oportun 401(k) Plan$57MAmsted Retirement Savings Plan for Bargaining EmployeesAmsted Retirement Savings Pl…$57MMcasf Local 725 Defined Contribution Retirement PlanMcasf Local 725 Defined Cont…$57MAmano USA 401(k) Retirement PlanAmano USA 401(k) Retirement …$57MWestern States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retire…$57M
End-of-year total assets ($M) among Oportun 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$57M
Net Income$367K
Employer EIN203386325
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oportun, Inc.)

Sponsor-wide plan assets over time

All Oportun, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 46.172614274367184% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57M $83.4M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 1,335 $57M
2023 1 1,381 $78M
2024 1 912 $83M

Nearby 401(k) Plans in California

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

Oportun 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oportun 401(k) Plan, Total assets ($B): 0.057035341 · Participants: 1335Oportun 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Oportun 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oportun 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Amsted Retirement Savings Plan for Bargaining Employees in IL ($57M); by covered participants it is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN (1,335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,335 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 Oportun 401(k) Plan assets move in 2022? ▼
Oportun 401(k) Plan held essentially flat - up 0.6% during 2022, from $57M to $57M. Reported net income was $367K.
How have Oportun, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oportun, Inc.'s sponsor-wide assets grew 46.2%, from $57M to $83M.
Where does Oportun 401(k) Plan rank by assets among Form 5500 filers? ▼
Oportun 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oportun 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amsted Retirement Savings Plan for Bargaining Employees in IL ($57M, 1,492 participants).
Which 401(k) plans cover a similar participant headcount to Oportun 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Medical Group, PLLC 401(k) Profit Sharing Plan in TN (1,335 participants, $246M 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 203386325.

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.