401(k) · DOL Form 5500 · 2022

Opportunity Financial, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
570
Participants Below avg headcount
74th
Percentile by assets National rank
$28,848
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Financial, LLC 401(k) Plan · Sponsored by Opportunity Financial, LLC · Illinois · Finance & Insurance

$16M in assets, 570 participants

Opportunity Financial, LLC's Opportunity Financial, LLC 401(k) Plan reported $16M in total assets and 570 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.

  • #5,521 in Finance & Insurance (9,261 peers)

Opportunity Financial, LLC multi-year trail

Opportunity Financial, LLC's plans moved +69.4% in assets from 2022 to 2024; this filing shows Opportunity Financial, LLC 401(k) Plan at $16M / 570 participants.

#5,521
in Finance & Insurance (9,261 peers)
-4.1%
assets change YoY

The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportunity Financial, LLC 401(k) Plan's outsized position by total assets

Opportunity Financial, LLC 401(k) Plan vs every filed plan by assets

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

$16,443,348 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

Opportunity Financial, LLC 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. Opportunity Financial, LLC 401(k) Plan sits mid-pack in the medium band (570 participants).

DOL schedule card

Filing strip 271061911 · Opportunity Financial, LLC PY 2022 · 401(k)

Opportunity Financial, LLC 401(k) Plan · $16M · 570 · 74th

  • SCH $16M
  • SCH 570
  • SCH 74th
  • SCH 401(k)
  • SCH near Utilities Employees Credit Union 401(k) Plan
  • SCH ind #5521

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 Illinois →

Opportunity Financial, LLC 401(k) Plan in the asset neighbourhood

Opportunity Financial, LLC 401(k) PlanOpportunity Financial, LLC 4…$16MUtilities Employees Credit Union 401(k) PlanUtilities Employees Credit U…$16MVenezia Transport Service, Inc. Savings and Protection PlanVenezia Transport Service, I…$16MAersale 401(k) Plan$16MMusashi Auto Parts-Michigan Associates Retirement Savings PlanMusashi Auto Parts-Michigan …$16M
End-of-year total assets ($M) among Opportunity Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Opportunity Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 69.3868487123182% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $27.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 570 $16M
2023 1 471 $22M
2024 1 479 $28M

Opportunity Financial, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$707K
Employer EIN271061911
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Opportunity Financial, LLC 401(k) Plan, Total assets ($B): 0.016443348 · Participants: 570Opportunity Financial, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Opportunity Financial, LLC 401(k) Plan side-by-side with 3 peers →

Opportunity Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Utilities Employees Credit Union 401(k) Plan in PA ($16M); by covered participants it is National Federation of Independent Business Retirement Savings Plan in TN (570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (570 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 Opportunity Financial, LLC 401(k) Plan assets move in 2022? ▼
Opportunity Financial, LLC 401(k) Plan edged down modestly - down 4.1% during 2022, from $17M to $16M. Reported net income was -$707K.
How have Opportunity Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Financial, LLC's sponsor-wide assets grew 69.4%, from $16M to $28M.
Which 401(k) plans are similar in size to Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utilities Employees Credit Union 401(k) Plan in PA ($16M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Savings Plan in TN (570 participants, $85M 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 271061911.

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.