401(k) · DOL Form 5500 · 2022

Opportunities, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
120
Participants Small participant base
25th
Percentile by assets National rank
$8,406
Avg per participant Low balance/head
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Official DOL plan name: Opportunities, Inc. 401(k) Plan & Trust · Sponsored by Opportunities, Inc. · Montana · Healthcare & Social Assistance

$1M in assets, 120 participants

Opportunities, Inc.'s Opportunities, Inc. 401(k) Plan & Trust reported $1M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,464 in Healthcare & Social Assistance (20,060 peers)

Coverage in Montana

Opportunities, Inc. 401(k) Plan & Trust covers 120 participants in Montana, about 44% of the average Montana filer (state average ~271 per filing). Assets: $1M.

#4,464
in Healthcare & Social Assistance (20,060 peers)
-7.6%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportunities, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Opportunities, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$1,008,673 25th percentile higher than 25% 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

Opportunities, Inc. 401(k) Plan & Trust 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. Opportunities, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 810295813 · Opportunities, Inc. PY 2022 · 401(k)

Opportunities, Inc. 401(k) Plan & Trust · $1M · 120 · 25th

  • EOY $1M
  • 5500 120
  • ASSETS 25th
  • PCT 401(k)
  • EIN near Csg Professional Services 401(k) Plan
  • RANK ind #4464

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 Montana →

Opportunities, Inc. 401(k) Plan & Trust in the asset neighbourhood

Opportunities, Inc. 401(k) Plan & TrustOpportunities, Inc. 401(k) P…$1MCsg Professional Services 401(k) PlanCsg Professional Services 40…$1MFoxfire Medical Retirement PlanFoxfire Medical Retirement P…$1MGolden Age Investments 401(k)$1MAdams Extract & Spice, LLC 401(k) PlanAdams Extract & Spice, LLC 4…$1M
End-of-year total assets ($M) among Opportunities, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$86K
Employer EIN810295813
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Opportunities, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Opportunities, Inc. 401(k) Plan & Trust, Total assets ($M): 1.008673 · Participants: 120Opportunities, Inc. 401(k) Plan & TrustFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Opportunities, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Opportunities, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Opportunities, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Csg Professional Services 401(k) Plan in OR ($1M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Opportunities, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Opportunities, Inc. 401(k) Plan & Trust pulled back noticeably - down 7.6% during 2022, from $1M to $1M. Reported net income was -$86K.
Where does Opportunities, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Opportunities, Inc. 401(k) Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Opportunities, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Csg Professional Services 401(k) Plan in OR ($1M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Opportunities, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 810295813.

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.