Other
2022 plan-year Other DOL Form 5500

OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OPPORTUNITY RESOURCES, INC.

This Other plan holds $3M in total assets and serves 292 participants as of 2022. It is sponsored by OPPORTUNITY RESOURCES, INC. in Montana. The plan reported a net loss of $761K for the year.

Total Assets (2023)
$3M
Participants
292
State
Industry
Healthcare & Social Assistance

What the Filing Says About OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN

OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN is a Other retirement plan sponsored by OPPORTUNITY RESOURCES, INC., headquartered in Montana. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 292 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 810247708, and the plan has been effective since 1996-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 18.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-761,426 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-761,426
Plan TypeOther
Employer EIN810247708
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN?
As of the 2022 Form 5500 filing, OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN holds $3M in total assets with 292 participants. It is sponsored by OPPORTUNITY RESOURCES, INC..
What type of plan is OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN?
OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN is a Other plan. It has been effective since 1996-03-01. The plan is filed with the U.S. Department of Labor under EIN 810247708.
Who sponsors the OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN?
OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN is sponsored by OPPORTUNITY RESOURCES, INC., located in Montana. The sponsor's EIN is 810247708 and the plan operates in the Healthcare & Social Assistance industry.
How did OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN perform in 2022?
OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN declined by 18.3% during 2022, moving from $4M to $3M in total assets. Net income was $-761,426.
Where can I find official filings for OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN?
Official Form 5500 filings for OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 810247708 or plan name at efast.dol.gov.
How does OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN compare to other plans?
You can compare OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN against other Other plans on the plan type page, or view plans in Montana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 810247708.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.