Other · DOL Form 5500 · 2022

Opportunity Resources, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
292
Participants Below avg headcount
43rd
Percentile by assets National rank
$11,679
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Resources, Inc. 403b Retirement Plan · Sponsored by Opportunity Resources, Inc. · Montana · Healthcare & Social Assistance

$3M in assets, 292 participants

Opportunity Resources, Inc.'s Opportunity Resources, Inc. 403b Retirement Plan reported $3M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,451 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Opportunity Resources, Inc. 403b Retirement Plan declined sharply 18.3% in 2022 ($4M → $3M) for 292 participants.

#9,451
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

The plan reported a net loss of $761K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Opportunity Resources, Inc. 403b Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Opportunity Resources, Inc. 403b Retirement Plan vs every filed plan by assets

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

$3,410,298 43rd percentile higher than 43% 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 Resources, Inc. 403b Retirement 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 Resources, Inc. 403b Retirement Plan sits mid-pack in the medium band (292 participants).

Form 5500 schedule snapshot

Filing strip 810247708 · Opportunity Resources, Inc. PY 2022 · Other

Opportunity Resources, Inc. 403b Retirement Plan · $3M · 292 · 43rd

  • PART $3M
  • TYPE 292
  • NET 43rd
  • BOOK Other
  • VS-ST near Asian Americans for Equality, Inc. 403(b) Plan
  • BOY ind #9451

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 →

Opportunity Resources, Inc. 403b Retirement Plan in the asset neighbourhood

Life Management Center of Northwest Florida, Inc. 403(b) PlanLife Management Center of No…$3MOpportunity Resources, Inc. 403b Retirement PlanOpportunity Resources, Inc. …$3MAsian Americans for Equality, Inc. 403(b) PlanAsian Americans for Equality…$3MHigh Mowing School, Inc. 403(b) DC PlanHigh Mowing School, Inc. 403…$3MSaint Francis House, Inc. 403(b) Savings PlanSaint Francis House, Inc. 40…$3M
End-of-year total assets ($M) among Opportunity Resources, Inc. 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

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

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Opportunity Resources, Inc. 403b Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants Opportunity Resources, Inc. 403b Retirement Plan, Total assets ($M): 3.410298 · Participants: 292Opportunity Resources, Inc. 403b Retirement PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 50.61008 · Participants: 2620Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 47.109914 · Participants: 310Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 26.15548 · Participants: 253Rocky Mountain College Defined Contribution Retirement Plan
Opportunity Resources, Inc. 403b Retirement Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Opportunity Resources, Inc. 403b Retirement Plan side-by-side with 3 peers →

Opportunity Resources, Inc. 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Asian Americans for Equality, Inc. 403(b) Plan in NY ($3M); by covered participants it is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Resources, Inc. 403b Retirement Plan assets move in 2022? ▼
Opportunity Resources, Inc. 403b Retirement Plan declined sharply - down 18.3% during 2022, from $4M to $3M. Reported net income was -$761K.
Which Other plans are similar in size to Opportunity Resources, Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Asian Americans for Equality, Inc. 403(b) Plan in NY ($3M, 120 participants).
Which Other plans cover a similar participant headcount to Opportunity Resources, Inc. 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants, $5M 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 810247708.

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.