Other · DOL Form 5500 · 2022

Opportunity Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
140
Participants Small participant base
44th
Percentile by assets National rank
$25,338
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Foundation Employee Retirement Plan · Sponsored by Opportunity Foundation, Inc. · North Dakota · Healthcare & Social Assistance

$4M in assets, 140 participants

Opportunity Foundation, Inc.'s Opportunity Foundation Employee Retirement Plan reported $4M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,644 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Dakota

Opportunity Foundation Employee Retirement Plan covers 140 participants in North Dakota, about 28% of the average North Dakota filer (state average ~504 per filing). Assets: $4M.

#9,644
in Healthcare & Social Assistance (20,060 peers)
+17.6%
assets growth YoY

Opportunity Foundation Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Opportunity Foundation Employee Retirement Plan vs every filed plan by assets

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

$3,547,337 44th percentile higher than 44% 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 Foundation Employee 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 Foundation Employee Retirement Plan sits mid-pack in the medium band (140 participants).

Form 5500 schedule snapshot

Filing strip 450373040 · Opportunity Foundation, Inc. PY 2022 · Other

Opportunity Foundation Employee Retirement Plan · $4M · 140 · 44th

  • BOOK $4M
  • VS-ST 140
  • BOY 44th
  • SCH Other
  • EBSA near Tarc 403b Retirement Plan
  • PART ind #9644

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 North Dakota →

Opportunity Foundation Employee Retirement Plan in the asset neighbourhood

Opportunity Foundation Employee Retirement PlanOpportunity Foundation Emplo…$4MTarc 403b Retirement Plan$4MEmployee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.Employee Benefit Plan of Sco…$4MSfsl Affiliates 403(b) Retirement PlanSfsl Affiliates 403(b) Retir…$4MBehavioral Health Resources Retirement PlanBehavioral Health Resources …$4M
End-of-year total assets ($M) among Opportunity Foundation Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Dakota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$531K
Employer EIN450373040
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Dakota

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

Opportunity Foundation Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -50050100150200 Total assets ($M) Participants Opportunity Foundation Employee Retirement Plan, Total assets ($M): 3.547337 · Participants: 140Opportunity Foundation Employee Retirement PlanSanford 403(b) Retirement Savings Plan, Total assets ($M): 179.394843 · Participants: 6516Sanford 403(b) Retirement Savings PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 160.344677 · Participants: 1562The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 56.315217 · Participants: 452University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 24.339631 · Participants: 301West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanUniversity of Jamestown 403(b) DC Plan, Total assets ($M): 21.14868 · Participants: 317University of Jamestown 403(b) DC Plan
Opportunity Foundation Employee Retirement Plan vs. nearby Other plans in North Dakota, assets vs. participants

Opportunity Foundation Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Tarc 403b Retirement Plan in LA ($4M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Foundation Employee Retirement Plan assets move in 2022?
Opportunity Foundation Employee Retirement Plan grew sharply - up 17.6% during 2022, from $3M to $4M. Reported net income was $531K.
Which Other plans are similar in size to Opportunity Foundation Employee Retirement Plan?
Among Other plans in other states, the closest by assets is Tarc 403b Retirement Plan in LA ($4M, 85 participants).
Which Other plans cover a similar participant headcount to Opportunity Foundation Employee Retirement Plan?
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants, $100M in assets).