Other · DOL Form 5500 · 2023

Opportunity Alliance Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
436
Participants Below avg headcount
68th
Percentile by assets National rank
$35,783
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Opportunity Alliance 403(b) Plan · Sponsored by Opportunity Alliance · Maine · Healthcare & Social Assistance

$16M in assets, 436 participants

Opportunity Alliance's Opportunity Alliance 403(b) Plan reported $16M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,899 in Healthcare & Social Assistance (17,684 peers)

Opportunity Alliance multi-year trail

Opportunity Alliance's plans moved +29.4% in assets from 2022 to 2024; this filing shows Opportunity Alliance 403(b) Plan at $16M / 436 participants.

#12,899
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Opportunity Alliance 403(b) Plan's outsized position by total assets

Opportunity Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,601,286 Top 32% higher than 68% of 127,068 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 2023

Opportunity Alliance 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportunity Alliance 403(b) Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Alliance 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Opportunity Alliance 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Opportunity Alliance 403(b) Plan reported participants fell from 499 in the plan year 2022 filing to 436 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010274725 · Opportunity Alliance PY 2023 · Other

Opportunity Alliance 403(b) Plan · $16M · 436 · 68th

  • BOOK $16M
  • VS-ST 436
  • BOY 68th
  • SCH Other
  • EBSA near 403(b) Thrift Plan Sponsored by Legal Services
  • PART ind #12899

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 Maine →

Opportunity Alliance 403(b) Plan in the asset neighbourhood

Opportunity Alliance 403(b) PlanOpportunity Alliance 403(b) …$16M403(b) Thrift Plan Sponsored by Legal Services403(b) Thrift Plan Sponsored…$16MChinatown Cdc 403(b) Plan$16M401(a) Retirement Plan for Children's Hospital & Research Center at Oakland401(a) Retirement Plan for C…$16MBrownsville Community Health Center Pension PlanBrownsville Community Health…$16M
End-of-year total assets ($M) among Opportunity Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Opportunity Alliance multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$17M 29.356208600120613% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.1M $17M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 499 $13M
2023 1 436 $16M
2024 1 460 $17M

Opportunity Alliance filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN010274725
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Opportunity Alliance 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Opportunity Alliance 403(b) Plan, Total assets ($B): 0.015601286 · Participants: 436Opportunity Alliance 403(b) PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
Opportunity Alliance 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Opportunity Alliance 403(b) Plan side-by-side with 3 peers →

Opportunity Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($16M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Opportunity Alliance 403(b) Plan assets move in 2023? ▼
Opportunity Alliance 403(b) Plan grew sharply - up 18.7% during 2023, from $13M to $16M. Reported net income was $2M.
How have Opportunity Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Alliance's sponsor-wide assets grew 29.4%, from $13M to $17M.
Which Other plans are similar in size to Opportunity Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan Sponsored by Legal Services in NY ($16M, 160 participants).
Which Other plans cover a similar participant headcount to Opportunity Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010274725.

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.