401(k) · DOL Form 5500 · 2023

Opportune LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
214
Participants Below avg headcount
74th
Percentile by assets National rank
$100,557
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Opportune LLP 401(k) Plan · Sponsored by Opportune LLP · Texas · Professional & Technical Services

$22M in assets, 214 participants

Opportune LLP's Opportune LLP 401(k) Plan reported $22M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,029 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Opportune LLP 401(k) Plan covers 214 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $22M.

#15,029
in Professional & Technical Services (20,321 peers)
+31.1%
assets growth YoY

Opportune LLP 401(k) Plan's outsized position by total assets

Opportune LLP 401(k) Plan vs every filed plan by assets

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

$21,519,187 Top 26% higher than 74% 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

Opportune LLP 401(k) 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. Opportune LLP 401(k) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportune LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Opportune LLP 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Opportune LLP 401(k) Plan reported participants rose from 187 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202958287 · Opportune LLP PY 2023 · 401(k)

Opportune LLP 401(k) Plan · $22M · 214 · 74th

  • BOOK $22M
  • VS-ST 214
  • BOY 74th
  • SCH 401(k)
  • EBSA near South Atlantic, LLC 401(k) Retirement Plan
  • PART ind #15029

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 Professional & Technical Services retirement plans → · Plans in Texas →

Opportune LLP 401(k) Plan in the asset neighbourhood

Opportune LLP 401(k) Plan$22MSouth Atlantic, LLC 401(k) Retirement PlanSouth Atlantic, LLC 401(k) R…$22MInvolta, LLC 401(k) Retirement PlanInvolta, LLC 401(k) Retireme…$22MAshley Industrial Molding, Inc. 401(k) PlanAshley Industrial Molding, I…$22M2 Circle, Inc. 401(k)$22M
End-of-year total assets ($M) among Opportune LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN202958287
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportune LLP)

Sponsor-wide plan assets over time

All Opportune LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 56.479956414314735% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.7M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 187 $16M
2023 1 214 $22M
2024 1 271 $26M

Nearby 401(k) Plans in Texas

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

Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Opportune LLP 401(k) Plan, Total assets ($B): 0.021519187 · Participants: 214Opportune LLP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Opportune LLP 401(k) Plan side-by-side with 3 peers →

Opportune LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is South Atlantic, LLC 401(k) Retirement Plan in NC ($22M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.

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 Opportune LLP 401(k) Plan assets move in 2023? ▼
Opportune LLP 401(k) Plan surged - up 31.1% during 2023, from $16M to $22M. Reported net income was $5M.
How have Opportune LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportune LLP's sponsor-wide assets grew 56.5%, from $16M to $26M.
Which 401(k) plans are similar in size to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Atlantic, LLC 401(k) Retirement Plan in NC ($22M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 202958287.

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.