Other · DOL Form 5500 · 2023

Opportunity Partners, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
319
Participants Below avg headcount
65th
Percentile by assets National rank
$42,446
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Partners Retirement Plan · Sponsored by Opportunity Partners, Inc. · Minnesota · Healthcare & Social Assistance

$14M in assets, 319 participants

Opportunity Partners, Inc.'s Opportunity Partners Retirement Plan reported $14M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,428 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Opportunity Partners Retirement Plan covers 319 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#12,428
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY

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

Opportunity Partners Retirement Plan vs every filed plan by assets

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

$13,540,184 Top 35% higher than 65% 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 Partners Retirement 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 Partners Retirement Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Partners Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Opportunity Partners Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Opportunity Partners Retirement Plan reported participants fell from 324 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410737221 · Opportunity Partners, Inc. PY 2023 · Other

Opportunity Partners Retirement Plan · $14M · 319 · 65th

  • 5500 $14M
  • ASSETS 319
  • PCT 65th
  • EIN Other
  • RANK near Fenimore Art Museum and the Farmers Museum Retirement Plan
  • PHOTO ind #12428

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 Minnesota →

Opportunity Partners Retirement Plan in the asset neighbourhood

Rocky Hill Country Day School 403(b) Retirement PlanRocky Hill Country Day Schoo…$14MOpportunity Partners Retirement PlanOpportunity Partners Retirem…$14MFenimore Art Museum and the Farmers Museum Retirement PlanFenimore Art Museum and the …$14MSafe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc.Safe-Harbor 403(b) Thrift Pl…$14MOakland Museum of California 403(b) DC PlanOakland Museum of California…$14M
End-of-year total assets ($M) among Opportunity Partners Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN410737221
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportunity Partners, Inc.)

Sponsor-wide plan assets over time

All Opportunity Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.43459293038177% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.3M $15M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 324 $12M
2023 1 319 $14M
2024 1 322 $15M

Nearby Other Plans in Minnesota

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

Opportunity Partners Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Opportunity Partners Retirement Plan, Total assets ($B): 0.013540184 · Participants: 319Opportunity Partners Retirement PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Opportunity Partners Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Opportunity Partners Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest Other by assets is Fenimore Art Museum and the Farmers Museum Retirement Plan in NY ($14M); by covered participants it is New York State Technology Enterprise Corporation 403b Retirement Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Opportunity Partners Retirement Plan assets move in 2023? ▼
Opportunity Partners Retirement Plan grew at a solid clip - up 10.2% during 2023, from $12M to $14M. Reported net income was $1M.
How have Opportunity Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Partners, Inc.'s sponsor-wide assets grew 22.4%, from $12M to $15M.
Which Other plans are similar in size to Opportunity Partners Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Fenimore Art Museum and the Farmers Museum Retirement Plan in NY ($14M, 132 participants).
Which Other plans cover a similar participant headcount to Opportunity Partners Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New York State Technology Enterprise Corporation 403b Retirement Plan in NY (319 participants, $58M 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 410737221.

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.