Other · DOL Form 5500 · 2023
Opportunities Inc of Jefferson Co Unty Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $35,973
- Avg per participant Low balance/head
Official DOL plan name: 403 B Thrift Plan of Opportunities Inc of Jefferson County · Sponsored by Opportunities Inc of Jefferson Co Unty · Wisconsin · Healthcare & Social Assistance
$10M in assets, 265 participants
Opportunities Inc of Jefferson Co Unty's 403 B Thrift Plan of Opportunities Inc of Jefferson County reported $10M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,178 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
403 B Thrift Plan of Opportunities Inc of Jefferson County covers 265 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.
- #11,178
- in Healthcare & Social Assistance (17,684 peers)
- +16.8%
- assets growth YoY
403 B Thrift Plan of Opportunities Inc of Jefferson County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403 B Thrift Plan of Opportunities Inc of Jefferson County vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,532,751 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403 B Thrift Plan of Opportunities Inc of Jefferson County 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. 403 B Thrift Plan of Opportunities Inc of Jefferson County sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403 B Thrift Plan of Opportunities Inc of Jefferson County reported net income rose from -$791K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403 B Thrift Plan of Opportunities Inc of Jefferson County reported participants rose from 211 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- 403 B Thrift Plan of Opportunities Inc of Jefferson County end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391078133 · Opportunities Inc of Jefferson Co Unty PY 2023 · Other
403 B Thrift Plan of Opportunities Inc of Jefferson County · $10M · 265 · 58th
- RANK $10M
- RANK 265
- RANK 58th
- RANK Other
- RANK near Hardin County Regional Health Center 403(b) Plan
- RANK ind #11178
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 Wisconsin →
403 B Thrift Plan of Opportunities Inc of Jefferson County in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 391078133 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opportunities Inc of Jefferson Co Unty)
Sponsor-wide plan assets over time
All Opportunities Inc of Jefferson Co Unty plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 30.41282159265119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $8M |
| 2023 | 1 | 265 | $10M |
| 2024 | 1 | 253 | $11M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
403 B Thrift Plan of Opportunities Inc of Jefferson County's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Hardin County Regional Health Center 403(b) Plan in TN ($10M); by covered participants it is Dwight Englewood School 403(b) Retirement Savings Plan in NJ (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 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.