401(k) · DOL Form 5500 · 2023

Opportunity Financial, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
471
Participants Below avg headcount
74th
Percentile by assets National rank
$47,094
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Financial, LLC 401(k) Plan · Sponsored by Opportunity Financial, LLC · Illinois · Finance & Insurance

$22M in assets, 471 participants

Opportunity Financial, LLC's Opportunity Financial, LLC 401(k) Plan reported $22M in total assets and 471 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.

  • #5,467 in Finance & Insurance (8,869 peers)

Opportunity Financial, LLC multi-year trail

Opportunity Financial, LLC's plans moved +69.4% in assets from 2022 to 2024; this filing shows Opportunity Financial, LLC 401(k) Plan at $22M / 471 participants.

#5,467
in Finance & Insurance (8,869 peers)
+34.9%
assets growth YoY

Opportunity Financial, LLC 401(k) Plan's outsized position by total assets

Opportunity Financial, LLC 401(k) Plan vs every filed plan by assets

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

$22,181,089 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

Opportunity Financial, LLC 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. Opportunity Financial, LLC 401(k) Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Financial, LLC 401(k) Plan reported net income rose from -$707K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Opportunity Financial, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Opportunity Financial, LLC 401(k) Plan reported participants fell from 570 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271061911 · Opportunity Financial, LLC PY 2023 · 401(k)

Opportunity Financial, LLC 401(k) Plan · $22M · 471 · 74th

  • TYPE $22M
  • NET 471
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Ironform 401(k) Plan
  • SCH ind #5467

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 Finance & Insurance retirement plans → · Plans in Illinois →

Opportunity Financial, LLC 401(k) Plan in the asset neighbourhood

Opportunity Financial, LLC 401(k) PlanOpportunity Financial, LLC 4…$22MIronform 401(k) Plan$22MPlauche, Smith & Nieset 401(k) PlanPlauche, Smith & Nieset 401(…$22MPersonal Computers, Inc.$22MAssociated Sales & Bag Company 401(k) Savings PlanAssociated Sales & Bag Compa…$22M
End-of-year total assets ($M) among Opportunity Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Opportunity Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 69.3868487123182% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $27.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 570 $16M
2023 1 471 $22M
2024 1 479 $28M

Opportunity Financial, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN271061911
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Opportunity Financial, LLC 401(k) Plan, Total assets ($B): 0.022181089 · Participants: 471Opportunity Financial, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Opportunity Financial, LLC 401(k) Plan side-by-side with 3 peers →

Opportunity Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ironform 401(k) Plan in MO ($22M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 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 (471 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 Financial, LLC 401(k) Plan assets move in 2023? ▼
Opportunity Financial, LLC 401(k) Plan surged - up 34.9% during 2023, from $16M to $22M. Reported net income was $6M.
How have Opportunity Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Financial, LLC's sponsor-wide assets grew 69.4%, from $16M to $28M.
Which 401(k) plans are similar in size to Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ironform 401(k) Plan in MO ($22M, 806 participants).
Which 401(k) plans cover a similar participant headcount to Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 271061911.

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.