Profit Sharing · DOL Form 5500 · 2023

The Opportunity Plan, Inc. Profit Sharing Plan

Data updated 2026-08-25

$901K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$225,331
Avg per participant Above avg balance/head
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Official DOL plan name: Opportunity Plan, Inc. Employees' Profit Sharing Plan · Sponsored by The Opportunity Plan, Inc. · Texas · Other Services

$901K in assets, 4 participants

The Opportunity Plan, Inc.'s Opportunity Plan, Inc. Employees' Profit Sharing Plan reported $901K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,670 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Opportunity Plan, Inc. Employees' Profit Sharing Plan ranks #3,670 of 7,857 2023 filers by assets (2227% of the sector average)-$901K for 4 participants.

#3,670
in Other Services (7,857 peers)
+3.9%
assets growth YoY

Opportunity Plan, Inc. Employees' Profit Sharing Plan among the smaller filed plans by assets

Opportunity Plan, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$901,323 23rd percentile higher than 23% 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 Plan, Inc. Employees' Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportunity Plan, Inc. Employees' Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity Plan, Inc. Employees' Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Opportunity Plan, Inc. Employees' Profit Sharing Plan reported net income fell from $36K in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Opportunity Plan, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $868K in the plan year 2022 filing to $901K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 756020405 · The Opportunity Plan, Inc. PY 2023 · Profit Sharing

Opportunity Plan, Inc. Employees' Profit Sharing Plan · $901K · 4 · 23rd

  • BOOK $901K
  • VS-ST 4
  • BOY 23rd
  • SCH Profit Sharing
  • EBSA near Kmmck Education Link, Inc. Profit Sharing Plan
  • PART ind #3670

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 Other Services retirement plans → · Plans in Texas →

Opportunity Plan, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Opportunity Plan, Inc. Employees' Profit Sharing PlanOpportunity Plan, Inc. Emplo…$901KKmmck Education Link, Inc. Profit Sharing PlanKmmck Education Link, Inc. P…$901KTall Grass Windows Inc. Retirement PlanTall Grass Windows Inc. Reti…$901KOwosso Bolt & Brass Co. Profit Sharing PlanOwosso Bolt & Brass Co. Prof…$901KJohn Mini, Distinctive Landscapes Ltd. Profit Sharing TrustJohn Mini, Distinctive Lands…$901K
End-of-year total assets ($M) among Opportunity Plan, Inc. Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$868K
Net Assets (End of Year)$901K
Net Income$33K
Employer EIN756020405
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Opportunity Plan, Inc.)

Sponsor-wide plan assets over time

All The Opportunity Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$908K 4.608496169476331% vs 2022
2024 filing year
$0.86M$0.88M$0.9M$0.92M 202220232024 $0.87M $0.91M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 5 $868K
2023 1 4 $901K
2024 1 4 $908K

Nearby Profit Sharing Plans in Texas

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

Opportunity Plan, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Opportunity Plan, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.000901323 · Participants: 4Opportunity Plan, Inc. Employees' Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Opportunity Plan, Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Opportunity Plan, Inc. Employees' Profit Sharing Plan side-by-side with 3 peers →

Opportunity Plan, Inc. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Kmmck Education Link, Inc. Profit Sharing Plan in FL ($901K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Plan, Inc. Employees' Profit Sharing Plan assets move in 2023? ▼
Opportunity Plan, Inc. Employees' Profit Sharing Plan edged up modestly - up 3.9% during 2023, from $868K to $901K. Reported net income was $33K.
How have The Opportunity Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Opportunity Plan, Inc.'s sponsor-wide assets grew 4.6%, from $868K to $908K.
Where does Opportunity Plan, Inc. Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Opportunity Plan, Inc. Employees' Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Opportunity Plan, Inc. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kmmck Education Link, Inc. Profit Sharing Plan in FL ($901K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Opportunity Plan, Inc. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 756020405.

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.