Other · DOL Form 5500 · 2023

Opportunity International, Inc Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
64
Participants Small participant base
70th
Percentile by assets National rank
$273,045
Avg per participant High balance/head
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Official DOL plan name: Opportunity International Employees' 403(b) Program · Sponsored by Opportunity International, Inc · Illinois · Other Services

$17M in assets, 64 participants

Opportunity International, Inc's Opportunity International Employees' 403(b) Program reported $17M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,568 in Other Services (7,857 peers)

Opportunity International, Inc multi-year trail

Opportunity International, Inc's plans moved +43.2% in assets from 2022 to 2024; this filing shows Opportunity International Employees' 403(b) Program at $17M / 64 participants.

#6,568
in Other Services (7,857 peers)
+20.4%
assets growth YoY

Opportunity International Employees' 403(b) Program's outsized position by total assets

Opportunity International Employees' 403(b) Program vs every filed plan by assets

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

$17,474,877 Top 30% higher than 70% 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 International Employees' 403(b) Program among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportunity International Employees' 403(b) Program is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opportunity International Employees' 403(b) Program reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Opportunity International Employees' 403(b) Program end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Opportunity International Employees' 403(b) Program reported participants rose from 60 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540907624 · Opportunity International, Inc PY 2023 · Other

Opportunity International Employees' 403(b) Program · $17M · 64 · 70th

  • SCH $17M
  • SCH 64
  • SCH 70th
  • SCH Other
  • SCH near Rumsey Hall School 403(b) DC Plan
  • SCH ind #6568

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 Illinois →

Opportunity International Employees' 403(b) Program in the asset neighbourhood

United Hospital District 403(b) PlanUnited Hospital District 403…$17MCounterpart International Inc. Tax-Deferred Annuity 403(b) PlanCounterpart International In…$17MOpportunity International Employees' 403(b) ProgramOpportunity International Em…$17MRumsey Hall School 403(b) DC PlanRumsey Hall School 403(b) DC…$17MCommunity Services for Children, Inc. Profit Sharing PlanCommunity Services for Child…$17M
End-of-year total assets ($M) among Opportunity International Employees' 403(b) Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Opportunity International, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity International, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.19247122107712% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.8M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 60 $15M
2023 1 64 $17M
2024 1 67 $21M

Opportunity International, Inc filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN540907624
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

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

Opportunity International Employees' 403(b) Program vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Opportunity International Employees' 403(b) Program, Total assets ($B): 0.017474877 · Participants: 64Opportunity International Employees' 403(b) ProgramNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Opportunity International Employees' 403(b) Program vs. nearby Other plans in Illinois, assets vs. participants
Compare Opportunity International Employees' 403(b) Program side-by-side with 3 peers →

Opportunity International Employees' 403(b) Program's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Rumsey Hall School 403(b) DC Plan in CT ($17M); by covered participants it is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH (64 participants). Same-state nearby plans are listed separately above.

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 International Employees' 403(b) Program assets move in 2023? ▼
Opportunity International Employees' 403(b) Program grew sharply - up 20.4% during 2023, from $15M to $17M. Reported net income was $3M.
How have Opportunity International, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity International, Inc's sponsor-wide assets grew 43.2%, from $15M to $21M.
Which Other plans are similar in size to Opportunity International Employees' 403(b) Program? ▼
Among Other plans in other states, the closest by assets is Rumsey Hall School 403(b) DC Plan in CT ($17M, 104 participants).
Which Other plans cover a similar participant headcount to Opportunity International Employees' 403(b) Program? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH (64 participants, $345M 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 540907624.

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.