Other · DOL Form 5500 · 2023

Opportunity International, Inc Retirement Plan

Data updated 2026-08-11

$17M
Total assets
64
Participants
70th
Percentile by assets
$273,045
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
64
covered participants
70th
percentile by assets (of 127,072 plans)
$273,045
avg assets per participant

Where Opportunity International Employees' 403(b) Program sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Other Services

Opportunity International, Inc across 3 plan years on file

Across the 3 plan years Opportunity International, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $21M, a gain of 43.2%, while reported participants moved from 60 to 67 (+11.7%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($15M).

Opportunity International, Inc multi-year asset trail

$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.8M ▲ +43.2%
Total plan assets by year, all Opportunity International, Inc plans on file
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 ($B) Participants Opportunity Internat…, Total assets ($B): 0.017474877 · Participants: 64Opportunity Internat…Northwestern Univers…, Total assets ($B): 4.022176874 · Participants: 9440Northwestern Univers…The University of Ch…, Total assets ($B): 3.494522229 · Participants: 4796The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.734364044 · Participants: 8254The University of Ch…Argonne National Lab…, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Lab…
Opportunity International Employees' 403(b) Program vs. nearby Other plans in Illinois, assets vs. participants
Compare Opportunity International Employees' 403… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Opportunity International Employees' 403(b) Program by total assets, not by location.

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).

Next read for Opportunity International Employees' 403…

Multi-year trail

Ways to act on Opportunity International Employees' 403(b) Program's numbers.

  • By total assets, Opportunity International Employees' 403(b) Program ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
  • Opportunity International, Inc's sponsor-wide assets have grown 43.2% since 2022 across 3 plan years on file. More Other Services plans

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.