Other · DOL Form 5500 · 2024

Opportunity Alliance Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 460
Participants Below avg headcount: 67th
Percentile by assets National rank: $36,963
Avg per participant Low balance/head

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Official DOL plan name: Opportunity Alliance 403(b) Plan · Sponsored by Opportunity Alliance · Maine · Healthcare & Social Assistance

$17M in assets, 460 participants

Opportunity Alliance's Opportunity Alliance 403(b) Plan reported $17M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

#12,164 in Healthcare & Social Assistance (16,916 peers)

Opportunity Alliance multi-year trail

Opportunity Alliance's plans moved +29.4% in assets from 2022 to 2024; this filing shows Opportunity Alliance 403(b) Plan at $17M / 460 participants.

#12,164
in Healthcare & Social Assistance (16,916 peers): +9.0%
assets growth YoY

Opportunity Alliance 403(b) Plan's outsized position by total assets

Opportunity Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,002,853 Top 33% higher than 67% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Opportunity Alliance 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportunity Alliance 403(b) Plan sits mid-pack in the medium band (460 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Opportunity Alliance 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Opportunity Alliance 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Opportunity Alliance 403(b) Plan reported participants rose from 436 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010274725 · Opportunity Alliance PY 2024 · Other

Opportunity Alliance 403(b) Plan · $17M · 460 · 67th

NET $17M
NET 460
NET 67th
NET Other
NET near Pcc Community Wellness Center 403(b) Plan
NET ind #12164

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 Maine →

End-of-year total assets ($M) among Opportunity Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Opportunity Alliance multi-year asset trail

Latest sponsor-wide plan assets: $17M 29.356208600120613% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	499	$13M
2023	1	436	$16M
2024	1	460	$17M

Opportunity Alliance filing trail (2024)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$17M
Net Income	$1M
Employer EIN	010274725
Plan Effective Date	1999-02-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Maine

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

Opportunity Alliance 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants

Mainehealth 403(b) Retirement Plan $2.5B · 22,911
Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
Jax 403(b) Retirement Plan $603M · 2,735
Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
Colby College Retirement Plan $297M · 978

Compare Opportunity Alliance 403(b) Plan side-by-side with 3 peers →

Opportunity Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Pcc Community Wellness Center 403(b) Plan in IL ($17M); by covered participants it is American College of Surgeons Long Term Savings Plan in IL (460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Pcc Community Wellness Center 403(b) Plan (IL) $17M · 596
403(b) Thrift Plan for Child Care Associates (TX) $17M · 431
Children's Day School Defined Contribution Retirement Plan (CA) $17M · 110
Canterbury School 403(b) Retirement Plan (FL) $17M · 199

Similar participant headcount

Nearest other-state filings by covered participants (460 participants); asset peers above are excluded.

American College of Surgeons Long Term Savings Plan (IL) 460 · 0 off
Tax Deferred Annuity Retirement Plan (NY) 460 · 0 off
Sante Group Companies 403b Retirement Plan (MD) 460 · 0 off
Emerald Heights 403(b) Plan (WA) 461 · 1 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Opportunity Alliance 403(b) Plan assets move in 2024? ▼

Opportunity Alliance 403(b) Plan grew at a solid clip - up 9.0% during 2024, from $16M to $17M. Reported net income was $1M.

How have Opportunity Alliance plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Opportunity Alliance's sponsor-wide assets grew 29.4%, from $13M to $17M.

Which Other plans are similar in size to Opportunity Alliance 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Pcc Community Wellness Center 403(b) Plan in IL ($17M, 596 participants).

Which Other plans cover a similar participant headcount to Opportunity Alliance 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is American College of Surgeons Long Term Savings Plan in IL (460 participants, $74M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010274725.