401(k) · DOL Form 5500 · 2024

Opportune LLP 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
271
Participants Below avg headcount
75th
Percentile by assets National rank
$94,791
Avg per participant Below avg balance/head
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Official DOL plan name: Opportune LLP 401(k) Plan · Sponsored by Opportune LLP · Texas · Professional & Technical Services

$26M in assets, 271 participants

Opportune LLP's Opportune LLP 401(k) Plan reported $26M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,065 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Opportune LLP 401(k) Plan covers 271 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#15,065
in Professional & Technical Services (20,173 peers)
+19.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Opportune LLP 401(k) Plan's outsized position by total assets

Opportune LLP 401(k) Plan vs every filed plan by assets

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

$25,688,374 Top 25% higher than 75% of 123,620 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 2024

Opportune LLP 401(k) 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. Opportune LLP 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Opportune LLP 401(k) Plan reported participants rose from 214 in the plan year 2023 filing to 271 in the plan year 2024 filing.
  • Opportune LLP 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Opportune LLP 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202958287 · Opportune LLP PY 2024 · 401(k)

Opportune LLP 401(k) Plan · $26M · 271 · 75th

  • EOY $26M
  • 5500 271
  • ASSETS 75th
  • PCT 401(k)
  • EIN near California Pacific Orthopaedics & Sports Medicine Ps Plan
  • RANK ind #15065

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 Professional & Technical Services retirement plans → · Plans in Texas →

Opportune LLP 401(k) Plan in the asset neighbourhood

Opportune LLP 401(k) Plan$26MCalifornia Pacific Orthopaedics & Sports Medicine Ps PlanCalifornia Pacific Orthopaed…$26MPurchasing Power 401(k) Plan$26MLine 6 401(k)$26MNorthern Clearing 401(k) Plan$26M
End-of-year total assets ($M) among Opportune LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN202958287
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportune LLP)

Sponsor-wide plan assets over time

All Opportune LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 56.479956414314735% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $25.7M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 187 $16M
2023 1 214 $22M
2024 1 271 $26M

Nearby 401(k) Plans in Texas

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

Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Opportune LLP 401(k) Plan, Total assets ($B): 0.025688374 · Participants: 271Opportune LLP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Opportune LLP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Opportune LLP 401(k) Plan side-by-side with 3 peers →

Opportune LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is California Pacific Orthopaedics & Sports Medicine Ps Plan in CA ($26M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.

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 Opportune LLP 401(k) Plan assets move in 2024? ▼
Opportune LLP 401(k) Plan grew sharply - up 19.4% during 2024, from $22M to $26M. Reported net income was $4M.
How have Opportune LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportune LLP's sponsor-wide assets grew 56.5%, from $16M to $26M.
Where does Opportune LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Opportune LLP 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Pacific Orthopaedics & Sports Medicine Ps Plan in CA ($26M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Opportune LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 202958287.

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.