401(k) · DOL Form 5500 · 2024

Opportunity Financial, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
479
Participants Below avg headcount
76th
Percentile by assets National rank
$58,148
Avg per participant Low balance/head
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Official DOL plan name: Opportunity Financial, LLC 401(k) Plan · Sponsored by Opportunity Financial, LLC · Illinois · Finance & Insurance

$28M in assets, 479 participants

Opportunity Financial, LLC's Opportunity Financial, LLC 401(k) Plan reported $28M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,391 in Finance & Insurance (8,549 peers)

Where Opportunity Financial, LLC 401(k) Plan sits by assets

Opportunity Financial, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 479 participants (~$58,148/participant), up 25.6% in 2024.

#5,391
in Finance & Insurance (8,549 peers)
+25.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Opportunity Financial, LLC 401(k) Plan's outsized position by total assets

Opportunity Financial, LLC 401(k) Plan vs every filed plan by assets

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

$27,852,869 Top 24% higher than 76% 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

Opportunity Financial, LLC 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. Opportunity Financial, LLC 401(k) Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Opportunity Financial, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Opportunity Financial, LLC 401(k) Plan reported participants rose from 471 in the plan year 2023 filing to 479 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271061911 · Opportunity Financial, LLC PY 2024 · 401(k)

Opportunity Financial, LLC 401(k) Plan · $28M · 479 · 76th

  • EBSA $28M
  • EBSA 479
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Kenosha Beef International 401(k) Plan
  • EBSA ind #5391

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 Finance & Insurance retirement plans → · Plans in Illinois →

Opportunity Financial, LLC 401(k) Plan in the asset neighbourhood

General Insulation Company 401(k) Profit Sharing PlanGeneral Insulation Company 4…$28MOpportunity Financial, LLC 401(k) PlanOpportunity Financial, LLC 4…$28MKenosha Beef International 401(k) PlanKenosha Beef International 4…$28MEduro Healthcare Retirement PlanEduro Healthcare Retirement …$28MHsc Acquisition, LLC 401(k) PlanHsc Acquisition, LLC 401(k) …$28M
End-of-year total assets ($M) among Opportunity Financial, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN271061911
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportunity Financial, LLC)

Sponsor-wide plan assets over time

All Opportunity Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 69.3868487123182% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.4M $27.9M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 570 $16M
2023 1 471 $22M
2024 1 479 $28M

Nearby 401(k) Plans in Illinois

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

Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Opportunity Financial, LLC 401(k) Plan, Total assets ($B): 0.027852869 · Participants: 479Opportunity Financial, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Opportunity Financial, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Opportunity Financial, LLC 401(k) Plan side-by-side with 3 peers →

Opportunity Financial, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kenosha Beef International 401(k) Plan in WI ($28M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Opportunity Financial, LLC 401(k) Plan assets move in 2024? ▼
Opportunity Financial, LLC 401(k) Plan grew sharply - up 25.6% during 2024, from $22M to $28M. Reported net income was $6M.
How have Opportunity Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity Financial, LLC's sponsor-wide assets grew 69.4%, from $16M to $28M.
Where does Opportunity Financial, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Opportunity Financial, LLC 401(k) Plan ranks in the 76th 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 Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenosha Beef International 401(k) Plan in WI ($28M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Opportunity Financial, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonnenalp Properties Profit Sharing Plan in CO (479 participants, N/A 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 271061911.

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.