Other · DOL Form 5500 · 2024
Opportunities Inc of Jefferson Co Unty Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 253
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $42,056
- Avg per participant Low balance/head
Official DOL plan name: 403 B Thrift Plan of Opportunities Inc of Jefferson County · Sponsored by Opportunities Inc of Jefferson Co Unty · Wisconsin · Healthcare & Social Assistance
$11M in assets, 253 participants
Opportunities Inc of Jefferson Co Unty's 403 B Thrift Plan of Opportunities Inc of Jefferson County reported $11M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,572 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
403 B Thrift Plan of Opportunities Inc of Jefferson County covers 253 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.
- #10,572
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
403 B Thrift Plan of Opportunities Inc of Jefferson County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403 B Thrift Plan of Opportunities Inc of Jefferson County vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,640,283 Top 43% higher than 57% 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
403 B Thrift Plan of Opportunities Inc of Jefferson County 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. 403 B Thrift Plan of Opportunities Inc of Jefferson County sits mid-pack in the medium band (253 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403 B Thrift Plan of Opportunities Inc of Jefferson County reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403 B Thrift Plan of Opportunities Inc of Jefferson County end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- 403 B Thrift Plan of Opportunities Inc of Jefferson County reported participants fell from 265 in the plan year 2023 filing to 253 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391078133 · Opportunities Inc of Jefferson Co Unty PY 2024 · Other
403 B Thrift Plan of Opportunities Inc of Jefferson County · $11M · 253 · 57th
- ASSETS $11M
- PCT 253
- EIN 57th
- RANK Other
- PHOTO near Glide Foundation 403(b) Plan
- IND ind #10572
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 Wisconsin →
403 B Thrift Plan of Opportunities Inc of Jefferson County in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 391078133 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opportunities Inc of Jefferson Co Unty)
Sponsor-wide plan assets over time
All Opportunities Inc of Jefferson Co Unty plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 30.41282159265119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $8M |
| 2023 | 1 | 265 | $10M |
| 2024 | 1 | 253 | $11M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
403 B Thrift Plan of Opportunities Inc of Jefferson County's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Glide Foundation 403(b) Plan in CA ($11M); by covered participants it is St. Francis College Retirement Plan in NY (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Glide Foundation 403(b) Plan (CA) $11M · 177
- Wheaton Academy 403(b) DC Plan (IL) $11M · 86
- Venuplus Inc. 401(k) Plan (FL) $11M · 523
- American Rivers Inc. 403(b) Plan (DC) $11M · 92
Similar participant headcount
Nearest other-state filings by covered participants (253 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.