ESOP · DOL Form 5500 · 2024

Opportunities for Positive Growth, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
131
Participants Small participant base
44th
Percentile by assets National rank
$42,365
Avg per participant Low balance/head
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Official DOL plan name: Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan · Sponsored by Opportunities for Positive Growth, Inc. · Indiana · Healthcare & Social Assistance

$6M in assets, 131 participants

Opportunities for Positive Growth, Inc.'s Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan reported $6M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #7,997 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan covers 131 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $6M.

#7,997
in Healthcare & Social Assistance (16,916 peers)
+7.9%
assets growth YoY

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,549,867 44th percentile higher than 44% 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

Opportunities for Positive Growth, Inc. Employee Stock Ownership 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. Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan reported net income rose from -$275K in the plan year 2023 filing to $415K in the plan year 2024 filing.
  • Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan reported participants rose from 121 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352149551 · Opportunities for Positive Growth, Inc. PY 2024 · ESOP

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan · $6M · 131 · 44th

  • NET $6M
  • BOOK 131
  • VS-ST 44th
  • BOY ESOP
  • SCH near Marts & Lundy, Inc. Employee Stock Ownership Plan
  • EBSA ind #7997

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 What is an ESOP? → · Plans in Indiana →

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Opportunities for Positive Growth, Inc. Employee Stock Ownership PlanOpportunities for Positive G…$6MMarts & Lundy, Inc. Employee Stock Ownership PlanMarts & Lundy, Inc. Employee…$6MBank of Oak Ridge Employee Stock Ownership Plan and TrustBank of Oak Ridge Employee S…$6MFlying S, Inc. Employee Stock Ownership PlanFlying S, Inc. Employee Stoc…$6MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$6M
End-of-year total assets ($M) among Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$415K
Employer EIN352149551
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opportunities for Positive Growth, Inc.)

Sponsor-wide plan assets over time

All Opportunities for Positive Growth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.254686969713831% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.43M $5.55M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 134 $5M
2023 1 121 $5M
2024 1 131 $6M

Nearby ESOP Plans in Indiana

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

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005549867 · Participants: 131Opportunities for Positive Growth, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Marts & Lundy, Inc. Employee Stock Ownership Plan in NJ ($6M); by covered participants it is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.9% during 2024, from $5M to $6M. Reported net income was $415K.
How have Opportunities for Positive Growth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunities for Positive Growth, Inc.'s sponsor-wide assets grew 2.3%, from $5M to $6M.
Which ESOP plans are similar in size to Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Marts & Lundy, Inc. Employee Stock Ownership Plan in NJ ($6M, 39 participants).
Which ESOP plans cover a similar participant headcount to Opportunities for Positive Growth, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (131 participants, $15M 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 352149551.

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.