401(k) · DOL Form 5500 · 2024
Oportun, Inc. 401(k) Plan
Data updated 2026-08-11
- $83M
- Total assets
- 912
- Participants
- 89th
- Percentile by assets
- $91,415
- Avg per participant
Official DOL plan name: Oportun 401(k) Plan · Sponsored by Oportun, Inc. · California · Finance & Insurance
$83M in assets, 912 participants
Oportun, Inc.'s Oportun 401(k) Plan reported $83M in total assets and 912 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #7,099 in Finance & Insurance (8,549 peers)
Where Oportun 401(k) Plan sits by assets
Oportun 401(k) Plan sits in the top quartile of all filed plans by assets, $83M for 912 participants (~$91,415/participant), up 6.6% in 2024.
- $83M
- total plan assets (2024 EOY)
- 912
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $91,415
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oportun 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Oportun 401(k) Plan reported participants fell from 1,381 in the plan year 2023 filing to 912 in the plan year 2024 filing.
- Oportun 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $83M in the plan year 2024 filing.
Oportun 401(k) Plan vs the 2024 asset distribution
By assets, Oportun 401(k) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $5M |
| Employer EIN | 203386325 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oportun, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,335 | $57M |
| 2023 | 1 | 1,381 | $78M |
| 2024 | 1 | 912 | $83M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Oportun 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Oportun 401(k) Plan by total assets, not by location.
- Stony Brook Business Ventures, LLC 401(k) Plan (NY) $83M · 1,313
- Johnstone Supply, LLC. Employee Retirement Plan (OR) $83M · 565
- Curt G. Joa, Inc. Employees Trust Fund (WI) $83M · 246
- Saf-Holland, Inc. 401(k) Savings Plan (MI) $83M · 975
Frequently Asked Questions
How did Oportun 401(k) Plan assets move in 2024? ▼
How have Oportun, Inc. plan assets changed over time? ▼
Where does Oportun 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Oportun 401(k) Plan? ▼
Next read for Oportun 401(k) Plan
Scale reading
Ways to act on Oportun 401(k) Plan's numbers.
- By total assets, Oportun 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Oportun, Inc.'s sponsor-wide assets have grown 46.2% since 2022 across 3 plan years on file. More Finance & Insurance plans