401(k) · DOL Form 5500 · 2024
Opportunity Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $20,492
- Avg per participant Low balance/head
Official DOL plan name: Opportunity Enterprises, Inc. Profit Sharing Plan · Sponsored by Opportunity Enterprises, Inc. · Indiana · Healthcare & Social Assistance
$6M in assets, 269 participants
Opportunity Enterprises, Inc.'s Opportunity Enterprises, Inc. Profit Sharing Plan reported $6M in total assets and 269 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.
- #7,972 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Opportunity Enterprises, Inc. Profit Sharing Plan covers 269 participants in Indiana, about 50% of the average Indiana filer (state average ~541 per filing). Assets: $6M.
- #7,972
- in Healthcare & Social Assistance (16,916 peers)
- +7.3%
- assets growth YoY
Opportunity Enterprises, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Opportunity Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,512,269 44th percentile higher than 44% 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
Opportunity Enterprises, Inc. Profit Sharing 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 Enterprises, Inc. Profit Sharing Plan sits mid-pack in the medium band (269 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Opportunity Enterprises, Inc. Profit Sharing Plan reported net income fell from $639K in the plan year 2023 filing to $373K in the plan year 2024 filing.
- Opportunity Enterprises, Inc. Profit Sharing Plan reported participants rose from 239 in the plan year 2023 filing to 269 in the plan year 2024 filing.
- Opportunity Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 351136833 · Opportunity Enterprises, Inc. PY 2024 · 401(k)
Opportunity Enterprises, Inc. Profit Sharing Plan · $6M · 269 · 44th
- PCT $6M
- EIN 269
- RANK 44th
- PHOTO 401(k)
- IND near Aurora Health Management, LLC 401(k) Plan
- EOY ind #7972
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 Indiana →
Opportunity Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $373K |
| Employer EIN | 351136833 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Opportunity Enterprises, Inc.)
Sponsor-wide plan assets over time
All Opportunity Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 22.477801426334597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $5M |
| 2023 | 1 | 239 | $5M |
| 2024 | 1 | 269 | $6M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Opportunity Enterprises, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Aurora Health Management, LLC 401(k) Plan in MD ($6M); by covered participants it is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.
- Mcmichael Mills, Inc. 401(k) Savings Plan (NC) 269 · 0 off
- Interfaith Ministries for Greater Houston 403(b) Plan (TX) 269 · 0 off
- Greenheck Fan Corporation (F/K/a Metal Industries) 401(k) Savings Plan (FL) 269 · 0 off
- Callrail 401(k) Plan (GA) 269 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.