Other · DOL Form 5500 · 2024

Opportunity International, Inc Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
67
Participants Small participant base
71st
Percentile by assets National rank
$310,284
Avg per participant High balance/head
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Official DOL plan name: Opportunity International Employees' 403(b) Program · Sponsored by Opportunity International, Inc · Illinois · Other Services

$21M in assets, 67 participants

Opportunity International, Inc's Opportunity International Employees' 403(b) Program reported $21M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,489 in Other Services (7,719 peers)

Opportunity International, Inc multi-year trail

Opportunity International, Inc's plans moved +43.2% in assets from 2022 to 2024; this filing shows Opportunity International Employees' 403(b) Program at $21M / 67 participants.

#6,489
in Other Services (7,719 peers)
+19.0%
assets growth YoY

Opportunity International Employees' 403(b) Program's outsized position by total assets

Opportunity International Employees' 403(b) Program vs every filed plan by assets

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

$20,789,061 Top 29% higher than 71% 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 International Employees' 403(b) Program among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opportunity International Employees' 403(b) Program is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Opportunity International Employees' 403(b) Program end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Opportunity International Employees' 403(b) Program reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Opportunity International Employees' 403(b) Program reported participants rose from 64 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540907624 · Opportunity International, Inc PY 2024 · Other

Opportunity International Employees' 403(b) Program · $21M · 67 · 71st

  • PCT $21M
  • EIN 67
  • RANK 71st
  • PHOTO Other
  • IND near Nashoba Brooks School of Concord DC Retirement Plan
  • EOY ind #6489

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 Other Services retirement plans → · Plans in Illinois →

Opportunity International Employees' 403(b) Program in the asset neighbourhood

Pennswood Village 403b Plan$21MAmerican Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of th…$21MOpportunity International Employees' 403(b) ProgramOpportunity International Em…$21MNashoba Brooks School of Concord DC Retirement PlanNashoba Brooks School of Con…$21MCairn University 403(b) Plan$21M
End-of-year total assets ($M) among Opportunity International Employees' 403(b) Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Opportunity International, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Opportunity International, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.19247122107712% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20.8M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 60 $15M
2023 1 64 $17M
2024 1 67 $21M

Opportunity International, Inc filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN540907624
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Illinois

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

Opportunity International Employees' 403(b) Program vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Opportunity International Employees' 403(b) Program, Total assets ($B): 0.020789061 · Participants: 67Opportunity International Employees' 403(b) ProgramNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Opportunity International Employees' 403(b) Program vs. nearby Other plans in Illinois, assets vs. participants

Opportunity International Employees' 403(b) Program's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Nashoba Brooks School of Concord DC Retirement Plan in MA ($21M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 International Employees' 403(b) Program assets move in 2024? ▼
Opportunity International Employees' 403(b) Program grew sharply - up 19.0% during 2024, from $17M to $21M. Reported net income was $3M.
How have Opportunity International, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opportunity International, Inc's sponsor-wide assets grew 43.2%, from $15M to $21M.
Which Other plans are similar in size to Opportunity International Employees' 403(b) Program? ▼
Among Other plans in other states, the closest by assets is Nashoba Brooks School of Concord DC Retirement Plan in MA ($21M, 96 participants).
Which Other plans cover a similar participant headcount to Opportunity International Employees' 403(b) Program? ▼
Among Other plans in other states, the closest by covered participants is University Corporation for Advanced Internet Development Tda Plan in MI (67 participants, $7M in assets).