Civic Intelligence

Oportun

Plan context: Oportun 401(K) Plan

EIN 20-3386325 • 32 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

708

2024 Assets

$83,370,049

2024 Contributions

$6,229,357

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$83,370,049$41,685,025$0200920172024YearValue
$83,370,049Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,0561,0280200820162024YearValue
708Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242708$83,370,049$6,229,357$8,799iApproximate average salary by contribution assumption: employee only about $219,963 at 4% or $146,642 at 6%; with 50% employer match about $146,642 at 4% or $97,761 at 6%; with 100% employer match about $109,982 at 4% or $73,321 at 6%.
Oportun 401(K) Plan-708$83,370,049$6,229,357$8,799iApproximate average salary by contribution assumption: employee only about $219,963 at 4% or $146,642 at 6%; with 50% employer match about $146,642 at 4% or $97,761 at 6%; with 100% employer match about $109,982 at 4% or $73,321 at 6%.
Oportun Health & Welfare Benefits Plan-668---
202321,024$78,203,244$15,307,606$14,949iApproximate average salary by contribution assumption: employee only about $373,721 at 4% or $249,147 at 6%; with 50% employer match about $249,147 at 4% or $166,098 at 6%; with 100% employer match about $186,860 at 4% or $124,574 at 6%.
Oportun 401(K) Plan-897$78,203,244$15,307,606$17,065iApproximate average salary by contribution assumption: employee only about $426,633 at 4% or $284,422 at 6%; with 50% employer match about $284,422 at 4% or $189,615 at 6%; with 100% employer match about $213,317 at 4% or $142,211 at 6%.
Oportun Health & Welfare Benefits Plan-1,024---
202221,368$57,035,341$16,634,347$12,160iApproximate average salary by contribution assumption: employee only about $303,990 at 4% or $202,660 at 6%; with 50% employer match about $202,660 at 4% or $135,107 at 6%; with 100% employer match about $151,995 at 4% or $101,330 at 6%.
Oportun 401(K) Plan-1,368$57,035,341$16,634,347$12,160iApproximate average salary by contribution assumption: employee only about $303,990 at 4% or $202,660 at 6%; with 50% employer match about $202,660 at 4% or $135,107 at 6%; with 100% employer match about $151,995 at 4% or $101,330 at 6%.
Oportun Health & Welfare Benefits Plan-1,211---
202121,243$56,668,821$11,152,316$8,972iApproximate average salary by contribution assumption: employee only about $224,302 at 4% or $149,535 at 6%; with 50% employer match about $149,535 at 4% or $99,690 at 6%; with 100% employer match about $112,151 at 4% or $74,767 at 6%.
Oportun 401(K) Plan-1,243$56,668,821$11,152,316$8,972iApproximate average salary by contribution assumption: employee only about $224,302 at 4% or $149,535 at 6%; with 50% employer match about $149,535 at 4% or $99,690 at 6%; with 100% employer match about $112,151 at 4% or $74,767 at 6%.
Oportun Health & Welfare Benefits Plan-1,067---
202021,520$41,803,581$9,679,416$6,368iApproximate average salary by contribution assumption: employee only about $159,201 at 4% or $106,134 at 6%; with 50% employer match about $106,134 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%.
Oportun 401(K) Plan-1,520$41,803,581$9,679,416$6,368iApproximate average salary by contribution assumption: employee only about $159,201 at 4% or $106,134 at 6%; with 50% employer match about $106,134 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%.
Oportun Health & Welfare Benefits Plan-1,232---
201922,056$27,406,658$8,711,584$4,237iApproximate average salary by contribution assumption: employee only about $105,929 at 4% or $70,619 at 6%; with 50% employer match about $70,619 at 4% or $47,079 at 6%; with 100% employer match about $52,964 at 4% or $35,310 at 6%.
Oportun 401(K) Plan-2,056$27,406,658$8,711,584$4,237iApproximate average salary by contribution assumption: employee only about $105,929 at 4% or $70,619 at 6%; with 50% employer match about $70,619 at 4% or $47,079 at 6%; with 100% employer match about $52,964 at 4% or $35,310 at 6%.
Oportun Health & Welfare Benefits Plan-938---
201821,481$16,298,702$5,775,353$3,900iApproximate average salary by contribution assumption: employee only about $97,491 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,329 at 6%; with 100% employer match about $48,745 at 4% or $32,497 at 6%.
Oportun 401(K) Plan-1,481$16,298,702$5,775,353$3,900iApproximate average salary by contribution assumption: employee only about $97,491 at 4% or $64,994 at 6%; with 50% employer match about $64,994 at 4% or $43,329 at 6%; with 100% employer match about $48,745 at 4% or $32,497 at 6%.
Oportun Health & Welfare Benefits Plan-789---
201721,303$12,256,753$4,791,057$3,677iApproximate average salary by contribution assumption: employee only about $91,924 at 4% or $61,282 at 6%; with 50% employer match about $61,282 at 4% or $40,855 at 6%; with 100% employer match about $45,962 at 4% or $30,641 at 6%.
Oportun 401(K) Plan-1,303$12,256,753$4,791,057$3,677iApproximate average salary by contribution assumption: employee only about $91,924 at 4% or $61,282 at 6%; with 50% employer match about $61,282 at 4% or $40,855 at 6%; with 100% employer match about $45,962 at 4% or $30,641 at 6%.
Oportun Health & Welfare Benefits Plan-686---
201621,201$6,586,232$3,576,944$2,978iApproximate average salary by contribution assumption: employee only about $74,458 at 4% or $49,638 at 6%; with 50% employer match about $49,638 at 4% or $33,092 at 6%; with 100% employer match about $37,229 at 4% or $24,819 at 6%.
Oportun 401(K) Plan-1,201$6,586,232$3,576,944$2,978iApproximate average salary by contribution assumption: employee only about $74,458 at 4% or $49,638 at 6%; with 50% employer match about $49,638 at 4% or $33,092 at 6%; with 100% employer match about $37,229 at 4% or $24,819 at 6%.
Oportun Health & Welfare Benefits Plan-806---
20152918$3,205,463$2,180,568$2,375iApproximate average salary by contribution assumption: employee only about $59,384 at 4% or $39,589 at 6%; with 50% employer match about $39,589 at 4% or $26,393 at 6%; with 100% employer match about $29,692 at 4% or $19,795 at 6%.
Oportun 401(K) Plan-918$3,205,463$2,180,568$2,375iApproximate average salary by contribution assumption: employee only about $59,384 at 4% or $39,589 at 6%; with 50% employer match about $39,589 at 4% or $26,393 at 6%; with 100% employer match about $29,692 at 4% or $19,795 at 6%.
Oportun Health & Welfare Benefits Plan-620---
20142623$1,179,655$687,691$1,104iApproximate average salary by contribution assumption: employee only about $27,596 at 4% or $18,397 at 6%; with 50% employer match about $18,397 at 4% or $12,265 at 6%; with 100% employer match about $13,798 at 4% or $9,199 at 6%.
Oportun 401(K) Plan-623$1,179,655$687,691$1,104iApproximate average salary by contribution assumption: employee only about $27,596 at 4% or $18,397 at 6%; with 50% employer match about $18,397 at 4% or $12,265 at 6%; with 100% employer match about $13,798 at 4% or $9,199 at 6%.
Oportun Health & Welfare Benefits Plan-591---
20132450$709,114$255,425$568iApproximate average salary by contribution assumption: employee only about $14,190 at 4% or $9,460 at 6%; with 50% employer match about $9,460 at 4% or $6,307 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.
Oportun 401(K) Plan-450$709,114$255,425$568iApproximate average salary by contribution assumption: employee only about $14,190 at 4% or $9,460 at 6%; with 50% employer match about $9,460 at 4% or $6,307 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.
Oportun Health & Welfare Benefits Plan-289---
20122276$690,741$222,404$806iApproximate average salary by contribution assumption: employee only about $20,145 at 4% or $13,430 at 6%; with 50% employer match about $13,430 at 4% or $8,953 at 6%; with 100% employer match about $10,073 at 4% or $6,715 at 6%.
Oportun 401(K) Plan-276$690,741$222,404$806iApproximate average salary by contribution assumption: employee only about $20,145 at 4% or $13,430 at 6%; with 50% employer match about $13,430 at 4% or $8,953 at 6%; with 100% employer match about $10,073 at 4% or $6,715 at 6%.
Oportun Health & Welfare Benefits Plan-249---
20112313$562,849$262,627$839iApproximate average salary by contribution assumption: employee only about $20,977 at 4% or $13,984 at 6%; with 50% employer match about $13,984 at 4% or $9,323 at 6%; with 100% employer match about $10,488 at 4% or $6,992 at 6%.
Oportun 401(K) Plan-313$562,849$262,627$839iApproximate average salary by contribution assumption: employee only about $20,977 at 4% or $13,984 at 6%; with 50% employer match about $13,984 at 4% or $9,323 at 6%; with 100% employer match about $10,488 at 4% or $6,992 at 6%.
Oportun Health & Welfare Benefits Plan-240---
20102226$437,743$184,412$816iApproximate average salary by contribution assumption: employee only about $20,400 at 4% or $13,600 at 6%; with 50% employer match about $13,600 at 4% or $9,066 at 6%; with 100% employer match about $10,200 at 4% or $6,800 at 6%.
Oportun 401(K) Plan-226$437,743$184,412$816iApproximate average salary by contribution assumption: employee only about $20,400 at 4% or $13,600 at 6%; with 50% employer match about $13,600 at 4% or $9,066 at 6%; with 100% employer match about $10,200 at 4% or $6,800 at 6%.
Oportun Health & Welfare Benefits Plan-144---
20091125$239,730$150,280$1,202iApproximate average salary by contribution assumption: employee only about $30,056 at 4% or $20,037 at 6%; with 50% employer match about $20,037 at 4% or $13,358 at 6%; with 100% employer match about $15,028 at 4% or $10,019 at 6%.
Oportun 401(K) Plan-125$239,730$150,280$1,202iApproximate average salary by contribution assumption: employee only about $30,056 at 4% or $20,037 at 6%; with 50% employer match about $20,037 at 4% or $13,358 at 6%; with 100% employer match about $15,028 at 4% or $10,019 at 6%.
20081105$0$0-
Oportun 401(K) Plan-105---