Current Snapshot
Latest Year
2024
2024 Participants
498
2024 Assets
$27,852,869
2024 Contributions
$6,115,299
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 498 | $27,852,869 | $6,115,299 | $12,280iApproximate average salary by contribution assumption: employee only about $306,993 at 4% or $204,662 at 6%; with 50% employer match about $204,662 at 4% or $136,441 at 6%; with 100% employer match about $153,496 at 4% or $102,331 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 463 | $27,852,869 | $6,115,299 | $13,208iApproximate average salary by contribution assumption: employee only about $330,200 at 4% or $220,133 at 6%; with 50% employer match about $220,133 at 4% or $146,755 at 6%; with 100% employer match about $165,100 at 4% or $110,067 at 6%. |
| Opploans Employee Benefits Plan | - | 498 | - | - | - |
| 2023 | 2 | 479 | $22,181,089 | $5,489,652 | $11,461iApproximate average salary by contribution assumption: employee only about $286,516 at 4% or $191,011 at 6%; with 50% employer match about $191,011 at 4% or $127,341 at 6%; with 100% employer match about $143,258 at 4% or $95,505 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 479 | $22,181,089 | $5,489,652 | $11,461iApproximate average salary by contribution assumption: employee only about $286,516 at 4% or $191,011 at 6%; with 50% employer match about $191,011 at 4% or $127,341 at 6%; with 100% employer match about $143,258 at 4% or $95,505 at 6%. |
| Opploans Employee Benefits Plan | - | 458 | - | - | - |
| 2022 | 2 | 474 | $16,443,348 | $5,466,297 | $11,532iApproximate average salary by contribution assumption: employee only about $288,307 at 4% or $192,205 at 6%; with 50% employer match about $192,205 at 4% or $128,136 at 6%; with 100% employer match about $144,153 at 4% or $96,102 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 471 | $16,443,348 | $5,466,297 | $11,606iApproximate average salary by contribution assumption: employee only about $290,143 at 4% or $193,429 at 6%; with 50% employer match about $193,429 at 4% or $128,953 at 6%; with 100% employer match about $145,072 at 4% or $96,714 at 6%. |
| Opploans Employee Benefits Plan | - | 474 | - | - | - |
| 2021 | 2 | 575 | $17,150,721 | $6,962,232 | $12,108iApproximate average salary by contribution assumption: employee only about $302,706 at 4% or $201,804 at 6%; with 50% employer match about $201,804 at 4% or $134,536 at 6%; with 100% employer match about $151,353 at 4% or $100,902 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 570 | $17,150,721 | $6,962,232 | $12,214iApproximate average salary by contribution assumption: employee only about $305,361 at 4% or $203,574 at 6%; with 50% employer match about $203,574 at 4% or $135,716 at 6%; with 100% employer match about $152,681 at 4% or $101,787 at 6%. |
| Opploans Employee Benefits Plan | - | 575 | - | - | - |
| 2020 | 2 | 525 | $9,773,140 | $4,102,214 | $7,814iApproximate average salary by contribution assumption: employee only about $195,344 at 4% or $130,229 at 6%; with 50% employer match about $130,229 at 4% or $86,819 at 6%; with 100% employer match about $97,672 at 4% or $65,115 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 522 | $9,773,140 | $4,102,214 | $7,859iApproximate average salary by contribution assumption: employee only about $196,466 at 4% or $130,977 at 6%; with 50% employer match about $130,977 at 4% or $87,318 at 6%; with 100% employer match about $98,233 at 4% or $65,489 at 6%. |
| Opploans Employee Benefits Plan | - | 525 | - | - | - |
| 2019 | 2 | 449 | $4,253,227 | $2,352,287 | $5,239iApproximate average salary by contribution assumption: employee only about $130,974 at 4% or $87,316 at 6%; with 50% employer match about $87,316 at 4% or $58,211 at 6%; with 100% employer match about $65,487 at 4% or $43,658 at 6%. |
| Opportunity Financial LLC 401(K) Plan | - | 449 | $4,253,227 | $2,352,287 | $5,239iApproximate average salary by contribution assumption: employee only about $130,974 at 4% or $87,316 at 6%; with 50% employer match about $87,316 at 4% or $58,211 at 6%; with 100% employer match about $65,487 at 4% or $43,658 at 6%. |
| Opploans Employee Benefits Plan | - | 448 | - | - | - |
| 2018 | 1 | 302 | $0 | $0 | - |
| Opploans Employee Benefits Plan | - | 302 | - | - | - |
| 2017 | 1 | 310 | $0 | $0 | - |
| Opploans Employee Benefits Plan | - | 310 | - | - | - |
| 2016 | 1 | 182 | $0 | $0 | - |
| Opploans Employee Benefits Plan | - | 182 | - | - | - |