Civic Intelligence

The Opportunity Institute

Plan context: The Opportunity Institute 401K Plan

EIN 47-3888926 • Berkeley, CA • 8 filings • 1 plans

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1400 Shattuck AveSuite 12 136Berkeley, CA 94709
Current Snapshot

Latest Year

2022

2022 Participants

30

2022 Assets

$1,153,478

2022 Contributions

$156,724

Historical Graphs

Total Assets Over Time

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

$1,561,397$780,699$0201520192022YearValue
$1,153,478Latest year 2022

Participants Over Time

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

40200201520192022YearValue
30Latest year 2022

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
2022130$1,153,478$156,724$5,224iApproximate average salary by contribution assumption: employee only about $130,603 at 4% or $87,069 at 6%; with 50% employer match about $87,069 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,534 at 6%.
The Opportunity Institute 401K Plan-30$1,153,478$156,724$5,224iApproximate average salary by contribution assumption: employee only about $130,603 at 4% or $87,069 at 6%; with 50% employer match about $87,069 at 4% or $58,046 at 6%; with 100% employer match about $65,302 at 4% or $43,534 at 6%.
2021132$1,269,508$113,450$3,545iApproximate average salary by contribution assumption: employee only about $88,633 at 4% or $59,089 at 6%; with 50% employer match about $59,089 at 4% or $39,392 at 6%; with 100% employer match about $44,316 at 4% or $29,544 at 6%.
The Opportunity Institute 401K Plan-32$1,269,508$113,450$3,545iApproximate average salary by contribution assumption: employee only about $88,633 at 4% or $59,089 at 6%; with 50% employer match about $59,089 at 4% or $39,392 at 6%; with 100% employer match about $44,316 at 4% or $29,544 at 6%.
2020132$1,529,432$117,152$3,661iApproximate average salary by contribution assumption: employee only about $91,525 at 4% or $61,017 at 6%; with 50% employer match about $61,017 at 4% or $40,678 at 6%; with 100% employer match about $45,763 at 4% or $30,508 at 6%.
The Opportunity Institute 401K Plan-32$1,529,432$117,152$3,661iApproximate average salary by contribution assumption: employee only about $91,525 at 4% or $61,017 at 6%; with 50% employer match about $61,017 at 4% or $40,678 at 6%; with 100% employer match about $45,763 at 4% or $30,508 at 6%.
2019138$1,561,397$177,801$4,679iApproximate average salary by contribution assumption: employee only about $116,974 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,487 at 4% or $38,991 at 6%.
The Opportunity Institute 401K Plan-38$1,561,397$177,801$4,679iApproximate average salary by contribution assumption: employee only about $116,974 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,487 at 4% or $38,991 at 6%.
2018140$1,166,894$196,178$4,904iApproximate average salary by contribution assumption: employee only about $122,611 at 4% or $81,741 at 6%; with 50% employer match about $81,741 at 4% or $54,494 at 6%; with 100% employer match about $61,306 at 4% or $40,870 at 6%.
The Opportunity Institute 401K Plan-40$1,166,894$196,178$4,904iApproximate average salary by contribution assumption: employee only about $122,611 at 4% or $81,741 at 6%; with 50% employer match about $81,741 at 4% or $54,494 at 6%; with 100% employer match about $61,306 at 4% or $40,870 at 6%.
2017134$1,077,153$193,528$5,692iApproximate average salary by contribution assumption: employee only about $142,300 at 4% or $94,867 at 6%; with 50% employer match about $94,867 at 4% or $63,244 at 6%; with 100% employer match about $71,150 at 4% or $47,433 at 6%.
The Opportunity Institute 401K Plan-34$1,077,153$193,528$5,692iApproximate average salary by contribution assumption: employee only about $142,300 at 4% or $94,867 at 6%; with 50% employer match about $94,867 at 4% or $63,244 at 6%; with 100% employer match about $71,150 at 4% or $47,433 at 6%.
2016127$729,582$268,817$9,956iApproximate average salary by contribution assumption: employee only about $248,905 at 4% or $165,936 at 6%; with 50% employer match about $165,936 at 4% or $110,624 at 6%; with 100% employer match about $124,452 at 4% or $82,968 at 6%.
The Opportunity Institute 401K Plan-27$729,582$268,817$9,956iApproximate average salary by contribution assumption: employee only about $248,905 at 4% or $165,936 at 6%; with 50% employer match about $165,936 at 4% or $110,624 at 6%; with 100% employer match about $124,452 at 4% or $82,968 at 6%.
2015119$391,614$398,860$20,993iApproximate average salary by contribution assumption: employee only about $524,816 at 4% or $349,877 at 6%; with 50% employer match about $349,877 at 4% or $233,251 at 6%; with 100% employer match about $262,408 at 4% or $174,939 at 6%.
The Opportunity Institute 401K Plan-19$391,614$398,860$20,993iApproximate average salary by contribution assumption: employee only about $524,816 at 4% or $349,877 at 6%; with 50% employer match about $349,877 at 4% or $233,251 at 6%; with 100% employer match about $262,408 at 4% or $174,939 at 6%.