Plan Ledger DOL Form 5500 · updated monthly

Opportunity Resources, Inc.403(b)

OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN · MISSOULA, MT · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Opportunity Resources, Inc. reported $2,630 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $287 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Montana (188th of 229), and 8,961st of 11,911 in health care & social assistance. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,410,298
Participants with balances93
Active participants259
Employer contributions$74,222
Employee contributions$134,409
Employer contribution per active participant$287
Average account balance$36,670
Benefits paid to participants$209,251
Plan auditUnmodified (clean) audit opinion
AuditorDOUGLAS WILSON & COMPANY P.C.
Administrative expenses, itemized · 2022
Investment management$2,630
Total administrative$2,630
Employer contributions to the Opportunity Resources, Inc. plan · 2022
Employer contribution per active participant$287
Median for plans this size$1,114

Opportunity Resources, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,630 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Pureview Health Center MT$5.3M · 0.60%
Rimrock Foundation MT$4.7M · 0.21%
Flathead Industries MT$4.0M · 0.33%
Center for Mental Health MT$3.3M · 1.46%
Deer Lodge Medical Center MT$3.1M · 0.11%
Youth Dynamics, Inc. MT$2.8M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810247708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.