Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oportun 401(K) Plan is a benefit plan reported by Oportun, Inc. under EIN 20-3386325 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,626 participants and $78,203,244 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,203,244
- Net assets (EOY)
- $78,203,244
- Net assets (BOY)
- $57,035,341
Income & contributions
- Employer contributions
- $4,596,384
- Participant contributions
- $9,046,477
- Total contributions
- $15,307,606
- Total income / additions
- $27,746,686
Expenses & distributions
- Benefits paid
- $11,310,100
- Administrative expenses
- $125,396
- Total expenses
- $11,447,470
- Net increase / (decrease)
- $16,299,216