Oportun, Inc. 401(k) Plan: Login, Facts & Contact Information
Oportun, Inc. 401(k) Login
472 former Oportun, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Oportun, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $6.23 million went into the plan in contributions.
- $13.1 million was paid out to participants.
- Investment and other income added $12.2 million.
- Administrative expenses were $141,514, about $157 per account.
How the Oportun, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,837 | $27.4 million | $2.34 million | $1.79 million |
| 2020 | 2,756 | $41.8 million | $2.91 million | $1.63 million |
| 2021 | 1,815 | $56.7 million | $3.55 million | $3.39 million |
| 2022 | 1,624 | $57.0 million | $5.20 million | $5.57 million |
| 2023 | 1,626 | $78.2 million | $4.60 million | $11.3 million |
| 2024 | 1,441 | $83.4 million | — | $13.1 million |
Oportun, Inc. 401(k) Contact Information
Questions about the Oportun, Inc. 401(k)
Does Oportun, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Oportun, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Oportun, Inc 401(k) plan?
1,441 participants at the start of plan year 2024, 708 of them active employees, and 472 former employees who still had money in the plan.
What is the average 401(k) balance at Oportun, Inc?
About $92,428 per account: $83.4 million in plan assets across 902 accounts with a balance at the end of plan year 2024.
Who manages the Oportun, Inc 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Oportun, Inc. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.