Profit Sharing · DOL Form 5500 · 2022

San Francisco Opera Association Profit Sharing Plan

Data updated 2026-08-11

$32M
Total assets
99
Participants
84th
Percentile by assets
$326,947
Avg per participant
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Official DOL plan name: San Francisco Opera Defined Contribution Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation

$32M in assets, 99 participants

San Francisco Opera Association's San Francisco Opera Defined Contribution Plan reported $32M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 84th percentile by assets (of 139,126 plans)
  • #2,771 in Arts, Entertainment & Recreation (3,077 peers)

Where San Francisco Opera Defined Contribution Plan sits by assets

San Francisco Opera Defined Contribution Plan sits in the top quartile of all filed plans by assets, $32M for 99 participants (~$326,947/participant), down 19.6% in 2022.

$32M
total plan assets (2022 EOY)
99
covered participants
84th
percentile by assets (of 139,126 plans)
$326,947
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Francisco Opera Defined Contribution Plan vs the 2022 asset distribution

By assets, San Francisco Opera Defined Contribution Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$32M
Net Income-$8M
Employer EIN940836240
Plan Effective Date2006-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Opera Association)

$40M$50M$60M$70M 202220232024 $43.7M $62.2M â–˛ +42.3%
Total plan assets by year, all San Francisco Opera Association plans on file
Year Plans Participants Total Assets
2022 2 755 $44M
2023 2 935 $54M
2024 2 948 $62M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants

San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants San Francisco Opera …Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to San Francisco Opera Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did San Francisco Opera Defined Contribution Plan assets move in 2022?
San Francisco Opera Defined Contribution Plan declined sharply - down 19.6% during 2022, from $40M to $32M. Reported net income was -$8M.
How have San Francisco Opera Association plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco Opera Association's sponsor-wide assets grew 42.3%, from $44M to $62M.
Where does San Francisco Opera Defined Contribution Plan rank by assets among Form 5500 filers?
San Francisco Opera Defined Contribution Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to San Francisco Opera Defined Contribution Plan?
Among Profit Sharing plans in other states, the closest by assets is J.H. Ellwood & Associates, Inc. Profit Sharing Plan in IL ($32M, N/A participants).

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