Profit Sharing · DOL Form 5500 · 2022

San Francisco Opera Association Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
99
Participants Small participant base
84th
Percentile by assets National rank
$326,947
Avg per participant High balance/head
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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.

  • #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.

#2,771
in Arts, Entertainment & Recreation (3,077 peers)
-19.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

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's outsized position by total assets

San Francisco Opera Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,367,793 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

San Francisco Opera Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Opera Defined Contribution Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 940836240 · San Francisco Opera Association PY 2022 · Profit Sharing

San Francisco Opera Defined Contribution Plan · $32M · 99 · 84th

  • SCH $32M
  • EBSA 99
  • PART 84th
  • TYPE Profit Sharing
  • NET near J.H. Ellwood & Associates, Inc. Profit Sharing Plan
  • BOOK ind #2771

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in California →

San Francisco Opera Defined Contribution Plan in the asset neighbourhood

Beacon Oral Specialists 401(k) PlanBeacon Oral Specialists 401(…$33MSan Francisco Opera Defined Contribution PlanSan Francisco Opera Defined …$32MJ.H. Ellwood & Associates, Inc. Profit Sharing PlanJ.H. Ellwood & Associates, I…$32MNorthern Ohio Laborers' Profit Sharing Annuity PlanNorthern Ohio Laborers' Prof…$32MLaborers Local 231 Annuity FundLaborers Local 231 Annuity F…$32M
End-of-year total assets ($M) among San Francisco Opera Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All San Francisco Opera Association plans reported in each filing year

Latest sponsor-wide plan assets
$62M 42.32873179551633% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.7M $62.2M ▲ +42.3%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants San Francisco Opera Defined Contribution Plan, Total assets ($B): 0.032367793 · Participants: 99San Francisco Opera Defined Contribution PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare San Francisco Opera Defined Contribution Plan side-by-side with 3 peers →

San Francisco Opera Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is J.H. Ellwood & Associates, Inc. Profit Sharing Plan in IL ($32M); by covered participants it is Senior Connections 403(b) Plan in VA (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Profit Sharing plans cover a similar participant headcount to San Francisco Opera Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Senior Connections 403(b) Plan in VA (99 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940836240.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.