401(k) · DOL Form 5500 · 2022

San Francisco Opera Association 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
656
Participants Below avg headcount
67th
Percentile by assets National rank
$17,317
Avg per participant Low balance/head
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Official DOL plan name: San Francisco Opera 403(b) Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation

$11M in assets, 656 participants

San Francisco Opera Association's San Francisco Opera 403(b) Plan reported $11M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,438 in Arts, Entertainment & Recreation (3,077 peers)

San Francisco Opera Association multi-year trail

San Francisco Opera Association's plans moved +42.3% in assets from 2022 to 2024; this filing shows San Francisco Opera 403(b) Plan at $11M / 656 participants.

#2,438
in Arts, Entertainment & Recreation (3,077 peers)
+6.0%
assets growth YoY

San Francisco Opera 403(b) Plan's outsized position by total assets

San Francisco Opera 403(b) Plan vs every filed plan by assets

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

$11,359,690 Top 33% higher than 67% 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 403(b) Plan among mid-size 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 403(b) Plan sits mid-pack in the medium band (656 participants).

Plan-year Form 5500 strip

Filing strip 940836240 · San Francisco Opera Association PY 2022 · 401(k)

San Francisco Opera 403(b) Plan · $11M · 656 · 67th

  • PHOTO $11M
  • PHOTO 656
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near The Carolinas Center for Medical Excellence 401(k) Plan
  • PHOTO ind #2438

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 403(b) Plan in the asset neighbourhood

San Francisco Opera 403(b) PlanSan Francisco Opera 403(b) P…$11MThe Carolinas Center for Medical Excellence 401(k) PlanThe Carolinas Center for Med…$11MHome Run Auto Group 401(k) PlanHome Run Auto Group 401(k) P…$11MParis Cleaners, Inc. 401(k) PlanParis Cleaners, Inc. 401(k) …$11MHebeler Holdings 401(k) Plan$11M
End-of-year total assets ($M) among San Francisco Opera 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

San Francisco Opera Association multi-year asset trail

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

San Francisco Opera Association filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$645K
Employer EIN940836240
Plan Effective Date2015-02-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

San Francisco Opera 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Francisco Opera 403(b) Plan, Total assets ($B): 0.01135969 · Participants: 656San Francisco Opera 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
San Francisco Opera 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Francisco Opera 403(b) Plan side-by-side with 3 peers →

San Francisco Opera 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Carolinas Center for Medical Excellence 401(k) Plan in NC ($11M); by covered participants it is The Murphy Oil Corporation 401(k) Plan in TX (656 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (656 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 403(b) Plan assets move in 2022? ▼
San Francisco Opera 403(b) Plan grew at a solid clip - up 6.0% during 2022, from $11M to $11M. Reported net income was $645K.
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.
Which 401(k) plans are similar in size to San Francisco Opera 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Carolinas Center for Medical Excellence 401(k) Plan in NC ($11M, 55 participants).
Which 401(k) plans cover a similar participant headcount to San Francisco Opera 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Murphy Oil Corporation 401(k) Plan in TX (656 participants, $187M 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.