Other · DOL Form 5500 · 2022

Houston Grand Opera, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,011
Participants Near avg headcount
56th
Percentile by assets National rank
$6,294
Avg per participant Low balance/head
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Official DOL plan name: Houston Grand Opera, Inc. 403(b) Plan · Sponsored by Houston Grand Opera, Inc. · Texas · Arts, Entertainment & Recreation

$6M in assets, 1,011 participants

Houston Grand Opera, Inc.'s Houston Grand Opera, Inc. 403(b) Plan reported $6M in total assets and 1,011 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,191 in Arts, Entertainment & Recreation (3,077 peers)

Houston Grand Opera, Inc. multi-year trail

Houston Grand Opera, Inc.'s plans moved +27.8% in assets from 2022 to 2024; this filing shows Houston Grand Opera, Inc. 403(b) Plan at $6M / 1,011 participants.

#2,191
in Arts, Entertainment & Recreation (3,077 peers)
-16.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houston Grand Opera, Inc. 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Houston Grand Opera, Inc. 403(b) Plan vs every filed plan by assets

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

$6,363,397 Top 44% higher than 56% 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

Houston Grand Opera, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Grand Opera, Inc. 403(b) Plan lands in the large band (1,011 participants).

EBSA filing schedule strip

Filing strip 746016764 · Houston Grand Opera, Inc. PY 2022 · Other

Houston Grand Opera, Inc. 403(b) Plan · $6M · 1,011 · 56th

  • PART $6M
  • TYPE 1,011
  • NET 56th
  • BOOK Other
  • VS-ST near 403(b) Thrift Plan for the Family Conservancy, Inc.
  • BOY ind #2191

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 Texas →

Houston Grand Opera, Inc. 403(b) Plan in the asset neighbourhood

The Chrysler Museum Tda & Retirement Plan CombinedThe Chrysler Museum Tda & Re…$6MSt. Benedict Health Center Tax Deferred Annuity PlanSt. Benedict Health Center T…$6MThe Mayflower Retirement Community, Inc. 403(b) PlanThe Mayflower Retirement Com…$6MHouston Grand Opera, Inc. 403(b) PlanHouston Grand Opera, Inc. 40…$6M403(b) Thrift Plan for the Family Conservancy, Inc.403(b) Thrift Plan for the F…$6M
End-of-year total assets ($M) among Houston Grand Opera, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Houston Grand Opera, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Houston Grand Opera, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 27.760691341432885% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.36M $8.13M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 1,011 $6M
2023 1 827 $7M
2024 1 1,011 $8M

Houston Grand Opera, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN746016764
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Houston Grand Opera, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Houston Grand Opera, Inc. 403(b) Plan, Total assets ($B): 0.006363397 · Participants: 1011Houston Grand Opera, Inc. 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Houston Grand Opera, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Houston Grand Opera, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is 403(b) Thrift Plan for the Family Conservancy, Inc. in KS ($6M); by covered participants it is Connecticut Institute for the Blind, Inc. Section 403(b) Plan in CT (1,011 participants). Same-state nearby plans are listed separately above.

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 Houston Grand Opera, Inc. 403(b) Plan assets move in 2022?
Houston Grand Opera, Inc. 403(b) Plan declined sharply - down 16.9% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Houston Grand Opera, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Houston Grand Opera, Inc.'s sponsor-wide assets grew 27.8%, from $6M to $8M.
Which Other plans are similar in size to Houston Grand Opera, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for the Family Conservancy, Inc. in KS ($6M, 99 participants).
Which Other plans cover a similar participant headcount to Houston Grand Opera, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Connecticut Institute for the Blind, Inc. Section 403(b) Plan in CT (1,011 participants, $62M in assets).