Other · DOL Form 5500 · 2022
The Santa Fe Opera Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $84,170
- Avg per participant Below avg balance/head
Official DOL plan name: The Santa Fe Opera's Retirement Plan · Sponsored by The Santa Fe Opera · New Mexico · Arts, Entertainment & Recreation
$7M in assets, 83 participants
The Santa Fe Opera's The Santa Fe Opera's Retirement Plan reported $7M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #2,232 in Arts, Entertainment & Recreation (3,077 peers)
The Santa Fe Opera multi-year trail
The Santa Fe Opera's plans moved +32.5% in assets from 2022 to 2024; this filing shows The Santa Fe Opera's Retirement Plan at $7M / 83 participants.
- #2,232
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.5%
- 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.
The Santa Fe Opera's Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Santa Fe Opera's Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,986,107 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Santa Fe Opera's Retirement 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. The Santa Fe Opera's Retirement Plan is a small filing (83 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 850131810 · The Santa Fe Opera PY 2022 · Other
The Santa Fe Opera's Retirement Plan · $7M · 83 · 57th
- SCH $7M
- EBSA 83
- PART 57th
- TYPE Other
- NET near United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan
- BOOK ind #2232
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 New Mexico →
The Santa Fe Opera's Retirement Plan in the asset neighbourhood
The Santa Fe Opera multi-year asset trail
Sponsor-wide plan assets over time
All The Santa Fe Opera plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 32.53445731649973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $7M |
| 2023 | 1 | 122 | $8M |
| 2024 | 1 | 131 | $9M |
The Santa Fe Opera filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 850131810 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $729M · 11,300
- San Juan Regional Medical Center 403(b) Plan $119M · 1,835
- Lovelace Biomedical Research Institute Tda and DC Plan $99M · 389
- Albuquerque Academy Retirement Plan $74M · 267
- First Choice Community Healthcare 403(b) Plan $27M · 473
The Santa Fe Opera's Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan in NY ($7M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.