401(k) · DOL Form 5500 · 2022

Lyric Opera of Chicago 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
112
Participants Small participant base
70th
Percentile by assets National rank
$114,136
Avg per participant Below avg balance/head
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Official DOL plan name: Lyric Opera 401(k) Savings Plan · Sponsored by Lyric Opera of Chicago · Illinois · Arts, Entertainment & Recreation

$13M in assets, 112 participants

Lyric Opera of Chicago's Lyric Opera 401(k) Savings Plan reported $13M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,490 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Illinois

Lyric Opera 401(k) Savings Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#2,490
in Arts, Entertainment & Recreation (3,077 peers)
-15.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lyric Opera 401(k) Savings Plan's outsized position by total assets

Lyric Opera 401(k) Savings Plan vs every filed plan by assets

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

$12,783,200 Top 30% higher than 70% 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

Lyric Opera 401(k) Savings 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. Lyric Opera 401(k) Savings Plan sits mid-pack in the medium band (112 participants).

Form 5500 schedule snapshot

Filing strip 366008929 · Lyric Opera of Chicago PY 2022 · 401(k)

Lyric Opera 401(k) Savings Plan · $13M · 112 · 70th

  • PART $13M
  • PART 112
  • PART 70th
  • PART 401(k)
  • PART near Maui Oil Co, Inc 401(k) Profit Sharing Plan
  • PART ind #2490

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 Illinois →

Lyric Opera 401(k) Savings Plan in the asset neighbourhood

Lyric Opera 401(k) Savings PlanLyric Opera 401(k) Savings P…$13MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$13MOrtho Kentucky, PLLC Profit Sharing PlanOrtho Kentucky, PLLC Profit …$13MJames W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$13MJerry Leigh of California, Inc. 401(k) Profit Sharing PlanJerry Leigh of California, I…$13M
End-of-year total assets ($M) among Lyric Opera 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN366008929
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyric Opera of Chicago)

Sponsor-wide plan assets over time

All Lyric Opera of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$15M 13.810579510607674% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.8M $14.6M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 112 $13M
2023 1 119 $14M
2024 1 121 $15M

Nearby 401(k) Plans in Illinois

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

Lyric Opera 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lyric Opera 401(k) Savings Plan, Total assets ($B): 0.0127832 · Participants: 112Lyric Opera 401(k) Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Lyric Opera 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lyric Opera 401(k) Savings Plan side-by-side with 3 peers →

Lyric Opera 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Maui Oil Co, Inc 401(k) Profit Sharing Plan in HI ($13M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Lyric Opera 401(k) Savings Plan assets move in 2022? ▼
Lyric Opera 401(k) Savings Plan declined sharply - down 15.8% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Lyric Opera of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyric Opera of Chicago's sponsor-wide assets grew 13.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Lyric Opera 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maui Oil Co, Inc 401(k) Profit Sharing Plan in HI ($13M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Lyric Opera 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 366008929.

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.