401(k) · DOL Form 5500 · 2022
San Francisco Ballet Association 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $117,185
- Avg per participant Below avg balance/head
Official DOL plan name: San Francisco Ballet Association Retirement Plan · Sponsored by San Francisco Ballet Association · California · Arts, Entertainment & Recreation
$16M in assets, 138 participants
San Francisco Ballet Association's San Francisco Ballet Association Retirement Plan reported $16M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,576 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in California
San Francisco Ballet Association Retirement Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $16M.
- #2,576
- in Arts, Entertainment & Recreation (3,077 peers)
- +2.0%
- assets growth YoY
San Francisco Ballet Association Retirement Plan's outsized position by total assets
San Francisco Ballet Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,171,502 Top 26% higher than 74% 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
San Francisco Ballet Association Retirement 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 Ballet Association Retirement Plan sits mid-pack in the medium band (138 participants).
Published 5500 schedule card
Filing strip 941415298 · San Francisco Ballet Association PY 2022 · 401(k)
San Francisco Ballet Association Retirement Plan · $16M · 138 · 74th
- PHOTO $16M
- IND 138
- EOY 74th
- 5500 401(k)
- ASSETS near Ngp Management, LLC 401(k) Plan
- PCT ind #2576
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 Ballet Association Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $310K |
| Employer EIN | 941415298 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Ballet Association)
Sponsor-wide plan assets over time
All San Francisco Ballet Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 33.03631719027128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 178 | $31M |
| 2023 | 2 | 194 | $36M |
| 2024 | 2 | 195 | $41M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
San Francisco Ballet Association Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ngp Management, LLC 401(k) Plan in MA ($16M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Ngp Management, LLC 401(k) Plan (MA) $16M · 815
- Recaro Aircraft Seating Americas 401(k) Plan (TX) $16M · 360
- Piping Rock 401(k) Plan (NY) $16M · 801
- Midlands Packaging Corp 401(k) Profit Sharing Plan (NE) $16M · 144
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Capital Pumping, LP 401(k) Profit Sharing Plan (TX) 138 · 0 off
- Southcross Energy Partners Gp, LLC 401(k) Plan (TX) 138 · 0 off
- Cwie Holding Company, Inc. 401(k) Plan (AZ) 138 · 0 off
- Advanced Ent and Allergy, PLLC Profit Sharing Plan (KY) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.