Profit Sharing · DOL Form 5500 · 2023
San Francisco Opera Association Profit Sharing Plan
Data updated 2026-08-11
- $37M
- Total assets
- 106
- Participants
- 82nd
- Percentile by assets
- $351,354
- Avg per participant
Official DOL plan name: San Francisco Opera Defined Contribution Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation
$37M in assets, 106 participants
San Francisco Opera Association's San Francisco Opera Defined Contribution Plan reported $37M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 127,072 plans)
- #2,632 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in California
San Francisco Opera Defined Contribution Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $37M.
- $37M
- total plan assets (2023 EOY)
- 106
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $351,354
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Opera Defined Contribution Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- San Francisco Opera Defined Contribution Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- San Francisco Opera Defined Contribution Plan reported participants rose from 99 in the plan year 2022 filing to 106 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. San Francisco Opera Defined Contribution Plan reports 106 participants - about 17% of that state average ($37M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 940836240 |
| Plan Effective Date | 2006-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Opera Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 755 | $44M |
| 2023 | 2 | 935 | $54M |
| 2024 | 2 | 948 | $62M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to San Francisco Opera Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did San Francisco Opera Defined Contribution Plan assets move in 2023? ▼
How have San Francisco Opera Association plan assets changed over time? ▼
Where does San Francisco Opera Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to San Francisco Opera Defined Contribution Plan? ▼
Next read for San Francisco Opera Defined Contribution…
Filing takeaways
Ways to act on San Francisco Opera Defined Contribution Plan's numbers.
- By total assets, San Francisco Opera Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- San Francisco Opera Association's sponsor-wide assets have grown 42.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans