401(k) · DOL Form 5500 · 2023
San Francisco Opera Association 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 829
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $19,906
- Avg per participant Low balance/head
Official DOL plan name: San Francisco Opera 403(b) Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation
$17M in assets, 829 participants
San Francisco Opera Association's San Francisco Opera 403(b) Plan reported $17M in total assets and 829 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #2,393 in Arts, Entertainment & Recreation (2,945 peers)
San Francisco Opera Association multi-year trail
San Francisco Opera Association's plans moved +42.3% in assets from 2022 to 2024; this filing shows San Francisco Opera 403(b) Plan at $17M / 829 participants.
- #2,393
- in Arts, Entertainment & Recreation (2,945 peers)
- +45.3%
- assets growth YoY
San Francisco Opera 403(b) Plan's outsized position by total assets
San Francisco Opera 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,502,003 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Francisco Opera 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Opera 403(b) Plan sits mid-pack in the medium band (829 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Opera 403(b) Plan reported net income rose from $645K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- San Francisco Opera 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- San Francisco Opera 403(b) Plan reported participants rose from 656 in the plan year 2022 filing to 829 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 940836240 · San Francisco Opera Association PY 2023 · 401(k)
San Francisco Opera 403(b) Plan · $17M · 829 · 69th
- BOY $17M
- BOY 829
- BOY 69th
- BOY 401(k)
- BOY near Versability Resources, Inc. 401(k) Plan
- BOY ind #2393
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 Opera 403(b) Plan in the asset neighbourhood
San Francisco Opera Association multi-year asset trail
Sponsor-wide plan assets over time
All San Francisco Opera Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 42.32873179551633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 755 | $44M |
| 2023 | 2 | 935 | $54M |
| 2024 | 2 | 948 | $62M |
San Francisco Opera Association filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $5M |
| Employer EIN | 940836240 |
| Plan Effective Date | 2015-02-02 |
| Filing Status | FILING RECEIVED |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
San Francisco Opera 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Versability Resources, Inc. 401(k) Plan in VA ($17M); by covered participants it is Atlas Healthcare Partners 401(k) Plan in AZ (829 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Versability Resources, Inc. 401(k) Plan (VA) $17M · 670
- Cochrane & Company 401(k) Plan (WA) $17M · 104
- Mazak Optonics Corporation 401(k) Plan (IL) $17M · 116
- Fred Haas Interests 401(k) Plan (TX) $17M · 542
Similar participant headcount
Nearest other-state filings by covered participants (829 participants); asset peers above are excluded.
- Atlas Healthcare Partners 401(k) Plan (AZ) 829 · 0 off
- Livhome, Inc. 401(k) Plan (NC) 829 · 0 off
- US Legal Support, Inc. 401(k) Plan (TX) 829 · 0 off
- Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust (TX) 829 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.