Other · DOL Form 5500 · 2023

Houston Grand Opera, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
827
Participants Near avg headcount
52nd
Percentile by assets National rank
$8,770
Avg per participant Low balance/head
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Official DOL plan name: Houston Grand Opera, Inc. 403(b) Plan · Sponsored by Houston Grand Opera, Inc. · Texas · Arts, Entertainment & Recreation

$7M in assets, 827 participants

Houston Grand Opera, Inc.'s Houston Grand Opera, Inc. 403(b) Plan reported $7M in total assets and 827 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,056 in Arts, Entertainment & Recreation (2,945 peers)

Houston Grand Opera, Inc. multi-year trail

Houston Grand Opera, Inc.'s plans moved +27.8% in assets from 2022 to 2024; this filing shows Houston Grand Opera, Inc. 403(b) Plan at $7M / 827 participants.

#2,056
in Arts, Entertainment & Recreation (2,945 peers)
+14.0%
assets growth YoY

Houston Grand Opera, Inc. 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Houston Grand Opera, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,252,824 Top 48% higher than 52% of 127,068 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 2023

Houston Grand Opera, Inc. 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. Houston Grand Opera, Inc. 403(b) Plan sits mid-pack in the medium band (827 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Grand Opera, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $902K in the plan year 2023 filing.
  • Houston Grand Opera, Inc. 403(b) Plan reported participants fell from 1,011 in the plan year 2022 filing to 827 in the plan year 2023 filing.
  • Houston Grand Opera, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 746016764 · Houston Grand Opera, Inc. PY 2023 · Other

Houston Grand Opera, Inc. 403(b) Plan · $7M · 827 · 52nd

  • BOY $7M
  • SCH 827
  • EBSA 52nd
  • PART Other
  • TYPE near Oak Spring Garden LLC 403(b) Plan
  • NET ind #2056

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 Texas →

Houston Grand Opera, Inc. 403(b) Plan in the asset neighbourhood

Ray Graham Assoc. for People with Disabilities 403b PlanRay Graham Assoc. for People…$7MSouth Peninsula Hospital 403(b) Plan for Union EmployeesSouth Peninsula Hospital 403…$7MHouston Grand Opera, Inc. 403(b) PlanHouston Grand Opera, Inc. 40…$7MOak Spring Garden LLC 403(b) PlanOak Spring Garden LLC 403(b)…$7MWater Missions International 403(b) Retirement PlanWater Missions International…$7M
End-of-year total assets ($M) among Houston Grand Opera, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Houston Grand Opera, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Houston Grand Opera, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 27.760691341432885% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.36M $8.13M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 1,011 $6M
2023 1 827 $7M
2024 1 1,011 $8M

Houston Grand Opera, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$902K
Employer EIN746016764
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Houston Grand Opera, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Houston Grand Opera, Inc. 403(b) Plan, Total assets ($B): 0.007252824 · Participants: 827Houston Grand Opera, Inc. 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Houston Grand Opera, Inc. 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Houston Grand Opera, Inc. 403(b) Plan side-by-side with 3 peers →

Houston Grand Opera, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Oak Spring Garden LLC 403(b) Plan in VA ($7M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (827 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Houston Grand Opera, Inc. 403(b) Plan assets move in 2023? ▼
Houston Grand Opera, Inc. 403(b) Plan grew at a solid clip - up 14.0% during 2023, from $6M to $7M. Reported net income was $902K.
How have Houston Grand Opera, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Grand Opera, Inc.'s sponsor-wide assets grew 27.8%, from $6M to $8M.
Which Other plans are similar in size to Houston Grand Opera, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Oak Spring Garden LLC 403(b) Plan in VA ($7M, 67 participants).
Which Other plans cover a similar participant headcount to Houston Grand Opera, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (827 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 746016764.

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.