Other · DOL Form 5500 · 2023

The Santa Fe Opera Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
122
Participants Small participant base
54th
Percentile by assets National rank
$66,775
Avg per participant Below avg balance/head
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Official DOL plan name: The Santa Fe Opera's Retirement Plan · Sponsored by The Santa Fe Opera · New Mexico · Arts, Entertainment & Recreation

$8M in assets, 122 participants

The Santa Fe Opera's The Santa Fe Opera's Retirement Plan reported $8M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,093 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New Mexico

The Santa Fe Opera's Retirement Plan covers 122 participants in New Mexico, about 33% of the average New Mexico filer (state average ~365 per filing). Assets: $8M.

#2,093
in Arts, Entertainment & Recreation (2,945 peers)
+16.6%
assets growth YoY

The Santa Fe Opera's Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Santa Fe Opera's Retirement Plan vs every filed plan by assets

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

$8,146,528 Top 46% higher than 54% 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

The Santa Fe Opera's Retirement 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. The Santa Fe Opera's Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Santa Fe Opera's Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Santa Fe Opera's Retirement Plan reported participants rose from 83 in the plan year 2022 filing to 122 in the plan year 2023 filing.
  • The Santa Fe Opera's Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850131810 · The Santa Fe Opera PY 2023 · Other

The Santa Fe Opera's Retirement Plan · $8M · 122 · 54th

  • BOY $8M
  • BOY 122
  • BOY 54th
  • BOY Other
  • BOY near The Carol Woods Retirement Plan
  • BOY ind #2093

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 New Mexico →

The Santa Fe Opera's Retirement Plan in the asset neighbourhood

The Santa Fe Opera's Retirement PlanThe Santa Fe Opera's Retirem…$8MThe Carol Woods Retirement PlanThe Carol Woods Retirement P…$8MRobeson Health Care Corporation Retirement Savings PlanRobeson Health Care Corporat…$8MThe Carey Counseling Center, Inc. Tax Deferred Annuity PlanThe Carey Counseling Center,…$8MThe Leaguers, Inc. 403(b) PlanThe Leaguers, Inc. 403(b) Pl…$8M
End-of-year total assets ($M) among The Santa Fe Opera's Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN850131810
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Santa Fe Opera)

Sponsor-wide plan assets over time

All The Santa Fe Opera plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.53445731649973% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.99M $9.26M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 83 $7M
2023 1 122 $8M
2024 1 131 $9M

Nearby Other Plans in New Mexico

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

The Santa Fe Opera's Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants The Santa Fe Opera's Retirement Plan, Total assets ($M): 8.146528 · Participants: 122The Santa Fe Opera's Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 865.148227 · Participants: 11387Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 131.12294 · Participants: 1887San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 30.925279 · Participants: 433First Choice Community Healthcare 403(b) Plan
The Santa Fe Opera's Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare The Santa Fe Opera's Retirement Plan side-by-side with 3 peers →

The Santa Fe Opera's Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Mexico, the nearest Other by assets is The Carol Woods Retirement Plan in NC ($8M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 The Santa Fe Opera's Retirement Plan assets move in 2023? ▼
The Santa Fe Opera's Retirement Plan grew sharply - up 16.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have The Santa Fe Opera plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Santa Fe Opera's sponsor-wide assets grew 32.5%, from $7M to $9M.
Which Other plans are similar in size to The Santa Fe Opera's Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Carol Woods Retirement Plan in NC ($8M, 355 participants).
Which Other plans cover a similar participant headcount to The Santa Fe Opera's Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M 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 850131810.

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.