401(k) · DOL Form 5500 · 2023

Lyric Opera of Chicago 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
119
Participants Small participant base
65th
Percentile by assets National rank
$115,402
Avg per participant Below avg balance/head
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Official DOL plan name: Lyric Opera 401(k) Savings Plan · Sponsored by Lyric Opera of Chicago · Illinois · Arts, Entertainment & Recreation

$14M in assets, 119 participants

Lyric Opera of Chicago's Lyric Opera 401(k) Savings Plan reported $14M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,317 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Illinois

Lyric Opera 401(k) Savings Plan covers 119 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#2,317
in Arts, Entertainment & Recreation (2,945 peers)
+7.4%
assets growth YoY

Lyric Opera 401(k) Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Lyric Opera 401(k) Savings Plan vs every filed plan by assets

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

$13,732,857 Top 35% higher than 65% 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

Lyric Opera 401(k) Savings 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. Lyric Opera 401(k) Savings Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lyric Opera 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $950K in the plan year 2023 filing.
  • Lyric Opera 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Lyric Opera 401(k) Savings Plan reported participants rose from 112 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 366008929 · Lyric Opera of Chicago PY 2023 · 401(k)

Lyric Opera 401(k) Savings Plan · $14M · 119 · 65th

  • EOY $14M
  • EOY 119
  • EOY 65th
  • EOY 401(k)
  • EOY near Allstate Can Corporation Profit Sharing Plan
  • EOY ind #2317

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 Illinois →

Lyric Opera 401(k) Savings Plan in the asset neighbourhood

Lyric Opera 401(k) Savings PlanLyric Opera 401(k) Savings P…$14MAllstate Can Corporation Profit Sharing PlanAllstate Can Corporation Pro…$14MMersino Dewatering, LLC 401(k) PlanMersino Dewatering, LLC 401(…$14MSizzling Steak Concepts 401(k) PlanSizzling Steak Concepts 401(…$14MTaurus Investment Holdings, LLC 401(k) PlanTaurus Investment Holdings, …$14M
End-of-year total assets ($M) among Lyric Opera 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$950K
Employer EIN366008929
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyric Opera of Chicago)

Sponsor-wide plan assets over time

All Lyric Opera of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$15M 13.810579510607674% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.8M $14.6M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 112 $13M
2023 1 119 $14M
2024 1 121 $15M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lyric Opera 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lyric Opera 401(k) Savings Plan, Total assets ($B): 0.013732857 · Participants: 119Lyric Opera 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Lyric Opera 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lyric Opera 401(k) Savings Plan side-by-side with 3 peers →

Lyric Opera 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Allstate Can Corporation Profit Sharing Plan in NJ ($14M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Lyric Opera 401(k) Savings Plan assets move in 2023? ▼
Lyric Opera 401(k) Savings Plan grew at a solid clip - up 7.4% during 2023, from $13M to $14M. Reported net income was $950K.
How have Lyric Opera of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyric Opera of Chicago's sponsor-wide assets grew 13.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Lyric Opera 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allstate Can Corporation Profit Sharing Plan in NJ ($14M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Lyric Opera 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 366008929.

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.