401(k) · DOL Form 5500 · 2023
San Francisco Ballet Association 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $430,634
- Avg per participant High balance/head
Official DOL plan name: San Francisco Ballet Agma 403(b) Plan · Sponsored by San Francisco Ballet Association · California · Arts, Entertainment & Recreation
$17M in assets, 39 participants
San Francisco Ballet Association's San Francisco Ballet Agma 403(b) Plan reported $17M in total assets and 39 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.
- #2,397 in Arts, Entertainment & Recreation (2,945 peers)
San Francisco Ballet Association multi-year trail
San Francisco Ballet Association's plans moved +33.0% in assets from 2022 to 2024; this filing shows San Francisco Ballet Agma 403(b) Plan at $17M / 39 participants.
- #2,397
- in Arts, Entertainment & Recreation (2,945 peers)
- +13.1%
- assets growth YoY
San Francisco Ballet Agma 403(b) Plan's outsized position by total assets
San Francisco Ballet Agma 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,794,725 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 Ballet Agma 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Ballet Agma 403(b) Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Ballet Agma 403(b) Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- San Francisco Ballet Agma 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- San Francisco Ballet Agma 403(b) Plan reported participants fell from 40 in the plan year 2022 filing to 39 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941415298 · San Francisco Ballet Association PY 2023 · 401(k)
San Francisco Ballet Agma 403(b) Plan · $17M · 39 · 69th
- EOY $17M
- 5500 39
- ASSETS 69th
- PCT 401(k)
- EIN near Tidel Engineering, LP 401(k) Plan
- RANK ind #2397
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 Ballet Agma 403(b) Plan in the asset neighbourhood
San Francisco Ballet Association multi-year asset trail
Sponsor-wide plan assets over time
All San Francisco Ballet Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 33.03631719027128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 178 | $31M |
| 2023 | 2 | 194 | $36M |
| 2024 | 2 | 195 | $41M |
San Francisco Ballet Association filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 941415298 |
| Plan Effective Date | 1996-07-01 |
| 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 Ballet Agma 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tidel Engineering, LP 401(k) Plan in TX ($17M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Tidel Engineering, LP 401(k) Plan (TX) $17M · 302
- Ubiquiti Inc 401(k) Profit Sharing Plan and Trust (IL) $17M · 145
- South Shore Orthopedics Retirement Plan (MA) $17M · 108
- Innovative Therapy Concepts, LLC 401(k) Plan (GA) $17M · 434
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
- Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
- Defined Logic 401(k) Plan (NJ) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.