Profit Sharing · DOL Form 5500 · 2024

San Francisco Opera Association Profit Sharing Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
114
Participants Small participant base
82nd
Percentile by assets National rank
$355,250
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Francisco Opera Defined Contribution Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation

$40M in assets, 114 participants

San Francisco Opera Association's San Francisco Opera Defined Contribution Plan reported $40M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,604 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

San Francisco Opera Defined Contribution Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $40M.

#2,604
in Arts, Entertainment & Recreation (2,921 peers)
+8.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

San Francisco Opera Defined Contribution Plan's outsized position by total assets

San Francisco Opera Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,498,527 Top 18% higher than 82% of 123,620 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 2024

San Francisco Opera Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Opera Defined Contribution Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Francisco Opera Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • San Francisco Opera Defined Contribution Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • San Francisco Opera Defined Contribution Plan reported participants rose from 106 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 940836240 · San Francisco Opera Association PY 2024 · Profit Sharing

San Francisco Opera Defined Contribution Plan · $40M · 114 · 82nd

  • EIN $40M
  • RANK 114
  • PHOTO 82nd
  • IND Profit Sharing
  • EOY near Moody Bible Institute Match Savings Plan
  • 5500 ind #2604

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 Defined Contribution Plan in the asset neighbourhood

Il Federation of Teachers Pension PlanIl Federation of Teachers Pe…$41MLaborers Local 785 Defined Contribution PlanLaborers Local 785 Defined C…$41MMoody Bible Institute Match Savings PlanMoody Bible Institute Match …$41MSan Francisco Opera Defined Contribution PlanSan Francisco Opera Defined …$40MLuhr Crosby, LLC Employees Profit Sharing Plan and TrustLuhr Crosby, LLC Employees P…$40M
End-of-year total assets ($M) among San Francisco Opera Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN940836240
Plan Effective Date2006-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Opera Association)

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
$40M$50M$60M$70M 202220232024 $43.7M $62.2M ▲ +42.3%
Year Plans Participants Total Assets
2022 2 755 $44M
2023 2 935 $54M
2024 2 948 $62M

Nearby Profit Sharing Plans in California

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

San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants San Francisco Opera Defined Contribution Plan, Total assets ($B): 0.040498527 · Participants: 114San Francisco Opera Defined Contribution PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
San Francisco Opera Defined Contribution Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare San Francisco Opera Defined Contribution Plan side-by-side with 3 peers →

San Francisco Opera Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Moody Bible Institute Match Savings Plan in IL ($41M); by covered participants it is Community Workshop Training Center 403(b) Plan in IL (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did San Francisco Opera Defined Contribution Plan assets move in 2024? ▼
San Francisco Opera Defined Contribution Plan grew at a solid clip - up 8.7% during 2024, from $37M to $40M. Reported net income was $3M.
How have San Francisco Opera Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Opera Association's sponsor-wide assets grew 42.3%, from $44M to $62M.
Where does San Francisco Opera Defined Contribution Plan rank by assets among Form 5500 filers? ▼
San Francisco Opera Defined Contribution Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to San Francisco Opera Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Moody Bible Institute Match Savings Plan in IL ($41M, 931 participants).
Which Profit Sharing plans cover a similar participant headcount to San Francisco Opera Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Community Workshop Training Center 403(b) Plan in IL (114 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940836240.

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.