401(k) · DOL Form 5500 · 2024

San Francisco Opera Association 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
834
Participants Near avg headcount
72nd
Percentile by assets National rank
$26,065
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Francisco Opera 403(b) Plan · Sponsored by San Francisco Opera Association · California · Arts, Entertainment & Recreation

$22M in assets, 834 participants

San Francisco Opera Association's San Francisco Opera 403(b) Plan reported $22M in total assets and 834 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,423 in Arts, Entertainment & Recreation (2,921 peers)

San Francisco Opera Association multi-year trail

San Francisco Opera Association's plans moved +42.3% in assets from 2022 to 2024; this filing shows San Francisco Opera 403(b) Plan at $22M / 834 participants.

#2,423
in Arts, Entertainment & Recreation (2,921 peers)
+31.7%
assets growth YoY

San Francisco Opera 403(b) Plan's outsized position by total assets

San Francisco Opera 403(b) Plan vs every filed plan by assets

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

$21,738,245 Top 28% higher than 72% 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 403(b) 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 403(b) Plan sits mid-pack in the medium band (834 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Francisco Opera 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940836240 · San Francisco Opera Association PY 2024 · 401(k)

San Francisco Opera 403(b) Plan · $22M · 834 · 72nd

  • 5500 $22M
  • 5500 834
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Stanilla Siegel and Maser LLC
  • 5500 ind #2423

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 403(b) Plan in the asset neighbourhood

San Francisco Opera 403(b) PlanSan Francisco Opera 403(b) P…$22MStanilla Siegel and Maser LLC$22MHerc-U-Lift, Inc. Profit Sharing Savings for Retirement PlanHerc-U-Lift, Inc. Profit Sha…$22MKobie Marketing, Inc. 401(k) PlanKobie Marketing, Inc. 401(k)…$22MGreater Boston Urology, LLC 401(k) Profit Sharing PlanGreater Boston Urology, LLC …$22M
End-of-year total assets ($M) among San Francisco Opera 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

San Francisco Opera Association multi-year asset trail

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

San Francisco Opera Association filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN940836240
Plan Effective Date2015-02-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

San Francisco Opera 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants San Francisco Opera 403(b) Plan, Total assets ($B): 0.021738245 · Participants: 834San Francisco Opera 403(b) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
San Francisco Opera 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants

San Francisco Opera 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stanilla Siegel and Maser LLC in PA ($22M); by covered participants it is Altus Group 401(k) Plan in TX (834 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (834 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 403(b) Plan assets move in 2024?
San Francisco Opera 403(b) Plan surged - up 31.7% during 2024, from $17M to $22M. Reported net income was $5M.
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.
Which 401(k) plans are similar in size to San Francisco Opera 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Stanilla Siegel and Maser LLC in PA ($22M, 14 participants).
Which 401(k) plans cover a similar participant headcount to San Francisco Opera 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Altus Group 401(k) Plan in TX (834 participants, $97M in assets).