Other · DOL Form 5500 · 2024

The Santa Fe Opera Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
54th
Percentile by assets National rank
$70,679
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

$9M in assets, 131 participants

The Santa Fe Opera's The Santa Fe Opera's Retirement Plan reported $9M in total assets and 131 participants in its 2024 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.

  • #2,084 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New Mexico

The Santa Fe Opera's Retirement Plan covers 131 participants in New Mexico, about 36% of the average New Mexico filer (state average ~365 per filing). Assets: $9M.

#2,084
in Arts, Entertainment & Recreation (2,921 peers)
+13.7%
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 2024 · DOL Form 5500

$9,258,999 Top 46% higher than 54% 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

The Santa Fe Opera's Retirement 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. The Santa Fe Opera's Retirement Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Santa Fe Opera's Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Santa Fe Opera's Retirement Plan reported participants rose from 122 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850131810 · The Santa Fe Opera PY 2024 · Other

The Santa Fe Opera's Retirement Plan · $9M · 131 · 54th

  • SCH $9M
  • SCH 131
  • SCH 54th
  • SCH Other
  • SCH near Midland Care Connection Retirement Plan
  • SCH ind #2084

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

Primecare Community Health, Inc. Employees Retirement PlanPrimecare Community Health, …$9MNorth Carolina Performing Arts Center at Charlotte Foundation 403b PlanNorth Carolina Performing Ar…$9MThe Santa Fe Opera's Retirement PlanThe Santa Fe Opera's Retirem…$9MMidland Care Connection Retirement PlanMidland Care Connection Reti…$9MCentro De Salud Familiar La Fe, Inc. 403(b) PlanCentro De Salud Familiar La …$9M
End-of-year total assets ($M) among The Santa Fe Opera's Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
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 -500050010001500 Total assets ($M) Participants The Santa Fe Opera's Retirement Plan, Total assets ($M): 9.258999 · Participants: 131The Santa Fe Opera's Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 967.775957 · Participants: 11856Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 142.174367 · Participants: 1883San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 122.75643 · Participants: 418Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 82.600191 · Participants: 271Albuquerque Academy Retirement PlanHoly Cross Hospital Retirement Savings Plan, Total assets ($M): 27.001787 · Participants: 491Holy Cross Hospital Retirement Savings 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 Midland Care Connection Retirement Plan in KS ($9M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 The Santa Fe Opera's Retirement Plan assets move in 2024? ▼
The Santa Fe Opera's Retirement Plan grew at a solid clip - up 13.7% during 2024, from $8M to $9M. 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 Midland Care Connection Retirement Plan in KS ($9M, 560 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 Cathedral Home for Children Retirement Plan in WY (131 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 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.