401(k) · DOL Form 5500 · 2024
San Francisco Ballet Association 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $492,829
- 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
$20M in assets, 40 participants
San Francisco Ballet Association's San Francisco Ballet Agma 403(b) Plan reported $20M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #2,389 in Arts, Entertainment & Recreation (2,921 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 $20M / 40 participants.
- #2,389
- in Arts, Entertainment & Recreation (2,921 peers)
- +17.4%
- 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 2024 · DOL Form 5500
$19,713,153 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Francisco Ballet Agma 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 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 (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Ballet Agma 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- San Francisco Ballet Agma 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- San Francisco Ballet Agma 403(b) Plan reported participants rose from 39 in the plan year 2023 filing to 40 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941415298 · San Francisco Ballet Association PY 2024 · 401(k)
San Francisco Ballet Agma 403(b) Plan · $20M · 40 · 70th
- IND $20M
- EOY 40
- 5500 70th
- ASSETS 401(k)
- PCT near Highstreet It Solutions, LLC 401(k) Plan
- EIN ind #2389
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 (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Highstreet It Solutions, LLC 401(k) Plan in VA ($20M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Highstreet It Solutions, LLC 401(k) Plan (VA) $20M · 78
- Fast Pace Medical Clinic, PLLC 401(k) Plan (TN) $20M · 2,877
- G2 Secure Staff, L.L.C. Employees Savings Trust (TX) $20M · 8,899
- Biehle Electric, Inc. 401(k) Profit Sharing Plan (IN) $20M · 100
Similar participant headcount
Nearest other-state filings by covered participants (40 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.