401(k) · DOL Form 5500 · 2024
San Francisco Ballet Association 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $139,020
- Avg per participant Near avg balance/head
Official DOL plan name: San Francisco Ballet Association Retirement Plan · Sponsored by San Francisco Ballet Association · California · Arts, Entertainment & Recreation
$22M in assets, 155 participants
San Francisco Ballet Association's San Francisco Ballet Association Retirement Plan reported $22M in total assets and 155 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.
- #2,421 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in California
San Francisco Ballet Association Retirement Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $22M.
- #2,421
- in Arts, Entertainment & Recreation (2,921 peers)
- +13.9%
- assets growth YoY
San Francisco Ballet Association Retirement Plan's outsized position by total assets
San Francisco Ballet Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,548,110 Top 28% higher than 72% 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 Association 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. San Francisco Ballet Association Retirement Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Ballet Association Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- San Francisco Ballet Association Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941415298 · San Francisco Ballet Association PY 2024 · 401(k)
San Francisco Ballet Association Retirement Plan · $22M · 155 · 72nd
- SCH $22M
- SCH 155
- SCH 72nd
- SCH 401(k)
- SCH near Bupa Worldwide Corporation 401(k) Plan
- SCH ind #2421
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 Association Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 941415298 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Ballet Association)
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 |
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 Association Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bupa Worldwide Corporation 401(k) Plan in FL ($22M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Bupa Worldwide Corporation 401(k) Plan (FL) $22M · 93
- Eapc 401(k) Profit Sharing Plan (ND) $22M · 170
- Ridewell Corporation 401(k) Plan (MO) $22M · 182
- The Christ Hospital 401(a) Retirement Savings Plan (OH) $22M · 704
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 155 · 0 off
- The Fort Walton Machining 401(k) Plan (FL) 155 · 0 off
- Arcos LLC 401(k) Profit Sharing Plan (OH) 155 · 0 off
- Printmail Solutions, Inc. 401(k) Plan (PA) 155 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.