Plan Ledger DOL Form 5500 · updated monthly

Los Angeles Opera Company403(b)

LOS ANGELES OPERA COMPANY RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Los Angeles Opera Company reported $81,436 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $638 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.47% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 4,208th-largest of 9,483 plans among California employers on file, and the 488th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.21 for every $1.00 the employer contributed; active participation has shrunk from 602 to 532 since 2022.

Plan summary
Net assets, end of year$16,128,640
Participants with balances356
Active participants532
Employer contributions$339,524
Employee contributions$1,089,777
Employer contribution per active participant$638
Average account balance$45,305
Benefits paid to participants$1,142,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 356 accts · $340K emplr
2023$13.9M · 367 accts · $338K emplr
2022$11.8M · 356 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,436
Total administrative$81,436
Employer contributions to the Los Angeles Opera Company plan · 2024
Employer contribution per active participant$638
Median for plans this size$2,416
2024$638 per active participant
2023$570 per active participant
2022$599 per active participant

Los Angeles Opera Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ACTUARIAL BENEFITS CORP · Contract administrator$15,054
PENSION ASSURANCE · Contract administrator$13,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$81,436 · 0.54%
2023$41,125 · 0.32%
2022$51,757 · 0.47%
Same employer
Similar plansArts, Entertainment & Recreation · California
Reading International, Inc. CA$17.1M · 0.10%
ALL3MEDIA USA, Inc. CA$16.8M · 0.40%
Scott D Boras CA$16.7M · 0.63%
Fusefx Corp. CA$15.5M · 0.57%
Hillcrest Country Club CA$15.1M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952096402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.