Plan Ledger DOL Form 5500 · updated monthly

San Francisco Opera AssociationProfit-sharing plan

SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

San Francisco Opera Association reported $3,278 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,739 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 fell from 0.02% to 0.01%. 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 2,117th-largest of 9,483 plans among California employers on file, and the 244th of 1,311 in arts, entertainment & recreation. active participation has grown from 106 to 445 since 2022.

Plan summary
Net assets, end of year$40,498,527
Participants with balances438
Active participants445
Employer contributions$773,936
Employee contributions$0
Employer contribution per active participant$1,739
Average account balance$92,462
Benefits paid to participants$2,825,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.5M · 438 accts · $774K emplr
2023$37.2M · 314 accts · $830K emplr
2022$32.4M · 299 accts · $616K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175
Investment management$3,103
Total administrative$3,278
Employer contributions to the San Francisco Opera Association plan · 2024
Employer contribution per active participant$1,739
Median for plans this size$2,416
2024$1,739 per active participant
2023$7,278 per active participant
2022$5,809 per active participant

San Francisco Opera Association's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$175

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$3,278 · 0.01%
2023$5,241 · 0.02%
2022$7,019 · 0.02%
All plans at this employer2
SAN FRANCISCO OPERA DEFINED CONTRIBUTION PLANProfit-sharing plan
SAN FRANCISCO OPERA 403(B) PLAN403(b)
Same employer
Similar plansArts, Entertainment & Recreation · California
Patreon, Inc CA$45.5M · 0.01%
Red Hawk Casino CA$44.1M · 0.09%
San Jose Sharks, LLC CA$39.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940836240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.