Employer · plans filed under one EIN
Metropolitan Opera Association, Inc.
New York, NY · Arts, entertainment and recreation
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Metropolitan Opera Association, Inc.'s employer identification number (New York, New York). Their latest filings total 2,897 participant records and $510M in net assets.
The largest is Metropolitan Opera Association Retirement Plan, a defined benefit pension plan with 1,664 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $11.2M and participant contributions $9.1M in the latest plan years; benefits paid were $40.7M. Schedule C compensation reported to service provider organisations totalled $6.3M.
Combined net assets moved from $241M in 2009 to $510M in 2024 (up 112%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Metropolitan Opera Association Retirement Plan | defined benefit pension plan | 2024 | 1,664 | $277M | $166,746 | $15,485 | $6.1M |
| The Metropolitan Opera Retirement Savings Plan | 403(b) plan | 2024 | 1,233 | $232M | $188,243 | $150 | $239K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 2,897 | $510M | $11.2M | $9.1M |
| 2023 | 2 | 2,922 | $481M | $11.0M | $9.2M |
| 2022 | 2 | 2,766 | $444M | $10.2M | $8.6M |
| 2021 | 2 | 2,761 | $473M | $9.6M | $5.8M |
| 2020 | 2 | 2,660 | $472M | $8.6M | $4.9M |
| 2019 | 2 | 2,764 | $424M | $11.2M | $9.2M |
| 2018 | 2 | 2,737 | $390M | $10.0M | $9.3M |
| 2017 | 2 | 2,689 | $402M | $12.9M | $9.2M |
| 2016 | 2 | 2,695 | $377M | $10.5M | $9.0M |
| 2015 | 2 | 2,720 | $355M | $8.6M | $9.5M |
| 2014 | 2 | 2,700 | $361M | $9.2M | $9.3M |
| 2013 | 2 | 2,716 | $350M | $9.2M | $9.6M |
| 2012 | 2 | 2,683 | $318M | $12.7M | $9.8M |
| 2011 | 2 | 2,661 | $281M | $10.0M | $9.8M |
| 2010 | 2 | 2,676 | $274M | $9.3M | $9.3M |
| 2009 | 2 | 2,643 | $241M | $5.7M | $9.1M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Partners Capital | Investment advisory (plan) | 1 | $1,607,739 |
| The Children's Investment Fund | Investment management | 1 | $504,386 |
| Two Sigma AB Ret Enhanced Fund | Investment management | 1 | $503,535 |
| Elliott International Limited | Investment management | 1 | $246,525 |
| Glazer Enhanced Offshore Fund Ltd. | Investment management | 1 | $216,627 |
| 140 Summer Partners | Investment management | 1 | $202,607 |
| Proskauer Rose LLP | Legal | 2 | $189,645 |
| Holocene Advisors Offshore Fund Ltd. | Investment management | 1 | $161,469 |
| Encompass | Investment management | 1 | $145,536 |
| Andurand Capital | Investment management | 1 | $130,468 |
| Milliman | Actuarial | 1 | $127,562 |
| Exodus Point Partners | Investment management | 1 | $116,329 |
| Capfinancial Partners, LLC | Consulting (general); Insurance services | 1 | $95,703 |
| KPMG LLP | Accounting (including auditing) | 1 | $90,645 |
| Transamerica Retirement Solutions | Claims processing; Recordkeeping and information management; Investment management; Participant loan processing | 1 | $17,235 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Metropolitan Opera Association, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Metropolitan Opera Association Retirement Plan and The Metropolitan Opera Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Metropolitan Opera Association, Inc. contribute to its plans?
$11,200,755 in employer contributions across these plans in their latest plan years, about $7,116 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Partners Capital, The Children's Investment Fund, Two Sigma AB Ret Enhanced Fund and Elliott International Limited and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.