Utah Symphony and Opera
Plan context: Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan
EIN 51-0145980 • Salt Lake City, UT • 69 filings • 10 plans
Current Snapshot
Latest Year
2025
2025 Participants
155
2025 Assets
$20,615,469
2025 Contributions
$1,362,368
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 155 | $0 | $0 | - |
| Utah Symphony & Opera Welfare Benefit Plan | - | 155 | - | - | - |
| 2024 | 3 | 155 | $20,615,469 | $1,362,368 | $8,789iApproximate average salary by contribution assumption: employee only about $219,737 at 4% or $146,491 at 6%; with 50% employer match about $146,491 at 4% or $97,661 at 6%; with 100% employer match about $109,868 at 4% or $73,246 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 79 | $13,848,884 | $859,184 | $10,876iApproximate average salary by contribution assumption: employee only about $271,894 at 4% or $181,262 at 6%; with 50% employer match about $181,262 at 4% or $120,842 at 6%; with 100% employer match about $135,947 at 4% or $90,631 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 96 | $6,766,585 | $503,184 | $5,242iApproximate average salary by contribution assumption: employee only about $131,038 at 4% or $87,358 at 6%; with 50% employer match about $87,358 at 4% or $58,239 at 6%; with 100% employer match about $65,519 at 4% or $43,679 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 155 | - | - | - |
| 2023 | 3 | 149 | $18,688,585 | $1,070,576 | $7,185iApproximate average salary by contribution assumption: employee only about $179,627 at 4% or $119,751 at 6%; with 50% employer match about $119,751 at 4% or $79,834 at 6%; with 100% employer match about $89,813 at 4% or $59,876 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 82 | $12,638,480 | $800,449 | $9,762iApproximate average salary by contribution assumption: employee only about $244,039 at 4% or $162,693 at 6%; with 50% employer match about $162,693 at 4% or $108,462 at 6%; with 100% employer match about $122,020 at 4% or $81,346 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 93 | $6,050,105 | $270,127 | $2,905iApproximate average salary by contribution assumption: employee only about $72,615 at 4% or $48,410 at 6%; with 50% employer match about $48,410 at 4% or $32,273 at 6%; with 100% employer match about $36,307 at 4% or $24,205 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 149 | - | - | - |
| 2022 | 3 | 136 | $15,516,413 | $1,076,468 | $7,915iApproximate average salary by contribution assumption: employee only about $197,880 at 4% or $131,920 at 6%; with 50% employer match about $131,920 at 4% or $87,947 at 6%; with 100% employer match about $98,940 at 4% or $65,960 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 78 | $10,623,789 | $731,772 | $9,382iApproximate average salary by contribution assumption: employee only about $234,542 at 4% or $156,362 at 6%; with 50% employer match about $156,362 at 4% or $104,241 at 6%; with 100% employer match about $117,271 at 4% or $78,181 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 84 | $4,892,624 | $344,696 | $4,104iApproximate average salary by contribution assumption: employee only about $102,588 at 4% or $68,392 at 6%; with 50% employer match about $68,392 at 4% or $45,595 at 6%; with 100% employer match about $51,294 at 4% or $34,196 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 136 | - | - | - |
| 2021 | 3 | 145 | $13,777,525 | $1,321,928 | $9,117iApproximate average salary by contribution assumption: employee only about $227,919 at 4% or $151,946 at 6%; with 50% employer match about $151,946 at 4% or $101,297 at 6%; with 100% employer match about $113,959 at 4% or $75,973 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 77 | $9,117,966 | $699,577 | $9,085iApproximate average salary by contribution assumption: employee only about $227,135 at 4% or $151,424 at 6%; with 50% employer match about $151,424 at 4% or $100,949 at 6%; with 100% employer match about $113,568 at 4% or $75,712 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 72 | $4,659,559 | $622,351 | $8,644iApproximate average salary by contribution assumption: employee only about $216,094 at 4% or $144,063 at 6%; with 50% employer match about $144,063 at 4% or $96,042 at 6%; with 100% employer match about $108,047 at 4% or $72,031 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 145 | - | - | - |
| 2020 | 3 | 138 | $17,355,293 | $898,613 | $6,512iApproximate average salary by contribution assumption: employee only about $162,792 at 4% or $108,528 at 6%; with 50% employer match about $108,528 at 4% or $72,352 at 6%; with 100% employer match about $81,396 at 4% or $54,264 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 75 | $12,323,386 | $529,046 | $7,054iApproximate average salary by contribution assumption: employee only about $176,349 at 4% or $117,566 at 6%; with 50% employer match about $117,566 at 4% or $78,377 at 6%; with 100% employer match about $88,174 at 4% or $58,783 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 64 | $5,031,907 | $369,567 | $5,774iApproximate average salary by contribution assumption: employee only about $144,362 at 4% or $96,241 at 6%; with 50% employer match about $96,241 at 4% or $64,161 at 6%; with 100% employer match about $72,181 at 4% or $48,121 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 138 | - | - | - |
| 2019 | 3 | 144 | $13,773,538 | $971,145 | $6,744iApproximate average salary by contribution assumption: employee only about $168,602 at 4% or $112,401 at 6%; with 50% employer match about $112,401 at 4% or $74,934 at 6%; with 100% employer match about $84,301 at 4% or $56,201 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 70 | $9,950,062 | $446,834 | $6,383iApproximate average salary by contribution assumption: employee only about $159,584 at 4% or $106,389 at 6%; with 50% employer match about $106,389 at 4% or $70,926 at 6%; with 100% employer match about $79,792 at 4% or $53,195 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 71 | $3,823,476 | $524,311 | $7,385iApproximate average salary by contribution assumption: employee only about $184,617 at 4% or $123,078 at 6%; with 50% employer match about $123,078 at 4% or $82,052 at 6%; with 100% employer match about $92,308 at 4% or $61,539 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 144 | - | - | - |
| 2018 | 3 | 148 | $11,695,088 | $969,596 | $6,551iApproximate average salary by contribution assumption: employee only about $163,783 at 4% or $109,189 at 6%; with 50% employer match about $109,189 at 4% or $72,792 at 6%; with 100% employer match about $81,892 at 4% or $54,594 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 72 | $8,565,896 | $628,045 | $8,723iApproximate average salary by contribution assumption: employee only about $218,071 at 4% or $145,381 at 6%; with 50% employer match about $145,381 at 4% or $96,921 at 6%; with 100% employer match about $109,036 at 4% or $72,690 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 70 | $3,129,192 | $341,551 | $4,879iApproximate average salary by contribution assumption: employee only about $121,983 at 4% or $81,322 at 6%; with 50% employer match about $81,322 at 4% or $54,214 at 6%; with 100% employer match about $60,991 at 4% or $40,661 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 148 | - | - | - |
| 2017 | 3 | 158 | $11,045,141 | $919,123 | $5,817iApproximate average salary by contribution assumption: employee only about $145,431 at 4% or $96,954 at 6%; with 50% employer match about $96,954 at 4% or $64,636 at 6%; with 100% employer match about $72,715 at 4% or $48,477 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 72 | $8,196,121 | $603,093 | $8,376iApproximate average salary by contribution assumption: employee only about $209,407 at 4% or $139,605 at 6%; with 50% employer match about $139,605 at 4% or $93,070 at 6%; with 100% employer match about $104,704 at 4% or $69,802 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 72 | $2,849,020 | $316,030 | $4,389iApproximate average salary by contribution assumption: employee only about $109,733 at 4% or $73,155 at 6%; with 50% employer match about $73,155 at 4% or $48,770 at 6%; with 100% employer match about $54,866 at 4% or $36,578 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 158 | - | - | - |
| 2016 | 3 | 152 | $10,068,827 | $726,988 | $4,783iApproximate average salary by contribution assumption: employee only about $119,570 at 4% or $79,714 at 6%; with 50% employer match about $79,714 at 4% or $53,142 at 6%; with 100% employer match about $59,785 at 4% or $39,857 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 73 | $7,602,109 | $473,815 | $6,491iApproximate average salary by contribution assumption: employee only about $162,265 at 4% or $108,177 at 6%; with 50% employer match about $108,177 at 4% or $72,118 at 6%; with 100% employer match about $81,133 at 4% or $54,088 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 62 | $2,466,718 | $253,173 | $4,083iApproximate average salary by contribution assumption: employee only about $102,086 at 4% or $68,057 at 6%; with 50% employer match about $68,057 at 4% or $45,372 at 6%; with 100% employer match about $51,043 at 4% or $34,029 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 152 | - | - | - |
| 2015 | 4 | 143 | $14,147,827 | $781,777 | $5,467iApproximate average salary by contribution assumption: employee only about $136,674 at 4% or $91,116 at 6%; with 50% employer match about $91,116 at 4% or $60,744 at 6%; with 100% employer match about $68,337 at 4% or $45,558 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 66 | $6,320,819 | $293,935 | $4,454iApproximate average salary by contribution assumption: employee only about $111,339 at 4% or $74,226 at 6%; with 50% employer match about $74,226 at 4% or $49,484 at 6%; with 100% employer match about $55,670 at 4% or $37,113 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 64 | $5,873,495 | $409,519 | $6,399iApproximate average salary by contribution assumption: employee only about $159,968 at 4% or $106,646 at 6%; with 50% employer match about $106,646 at 4% or $71,097 at 6%; with 100% employer match about $79,984 at 4% or $53,323 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 61 | $1,953,513 | $78,323 | $1,284iApproximate average salary by contribution assumption: employee only about $32,100 at 4% or $21,400 at 6%; with 50% employer match about $21,400 at 4% or $14,266 at 6%; with 100% employer match about $16,050 at 4% or $10,700 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 143 | - | - | - |
| 2014 | 3 | 145 | $7,682,572 | $512,791 | $3,536iApproximate average salary by contribution assumption: employee only about $88,412 at 4% or $58,941 at 6%; with 50% employer match about $58,941 at 4% or $39,294 at 6%; with 100% employer match about $44,206 at 4% or $29,471 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 61 | $5,826,934 | $366,742 | $6,012iApproximate average salary by contribution assumption: employee only about $150,304 at 4% or $100,203 at 6%; with 50% employer match about $100,203 at 4% or $66,802 at 6%; with 100% employer match about $75,152 at 4% or $50,101 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 61 | $1,855,638 | $146,049 | $2,394iApproximate average salary by contribution assumption: employee only about $59,856 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,603 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 145 | - | - | - |
| 2013 | 3 | 146 | $7,292,346 | $595,431 | $4,078iApproximate average salary by contribution assumption: employee only about $101,957 at 4% or $67,972 at 6%; with 50% employer match about $67,972 at 4% or $45,314 at 6%; with 100% employer match about $50,979 at 4% or $33,986 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 60 | $5,524,880 | $347,920 | $5,799iApproximate average salary by contribution assumption: employee only about $144,967 at 4% or $96,644 at 6%; with 50% employer match about $96,644 at 4% or $64,430 at 6%; with 100% employer match about $72,483 at 4% or $48,322 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 68 | $1,767,466 | $247,511 | $3,640iApproximate average salary by contribution assumption: employee only about $90,997 at 4% or $60,664 at 6%; with 50% employer match about $60,664 at 4% or $40,443 at 6%; with 100% employer match about $45,498 at 4% or $30,332 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 146 | - | - | - |
| 2012 | 3 | 144 | $5,702,734 | $478,750 | $3,325iApproximate average salary by contribution assumption: employee only about $83,116 at 4% or $55,411 at 6%; with 50% employer match about $55,411 at 4% or $36,941 at 6%; with 100% employer match about $41,558 at 4% or $27,705 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 57 | $4,339,822 | $365,043 | $6,404iApproximate average salary by contribution assumption: employee only about $160,107 at 4% or $106,738 at 6%; with 50% employer match about $106,738 at 4% or $71,158 at 6%; with 100% employer match about $80,053 at 4% or $53,369 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 59 | $1,362,912 | $113,707 | $1,927iApproximate average salary by contribution assumption: employee only about $48,181 at 4% or $32,121 at 6%; with 50% employer match about $32,121 at 4% or $21,414 at 6%; with 100% employer match about $24,090 at 4% or $16,060 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 144 | - | - | - |
| 2011 | 3 | 120 | $5,128,968 | $534,322 | $4,453iApproximate average salary by contribution assumption: employee only about $111,317 at 4% or $74,211 at 6%; with 50% employer match about $74,211 at 4% or $49,474 at 6%; with 100% employer match about $55,659 at 4% or $37,106 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 56 | $3,814,335 | $376,472 | $6,723iApproximate average salary by contribution assumption: employee only about $168,068 at 4% or $112,045 at 6%; with 50% employer match about $112,045 at 4% or $74,697 at 6%; with 100% employer match about $84,034 at 4% or $56,023 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 56 | $1,314,633 | $157,850 | $2,819iApproximate average salary by contribution assumption: employee only about $70,469 at 4% or $46,979 at 6%; with 50% employer match about $46,979 at 4% or $31,319 at 6%; with 100% employer match about $35,234 at 4% or $23,490 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 120 | - | - | - |
| 2010 | 4 | 123 | $4,738,216 | $1,225,194 | $9,961iApproximate average salary by contribution assumption: employee only about $249,023 at 4% or $166,015 at 6%; with 50% employer match about $166,015 at 4% or $110,677 at 6%; with 100% employer match about $124,512 at 4% or $83,008 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 53 | $3,493,752 | $1,077,596 | $20,332iApproximate average salary by contribution assumption: employee only about $508,300 at 4% or $338,867 at 6%; with 50% employer match about $338,867 at 4% or $225,911 at 6%; with 100% employer match about $254,150 at 4% or $169,433 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 42 | $1,244,464 | $147,598 | $3,514iApproximate average salary by contribution assumption: employee only about $87,856 at 4% or $58,571 at 6%; with 50% employer match about $58,571 at 4% or $39,047 at 6%; with 100% employer match about $43,928 at 4% or $29,285 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 123 | - | - | - |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 0 | $0 | - | - |
| 2009 | 5 | 144 | $3,704,536 | $3,464,342 | $24,058iApproximate average salary by contribution assumption: employee only about $601,448 at 4% or $400,966 at 6%; with 50% employer match about $400,966 at 4% or $267,310 at 6%; with 100% employer match about $300,724 at 4% or $200,483 at 6%. |
| Utah Symphony Orchestra (Members of Afm Local 104) 401(K) Plan | - | 48 | $2,048,119 | $2,048,768 | $42,683iApproximate average salary by contribution assumption: employee only about $1,067,067 at 4% or $711,378 at 6%; with 50% employer match about $711,378 at 4% or $474,252 at 6%; with 100% employer match about $533,533 at 4% or $355,689 at 6%. |
| Utah Symphony/Utah Opera 401(K) Plan | - | 42 | $957,843 | $956,845 | $22,782iApproximate average salary by contribution assumption: employee only about $569,551 at 4% or $379,700 at 6%; with 50% employer match about $379,700 at 4% or $253,134 at 6%; with 100% employer match about $284,775 at 4% or $189,850 at 6%. |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 24 | $698,574 | $458,729 | $19,114iApproximate average salary by contribution assumption: employee only about $477,843 at 4% or $318,562 at 6%; with 50% employer match about $318,562 at 4% or $212,375 at 6%; with 100% employer match about $238,921 at 4% or $159,281 at 6%. |
| Utah Symphony & Opera Welfare Benefit Plan | - | 144 | - | - | - |
| Utah Symphony & Opera Welfare Benefit Plan | - | 133 | - | - | - |
| 2008 | 2 | 126 | $0 | $0 | - |
| Utah Symphony & Opera Welfare Benefit Plan | - | 126 | - | - | - |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 3 | 46 | $0 | $0 | - |
| Utah Opera Company Retirement Plan | - | 0 | - | - | - |
| Utah Symphony & Opera Welfare Benefit Plan | - | 46 | - | - | - |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 4 | 49 | $31,390 | $0 | - |
| Utah Opera Company Retirement Plan | - | 3 | $31,390 | - | - |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 0 | - | - | - |
| Utah Symphony & Opera Welfare Benefit Plan | - | 49 | - | - | - |
| Utah Opera Company Retirement Plan | - | 0 | - | - | - |
| 2005 | 2 | 8 | $832,963 | $58,854 | $7,357iApproximate average salary by contribution assumption: employee only about $183,919 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,959 at 4% or $61,306 at 6%. |
| Utah Opera Company Retirement Plan | - | 8 | $832,963 | $58,854 | $7,357iApproximate average salary by contribution assumption: employee only about $183,919 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,959 at 4% or $61,306 at 6%. |
| UTAH SYMPHONY & OPERA RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 33 | $725,543 | $104,758 | $3,174iApproximate average salary by contribution assumption: employee only about $79,362 at 4% or $52,908 at 6%; with 50% employer match about $52,908 at 4% or $35,272 at 6%; with 100% employer match about $39,681 at 4% or $26,454 at 6%. |
| Utah Opera Company Retirement Plan | - | 33 | $725,543 | $104,758 | $3,174iApproximate average salary by contribution assumption: employee only about $79,362 at 4% or $52,908 at 6%; with 50% employer match about $52,908 at 4% or $35,272 at 6%; with 100% employer match about $39,681 at 4% or $26,454 at 6%. |
| 2003 | 1 | 26 | $0 | $0 | - |
| Utah Opera Company Retirement Plan | - | 26 | - | - | - |
| 2002 | 1 | 31 | $0 | $0 | - |
| Utah Opera Company Retirement Plan | - | 31 | - | - | - |
| 2001 | 1 | 25 | $0 | $0 | - |
| Utah Opera Company Retirement Plan | - | 25 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Utah Opera Company Retirement Plan | - | 17 | - | - | - |