Civic Intelligence

Portland Opera Association Inc.

Plan context: Portland Opera 403(B) Plan

EIN 93-6034321 • Portland, OR • 16 filings • 1 plans

P.O. Box 8219Portland, OR 97207
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$1,227,771

2024 Contributions

$121,056

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,703,859$851,930$0200920172024YearValue
$1,227,771Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

43220200920172024YearValue
36Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024136$1,227,771$121,056$3,363iApproximate average salary by contribution assumption: employee only about $84,067 at 4% or $56,044 at 6%; with 50% employer match about $56,044 at 4% or $37,363 at 6%; with 100% employer match about $42,033 at 4% or $28,022 at 6%.
Portland Opera 403(B) Plan-36$1,227,771$121,056$3,363iApproximate average salary by contribution assumption: employee only about $84,067 at 4% or $56,044 at 6%; with 50% employer match about $56,044 at 4% or $37,363 at 6%; with 100% employer match about $42,033 at 4% or $28,022 at 6%.
2023140$1,311,205$203,895$5,097iApproximate average salary by contribution assumption: employee only about $127,434 at 4% or $84,956 at 6%; with 50% employer match about $84,956 at 4% or $56,638 at 6%; with 100% employer match about $63,717 at 4% or $42,478 at 6%.
Portland Opera 403(B) Plan-40$1,311,205$203,895$5,097iApproximate average salary by contribution assumption: employee only about $127,434 at 4% or $84,956 at 6%; with 50% employer match about $84,956 at 4% or $56,638 at 6%; with 100% employer match about $63,717 at 4% or $42,478 at 6%.
2022143$1,261,545$276,293$6,425iApproximate average salary by contribution assumption: employee only about $160,635 at 4% or $107,090 at 6%; with 50% employer match about $107,090 at 4% or $71,394 at 6%; with 100% employer match about $80,318 at 4% or $53,545 at 6%.
Portland Opera 403(B) Plan-43$1,261,545$276,293$6,425iApproximate average salary by contribution assumption: employee only about $160,635 at 4% or $107,090 at 6%; with 50% employer match about $107,090 at 4% or $71,394 at 6%; with 100% employer match about $80,318 at 4% or $53,545 at 6%.
2021135$1,211,344$117,699$3,363iApproximate average salary by contribution assumption: employee only about $84,071 at 4% or $56,047 at 6%; with 50% employer match about $56,047 at 4% or $37,365 at 6%; with 100% employer match about $42,035 at 4% or $28,024 at 6%.
Portland Opera 403(B) Plan-35$1,211,344$117,699$3,363iApproximate average salary by contribution assumption: employee only about $84,071 at 4% or $56,047 at 6%; with 50% employer match about $56,047 at 4% or $37,365 at 6%; with 100% employer match about $42,035 at 4% or $28,024 at 6%.
2020134$1,703,859$83,318$2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,632 at 4% or $20,421 at 6%.
Portland Opera 403(B) Plan-34$1,703,859$83,318$2,451iApproximate average salary by contribution assumption: employee only about $61,263 at 4% or $40,842 at 6%; with 50% employer match about $40,842 at 4% or $27,228 at 6%; with 100% employer match about $30,632 at 4% or $20,421 at 6%.
2019138$1,510,156$161,078$4,239iApproximate average salary by contribution assumption: employee only about $105,972 at 4% or $70,648 at 6%; with 50% employer match about $70,648 at 4% or $47,099 at 6%; with 100% employer match about $52,986 at 4% or $35,324 at 6%.
Portland Opera 403(B) Plan-38$1,510,156$161,078$4,239iApproximate average salary by contribution assumption: employee only about $105,972 at 4% or $70,648 at 6%; with 50% employer match about $70,648 at 4% or $47,099 at 6%; with 100% employer match about $52,986 at 4% or $35,324 at 6%.
2018133$1,100,909$307,649$9,323iApproximate average salary by contribution assumption: employee only about $233,067 at 4% or $155,378 at 6%; with 50% employer match about $155,378 at 4% or $103,586 at 6%; with 100% employer match about $116,534 at 4% or $77,689 at 6%.
Portland Opera 403(B) Plan-33$1,100,909$307,649$9,323iApproximate average salary by contribution assumption: employee only about $233,067 at 4% or $155,378 at 6%; with 50% employer match about $155,378 at 4% or $103,586 at 6%; with 100% employer match about $116,534 at 4% or $77,689 at 6%.
2017129$1,509,056$121,698$4,196iApproximate average salary by contribution assumption: employee only about $104,912 at 4% or $69,941 at 6%; with 50% employer match about $69,941 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
Portland Opera 403(B) Plan-29$1,509,056$121,698$4,196iApproximate average salary by contribution assumption: employee only about $104,912 at 4% or $69,941 at 6%; with 50% employer match about $69,941 at 4% or $46,628 at 6%; with 100% employer match about $52,456 at 4% or $34,971 at 6%.
2016127$1,192,654$353,083$13,077iApproximate average salary by contribution assumption: employee only about $326,929 at 4% or $217,952 at 6%; with 50% employer match about $217,952 at 4% or $145,302 at 6%; with 100% employer match about $163,464 at 4% or $108,976 at 6%.
Portland Opera 403(B) Plan-27$1,192,654$353,083$13,077iApproximate average salary by contribution assumption: employee only about $326,929 at 4% or $217,952 at 6%; with 50% employer match about $217,952 at 4% or $145,302 at 6%; with 100% employer match about $163,464 at 4% or $108,976 at 6%.
2015127$943,516$104,329$3,864iApproximate average salary by contribution assumption: employee only about $96,601 at 4% or $64,401 at 6%; with 50% employer match about $64,401 at 4% or $42,934 at 6%; with 100% employer match about $48,300 at 4% or $32,200 at 6%.
Portland Opera 403(B) Plan-27$943,516$104,329$3,864iApproximate average salary by contribution assumption: employee only about $96,601 at 4% or $64,401 at 6%; with 50% employer match about $64,401 at 4% or $42,934 at 6%; with 100% employer match about $48,300 at 4% or $32,200 at 6%.
2014116$857,489$78,908$4,932iApproximate average salary by contribution assumption: employee only about $123,294 at 4% or $82,196 at 6%; with 50% employer match about $82,196 at 4% or $54,797 at 6%; with 100% employer match about $61,647 at 4% or $41,098 at 6%.
Portland Opera 403(B) Plan-16$857,489$78,908$4,932iApproximate average salary by contribution assumption: employee only about $123,294 at 4% or $82,196 at 6%; with 50% employer match about $82,196 at 4% or $54,797 at 6%; with 100% employer match about $61,647 at 4% or $41,098 at 6%.
2013120$816,426$80,444$4,022iApproximate average salary by contribution assumption: employee only about $100,555 at 4% or $67,037 at 6%; with 50% employer match about $67,037 at 4% or $44,691 at 6%; with 100% employer match about $50,278 at 4% or $33,518 at 6%.
Portland Opera 403(B) Plan-20$816,426$80,444$4,022iApproximate average salary by contribution assumption: employee only about $100,555 at 4% or $67,037 at 6%; with 50% employer match about $67,037 at 4% or $44,691 at 6%; with 100% employer match about $50,278 at 4% or $33,518 at 6%.
2012121$688,538$66,629$3,173iApproximate average salary by contribution assumption: employee only about $79,320 at 4% or $52,880 at 6%; with 50% employer match about $52,880 at 4% or $35,253 at 6%; with 100% employer match about $39,660 at 4% or $26,440 at 6%.
Portland Opera 403(B) Plan-21$688,538$66,629$3,173iApproximate average salary by contribution assumption: employee only about $79,320 at 4% or $52,880 at 6%; with 50% employer match about $52,880 at 4% or $35,253 at 6%; with 100% employer match about $39,660 at 4% or $26,440 at 6%.
2011122$586,909$74,205$3,373iApproximate average salary by contribution assumption: employee only about $84,324 at 4% or $56,216 at 6%; with 50% employer match about $56,216 at 4% or $37,477 at 6%; with 100% employer match about $42,162 at 4% or $28,108 at 6%.
Portland Opera 403(B) Plan-22$586,909$74,205$3,373iApproximate average salary by contribution assumption: employee only about $84,324 at 4% or $56,216 at 6%; with 50% employer match about $56,216 at 4% or $37,477 at 6%; with 100% employer match about $42,162 at 4% or $28,108 at 6%.
2010122$536,073$98,521$4,478iApproximate average salary by contribution assumption: employee only about $111,956 at 4% or $74,637 at 6%; with 50% employer match about $74,637 at 4% or $49,758 at 6%; with 100% employer match about $55,978 at 4% or $37,319 at 6%.
Portland Opera 403(B) Plan-22$536,073$98,521$4,478iApproximate average salary by contribution assumption: employee only about $111,956 at 4% or $74,637 at 6%; with 50% employer match about $74,637 at 4% or $49,758 at 6%; with 100% employer match about $55,978 at 4% or $37,319 at 6%.
2009120$404,035$55,781$2,789iApproximate average salary by contribution assumption: employee only about $69,726 at 4% or $46,484 at 6%; with 50% employer match about $46,484 at 4% or $30,989 at 6%; with 100% employer match about $34,863 at 4% or $23,242 at 6%.
Portland Opera 403(B) Plan-20$404,035$55,781$2,789iApproximate average salary by contribution assumption: employee only about $69,726 at 4% or $46,484 at 6%; with 50% employer match about $46,484 at 4% or $30,989 at 6%; with 100% employer match about $34,863 at 4% or $23,242 at 6%.