Portland Opera Association Inc.
Plan context: Portland Opera 403(B) Plan
EIN 93-6034321 • Portland, OR • 16 filings • 1 plans
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
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |