Back to filter
Original filing (PDF)20260123164902NAL0007685632001
AUSTIN LYRIC OPERA
Form 5500-SF
FILING_RECEIVED
AUSTIN LYRIC OPERA RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUSTIN LYRIC OPERA.
Plan sponsor
Name
AUSTIN LYRIC OPERA
EIN
74-2390496
Address
5811 TRADE CENTER DR. · BUILDING 1 · AUSTIN, TX · 78744
Phone
(512) 472-5927
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
LIL PEPPER PRODUCTIONS, INC.
LI'L PEPPER PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
PHELPS UNITED LLC
PHELPS UNITED LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 36 participants
SIGNATURE THEATRE COMPANY, INC
SIGNATURE THEATRE COMPANY, INC. 401(K) PLAN
$2.2M · 285 participants
COLORADO BALLET COMPANY
COLORADO BALLET 401(K) PLAN
$2.2M · 97 participants
EBE, LLC
EBE, LLC 401(K) PLAN
$2.2M · 17 participants
MARYLAND YOUTH BALLET, INC.
MARYLAND YOUTH BALLET 403(B)
$2.2M · 57 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants