Metropolitan Opera Association 403(b) match, vesting and fees
What Metropolitan Opera Association's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | KPMG LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in arts, entertainment, and recreation with 1,000 to 4,999 participants.
| Metropolitan Opera Association: employer contribution per participant | $105 | |
| Peer median | $1,412 |
| Metropolitan Opera Association: average balance | $189,627 | |
| Peer median | $54,020 |
| Metropolitan Opera Association: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $227M at the end of plan year 2021 to $232M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,233 | $232M | $129K | $105 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,281 | $217M | $58K | $46 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,217 | $196M | $60K | $49 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 1,176 | $227M | $21K | $18 | 0.11% | Not published | Form 5500 ↗ |
Other Metropolitan Opera Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Moa/Usa Employees Tax Sheltered Annuity
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Unum Life Ins Co of America | 2022 Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Metropolitan Opera Association Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | KPMG, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Metropolitan Opera Association match 401(k) contributions?
The match terms for the The Metropolitan Opera Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $129K in employer contributions, about $105 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Metropolitan Opera Association 401(k) match vested?
The vesting schedule for the The Metropolitan Opera Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Metropolitan Opera Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Metropolitan Opera Association, Inc..
I left Metropolitan Opera Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Metropolitan Opera Association, Inc., (212) 799-3100) or the recordkeeper, Transamerica Retirement Solutions. The Metropolitan Opera Association old 401(k) page lists the contacts from every plan filing. Find an old Metropolitan Opera Association 401(k)
Data from the public Form 5500 annual reports Metropolitan Opera Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Metropolitan Opera Association. Not financial advice. Report a correction · Methodology