LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOS ANGELES PHILHARMONIC ASSOCIATION
This IRA-Based plan holds $63M in total assets and serves 1,484 participants as of 2022. It is sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION in California. The plan reported a net loss of $11M for the year.
What the Filing Says About LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN
LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN is a IRA-Based retirement plan sponsored by LOS ANGELES PHILHARMONIC ASSOCIATION, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 1,484 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951696734, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $74M at the beginning of 2022 to $63M at year-end — a decline of 14.9%. Net assets (after liabilities) closed the year at $63M, with reported net income of $-11,115,136 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $74M |
| Total Assets (End of Year) | $63M |
| Net Assets (End of Year) | $63M |
| Net Income | $-11,115,136 |
| Plan Type | IRA-Based |
| Employer EIN | 951696734 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LOS ANGELES PHILHARMONIC ASSOCIATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,577 | $92M |
| 2023 | 3 | 2,167 | $109M |
| 2024 | 1 | 1,704 | $92M |
Nearby IRA-Based Plans in California
Peer IRA-Based plans — same state, same plan type — ranked by total assets.
- SCRIPPS HEALTH 403(B) PLAN $630M · 16,944
- THE SCRIPPS RESEARCH INSTITUTE TAX SHELTERED ANNUITY PLAN $242M · 1,324
- FOUNDATION PHYSICIANS MEDICAL GROUP, INC. 401(K) PLAN $98M · 372
- THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN $94M · 123
- LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN $79M · 2,077
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How did LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN perform in 2022? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 951696734.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.