Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The Musical Arts Association 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Musical Arts Association Β· Ohio Β· Arts, Entertainment & Recreation

What the 2023 filing shows

The Musical Arts Association 403(b) Retirement Plan holds $30M for 218 participants - about $136,346 per participant, down 16.4% over the 2022 plan year.

$30M
total plan assets (2022 EOY)
218
covered participants
$136,346
avg assets per participant
-16.4%
assets change YoY

The plan reported a net loss of $6M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$30M
Participants
218
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About The Musical Arts Association 403(b) Retirement Plan

The Musical Arts Association 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by The Musical Arts Association, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $30M in total end-of-year assets and covers 218 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 340714468, and the plan has been effective since 2009-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $30M at year-end β€” a decline of 16.4%. Net assets (after liabilities) closed the year at $30M, with reported net income of $-5,813,777 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 β€” 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)$36M
Total Assets (End of Year)$30M
Net Assets (End of Year)$30M
Net Income$-5,813,777
Plan TypeProfit Sharing
Employer EIN340714468
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Musical Arts Association)

Year Plans Participants Total Assets
2022 2 305 $78M
2023 2 303 $89M
2024 1 224 $37M

Nearby Profit Sharing Plans in Ohio

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Frequently Asked Questions

How much money is in the The Musical Arts Association 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, The Musical Arts Association 403(b) Retirement Plan holds $30M in total assets with 218 participants. It is sponsored by The Musical Arts Association.
What type of plan is The Musical Arts Association 403(b) Retirement Plan?
The Musical Arts Association 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 2009-04-01. The plan is filed with the U.S. Department of Labor under EIN 340714468.
Who sponsors the The Musical Arts Association 403(b) Retirement Plan?
The Musical Arts Association 403(b) Retirement Plan is sponsored by The Musical Arts Association, located in Ohio. The sponsor's EIN is 340714468 and the plan operates in the Arts, Entertainment & Recreation industry.
How did The Musical Arts Association 403(b) Retirement Plan perform in 2022?
The Musical Arts Association 403(b) Retirement Plan declined by 16.4% during 2022, moving from $36M to $30M in total assets. Net income was $-5,813,777.
Where can I find official filings for The Musical Arts Association 403(b) Retirement Plan?
Official Form 5500 filings for The Musical Arts Association 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340714468 or plan name at efast.dol.gov.
How does The Musical Arts Association 403(b) Retirement Plan compare to other plans?
You can compare The Musical Arts Association 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 340714468.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.